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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, the financial planning community and 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...

 


 Chapter Meeting - March 21, 2012

Program: Economic Outlook
presented by
Steve Hammers, CIMA
CIO of Compass EMP

Lipscomb University
Ezell Center   
Nashville, TN
3:15 refreshments and networking
3:30 - 5 pm meeting

 
Ethics and Professional Responsibility
May 16, 2012
presented by
Dr. Brad Childs, JD, CPA, CFP®
Professor, Belmont University

 

 

 Educational Symposium

October 10, 2012

 Willis Conference Center

For information:
Erin Lane
(615) 771-5278 Ext. 309

 

Events and
Conferences

 

 

Coming Soon: FPA Experience 2012


Join us for the annual conference of the financial planning community September 29 – October 2, 2012 in San Antonio, Texas!

Your Practice
Your Clients

 

 

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.

 

 

Read more >

Member Benefits: 
Use Them

 

 

New! FPA-ActiFi Adviser Technology Report: Document Management Edition is now available to help you quickly spot the solutions that offer the best functionality, pricing, training, and other benefits to suit your business needs.

 

 


More details >

Knowledge and
Resources

 

 

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

 

 

 

 

More details >

 

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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