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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.  




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Upcoming Chapter meeting - September 17, 2014
Lipscomb University
Ezell Center, Room Ezell 301
3:30 - 5:30 p.m.

Special Needs Trusts


Michelle Diamond, Sr. Vice President & Trust Officer; Karen Ashworth, Vice President & Regional Manager; Jennie Menzie, Vice President & Trust Officer and Joseph Presley, Chairman, President & CEO of Comberland Tust.  

Please join us on Wednesday September 17th, for a compelling look at the world of special needs trusts.  Michelle Diamond along with a team of experts from Cumberland Trust, will address the issues faced by families with disabled or handicapped family members.  Many families do not realize that if they leave an inheritance to a person with special needs (disabled or handicapped) that person often loses his or her government benefits.  The primary advantage a special needs trust offers over a direct gift or inheritance is that if arranged properly, the assets in the trust do not actually belong to a beneficiary.  In this way, a special needs trust, if properly crafted and administered, can provide benefits to an individual while preventing them from being disqualified for government programs.


Learning Objectives: 

 By the end of the session attendees will understand:

  • The benefits a special needs trust can provide
  • The requirements and funding of a special needs trust
  • How to maintain government assistance
  • How eligibility is determined


Meeting Sponsored by Eugene Eignor, Ivy Funds

For more information:


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

Floating Rate and the Fixed Income Environment Today

Kevin J. Perry, VP and Portfolio Manager, Loomis Sayles & Co.

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.



Upcoming Events and



FPA of Middle TN Symposium 2014
October 21, 2014, Belmont University

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Diamond Sponsor:

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


Platinum Sponsors:


Pacific Life
Mike Bussard


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


MT - Blackrock logo (JPEG) 

Chris Stack