General Chapter Meeting Location and Schedule:

Lipscomb University, Ezell Center, Room 301
3:15 pm - refreshments and networking
3:30 pm – 5:00 pm - meeting

FPA After 5.  Join fellow members and representatives of the board for fun, food, fellowship, and further discussion of everything facing our clients and our industry immediately following the chapter meetings.  Mafiaoza’s, 2400 12th Avenue South beginning at . . .5 (ish)!

For additional information call (615) 473-1450 or email FPA of Middle Tennessee

2012 Chapter Meetings & Events

January 18
February 15
March 21
May 16 - Ethics
June 20
July 18
August 15
September 19
October - Symposium
November 14

Previous Chapter Meetings:

2012

Date:  January 18
Topic:   2012 Tax Outlook
Presenter: Ron Mills, CPA, CFP_^®, Byrd, Proctor & Mills, P.C.

2011

Date: November 16
Topic: Navigating a New Investing Landscape
Presented by Frank Mastrapasqua, Ph.D.

Date: October 26
Educational Symposium
Willis Conference Center, One Century Place, Nashville, TN

Date: September 21
Topic: Social Media and Compliance: What You Need to Know

Date: August 17
Topic: Client Relationship Skills:Discovering Your Memory Power and Reading Power
Presented by: Jason Malham, Freedom Professional Development

Date: July 20
Topic:   Lessons Learned: Managing the Client Relationship
Panel: Bill Bryson, CFP^®, Bryan Fay, CFP^®, Kay Quinn, CPA, CFP^®

Date: June 15
Topic: Helping Clients Envision Their Legacy . . . Real World Planned Giving Stretegies and Case Studies
Panel Discussion.  More details.
RSVP to fpamidtn@bellsouth.net or 615-473-1450.

Date: May 18
Topic: Fixed Income Panel Discussion
Moderator: Craig Reed, CFP®, TrustCore Financial Services
Panel: Edward Burgess, CFA®, Andrew C. Palmer, CFA®, Charles H. Webb, CFA®

Date: May 9
Topic: CFP^® CERTIFICANT CONNECTION

No Meeting in April

Date: March 16
Topic: Medicaid Rules and Planning in Tennessee
Presented by: Timothy L. Takacs • Elder Law Attorney

Date: February 16
Topic: Economy & Stock Market Outlook 2011
Presented by: Bruce Bittles • Chief Investment Strategist • R.W. Baird & Co.

Date: January 19
Topic: Analysis of Selected Tax Profisions of the Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010 from an Estate Planning Perspective
Presented by: Paul Hayes, J.D., CPA, CFP®

Previous Chapter Meetings:

2010

Date: November 17
Topic: Long Term Care
Presented by: Stacia Vetter

Date: October 20
Topic: Educational Symposium, Cool Springs Marriott

Date: September 15
Topic: Market/Economic Update

Date: August 18
Topic: Regulatory Issues Affecting Tennessee Financial Institutions
Presented by: Greg Gonzales • Commissioner • Tennessee Department of Financial Institutions

Date: July 21
Topic: ESOP Boom!
Presented by: Ben Buffington

Date: June 16
Topic: Emotional Investing
Presented by: Howard Safer

Date: May 19
Topic: Winning Ethics
Presented by: Dan Candura, CFP®

Date: March 17
Topic: Fiscal Policy in Tennessee - A State Senator’s Perspective
Presented by: Jack Johnson, Chairman • Commerce, Labor and Agriculture Committee

Date: February 17
Topic: Roth IRA Opportunities & Strategies
Presented by: Ward Austin, CPA • Faulkner Mackie & Cochran, P.C.

Date: January 20
Topic: Economic & Stock Market Outlook 2010
Presented by: Bruce Bittles • Chief Investment Strategist • R. W. Baird & Co.