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For FPA Members
 
 

Our Mission Statement:

The mission of the FPA of Middle Tennessee is to advance the practice and profession of financial planning in Middle Tennessee by providing quality education and leadership to our members, to the financial planning community and to the public it serves.  

 

 

 

Chapter Highlights

 

    About FPA of Middle Tennessee Learn how you can become involved...

    Contact Us Find out how FPA of Middle Tennessee can help...

    Join us at our next chapter meeting We discuss many topics to help your

   business... 


 

SAVE THE DATE!!!!!!

Next Chapter meeting - May 13, 2014
Lipscomb University
Ezell Center, Room Ezell 301
3:30 - 5:30 p.m.

Ethics for Everyone

Speaker:
Dan Candura, CFP, Candura Group LLC


Ethics training doesn't have to be dull or boring!  Ethics for Everyone uses animated videos and interactive audience polling to keep the audience involved and learning.  Attendees particiapate in an informative and engaging session that teaches the five learning objectives required by CFP Board for ethics training in 2014 through the use of case studies involving the ethical challenges faced by five CFP professionals.

 Program Objectives:

  •  Define elements of the fiduciary standard.
  •  Determine when the fiduciary standard applies in a variety of financial planning         contexts and scenarios.
  •  Determine if a CFP professional is providing financial planning services or material elements of financial planning services.
  •  Explain CFP Board's compensation disclosure requirements to clients and prospective clients.
  •  Communicate any potential conflicts of interest to a client at the  initiation of client engagement.

 

Dan Candura, CFP provides financial advice and education to consumers and financial professionals.  He is founder of his own education and consulting firm Candura Group, LLC.  In that role he provides ethics training across the United States through in-person courses and webinars.  As President of PennyTree Advisors, LLC, a Registered Investment Advisory firm in Massachusettes, Dan provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litagation support and forensic financial analysis services for attorneys.  Dan taught financial planning in the Sawyer School of Business at Suffolk University.  Dan serves as the CFP Ambassador for the Boston area.
 

Registration fees:

FPA Middle TN chapter member:  There is no fee.

FPA member:  The fee is $25.

Non member/Guest:  The fee is $50.

 

 

 

 

 


For more information: fpamidtn@gmail.com

 


2014 Chapter Meetings


January 15 - Market and Economics Update - 2013 Year in Review and the Market Environment Going Forward

Matthew W. Wright, CFA, Founder, President, Disciplina Group, LLC

Coleigh B. McKay, CFA, Managing Director, Disciplina Group, LLC

 

February 19

Cyber Crime

Special Agent Dean Kinsman, FBI



March 19
Dollars of Divorce: A Financial Service Frontier
Rosemary Frank, MBA,CDFA,CFE



May 13

Ethics for Everyone

Dan Candura, CFP, Candura Group, LLC

June 18
IRA Beneficiary Designations

Allison Thompson, Attorney-At-Law, Thompson Law Office, PLLC

 

July 16
Fiduciary Liability and Case Law Update
Paul Gontarek, Attorney-At-Law, Howard, Mobley, Hayes, & Gontarek



August 20 - TBA


September 17
Special Needs Trust
Michelle Diamond, Cumberland Trust

October 21 - Symposium Belmont University



November 19
Long Term Care Update
Stacia Vetter, Ass't Vice President, National Health Care Corp.

 

 

Events and
Conferences

 

 

FPA Experience 2013
Transform Your CFP® World

Register Now for Early Bird Pricing!

 

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Your Practice
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FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.


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Member Benefits: Use Them

 

 

Member-Get-A-Member

Referring and referred members receive discounts on their annual membership dues.

 

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Knowledge and
Resources

 

 

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

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Diamond Sponsor:



Compass EMP
Mike Organ
P: (615) 620-6149

 

Platinum Sponsors:

 



Pacific Life
Mike Bussard
615-812-5802 

 



American Century Investments
Dan Shepard
P: (800) 219-7315

 

MT - Blackrock logo (JPEG) 

529/iShares
Chris Stack
203-656-6627