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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... 


 

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

Special Needs Trusts

Speakers:


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: 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

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
Conferences

 

 

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

Register for Symposium

https://www.regonline.com/fpasymposium2014

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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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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