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.
Chapter meeting - March 19, 2014
Ezell Center, Room Ezell 301
3:30 - 5:00 p.m.
Dollars of Divorce: A Financial Services Frontier
Rosemary Frank, MBA, CDFA, CFE
This presentation provides an insightful overview of what divorce financial analysis is, the opportunity for financial professionals, and what to do if you choose not to pursue this specialty. Topics to include: the importance of understanding how divorce impacts your practice; why there is a need for divorce financial specialists; discussion of the divorce financial services work product; potential market for divorce financial services; and best practices and ethical considerations.
Rosemary Frank, is a financial services professional who specializes in the finances of divorce. She advises clients who are divorcing, as well as their attorneys, on the long term financial impact and consequences of proposed divorce settlements.
Rosemary is a frequent speaker on divorce finance at events sponsored by both financial and legal organizations. Rosemary also regulary teaches continuing education courses she has authored for both attorneys and family mediators.
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 - TBA
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