Chapter Meetings

Chapter Meeting Location and Schedule:

Lipscomb University, Ezell Center
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

2014 Chapter Meetings & Events

January 15
February 19
March 19
May 13
June 18
July 16 
August 20     
September 17
October 21- Symposium, Belmont University
November 19

Dec 19 - Social 


Annual Symposium - October 21, 2014
Location Belmont University
Nashville, TN
Look for Early Bird Registration in July





 Previous Chapter Meetings:





Date:  July 18  Lunch & Learn at Richland Country Club (2 hours of CE)
Topic: The 2012 Gifting Bonanza and Update on Asset Protection
Presenters:  Bryan Howard, J.D. and Jeff Mobley, J.D.

Topic: Planning for Health Care in Retirement
Presenter: John Driscoll, Fidelity Investments

Date:  June 20
Topic:   Elder Care
Presenter: Tim Takacs, J.D. 

Date:  May 16
Topic:   Ethics and Professional Responsibility (2 Hours)
Presenter: Dr. Brad Childs, J.D., CPA, CFP® and Terri Bolden Ward, CFP®


Date:  March 21
Topic:   The State of the Economy and Markets
Presenter: Stephenn Hammers, CIMA, Compass EMP Funds

Date:  February 15
Topic:   Tennessee SHIP and Medicare
Presenter: Glenn McReynolds

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


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 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

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:


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.