Please note: These links will take you to FPA National's Web site.
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.
SAVE THE DATE!!!!!!
Next Chapter meeting - May 13, 2014
Ezell Center, Room Ezell 301
3:30 - 5:30 p.m.
Ethics for Everyone
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.
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.
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: firstname.lastname@example.org
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
Special Agent Dean Kinsman, FBI
Dollars of Divorce: A Financial Service Frontier
Rosemary Frank, MBA,CDFA,CFE
Ethics for Everyone
Dan Candura, CFP, Candura Group, LLC
IRA Beneficiary Designations
Allison Thompson, Attorney-At-Law, Thompson Law Office, PLLC
Fiduciary Liability and Case Law Update
Paul Gontarek, Attorney-At-Law, Howard, Mobley, Hayes, & Gontarek
August 20 - TBA
Special Needs Trust
Michelle Diamond, Cumberland Trust
October 21 - Symposium Belmont University
Long Term Care Update
Stacia Vetter, Ass't Vice President, National Health Care Corp.
Member Benefits: Use Them
American Century Investments