Chapter Meetings

2014 Chapter Meeting Schedule: 

Date: Thursday, September 18
Topic: Succession Planning
Sponsor: Ameriprise


 Future Dates:         

Thursday, October 23  FPA Golf Classic  no meeting

Thursday, November 20

Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 11:30 AM - 1:00 PM 
Location: Federal Reserve Bank, 524 Liberty Parkway 
Directions and parking information here

Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation.  Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy  lunch and the speaker. 

Registration: $10 members, $15 non-members (see below for Guest Policy)

 RSVP: Online or FPA of North Alabama by the Friday before the meeting.
Season Ticket holders must RSVP by email to

This is a two-step process. Both registration & payment must be received.

The Federal Reserve is a secure facility. The doors will be opened 11:15 - 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting.  No shows who fail to cancel will be billed $20.

To pay by mail:

Please make checks payable to FPA of North Alabama and mail to:

Pat Morris
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607


2014 FPA Guest Policy
Effective 1-1-2014

In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings.  Beginning in January, all first-time guests may attend chapter meetings at no charge.  A guest's second meeting requires a $15 contribution.  The third meeting and all that follow will cost $50.  As an incentive to join, members receive great discounts for chapter meetings, our golf outing, and the Symposium, plus access to free CE in the Journal of Financial Planning.  Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.     


Past 2014 Events:

Date: Thursday, August 21
Topic:  Advanced Tax Planning Strategies

Date: Thursday, May 8
Topic: Symposium

Date: Thursday, April 17
Communicating Your Value

Date: Thursday, March 20
Topic: Affordable Care Act: 

Date: Thursday, February 20
Topic: Long Term Care Planning

Date: Thursday, January 16
Topic: Special Needs Planning

2013 Events:

Date: Thursday, November 21

Date: Thursday, October 17, 2013  2:00 - 4:00 pm
Topic: Succession Planning - Practice Management 
Location: Federal Reserve Bank, Birmingham 

Date: Tuesday, October 1, 2013
Topic: Financial Planning Expo

Date: Wednesday, September 25 , 2013
Topic:  5th Annual Golf Classic
Location: Robert Trent Jones Golf Trail at Oxmoor Valley 
Cost: $60 per player

Date: Thursday, August 15, 2013
Topic: The Role of the Financial Neutral in Creative Dispute Resolution
Speakers: Melanie Merlke Atha

Date: Monday, May 20, 2013
Event Details: FPA of North Alabama is a co-sponsor of the Estate Planning Council’s May meeting; this is a free event for members of the FPA of North Alabama
Topic: Charitable Planning in Today’s World


Speaker: Louis Mezzullo
Date: Thursday May 9, 2013 
Event Details: Annual Symposium 
Location: Harbert Center

Date: Thursday, April 18, 2013
Topic: Estate Planning
Speakers: Harold Apolinsky, JD and Howard Neiswender, CFP®, JD

Date: Thursday, March 21, 2013
Topic: Tax Planning
Speaker: Jerry Callahan, CPA
*Past Chapter President Celebration*

Date: Thursday, February 21, 2013
Topic: Structuring Distribution Strategies for Retirees in a Bear Market
Speaker: John Williams, AIF®

Date: Thursday, January 17, 2013
Topic: CEMP Volatility Weighted Indexes
Speaker: David Moore

Past Events 2012:

Date: Thursday, November 15, 2012
Topic:  Variable Annuities
Speaker: Brad Stephenson

Date: Thursday, October18, 2012
Topic: Client Behavior
Speaker: Suzette Rothberg

Date: Thursday, September 20, 2012
Topic: Economic Update  
Speaker: Joe Borg, Alabama Securities Commissioner

Date: Thursday, August 16, 2012
Topic: The Alternative Solution 
Speaker: David Moore 

Date: Friday, May 11, 2012 at The Harbert Center
Topic: 11th Annual FPA Symposium
About the Program: 6 hours CE for CFP, CPE, CLE including 2 hours Ethics. 

Date: Thursday, April 19, 2012
Topic: 4th Annual Golf Classic 
About the Program: RTJ Oxmoor Valley par 3 course


Date: Thursday, March 15, 2012
Topic: Succession Planning Panel Discussion
Speaker: Marc Curles, Bob Straka, Hunter Flack, Chris Phillips


Date: February 16
Topic: Economic Update
Lesley McClure
About the Program: 1.0 CE applied for

Date: January 19

Topic: Goal Based Investing
Speaker: Dennis Keeley
About the Program: 1.0 CE applied for

Past Events 2011:

Date: November 17
Topic: Estate Planning
Speaker: Amy Adams
About the Program: 1.0 CE applied for

Date: October 27
Topic: Chapter Symposium
Speakers: Nationally known speakers
About the Program: 7.0 CE applied for, including 2.0 Ethics. CPA and Law CE approved
See Symposium page for details and registration.

Date: September 15
Topic: Reverse Mortgage
Speaker: Bob Stine
About the Program: 1.0 CE

Date: August 18
Topic: Angelic Portfolios
Speaker: Joshua Watkins
About the Program:1.0 CE  

Date: May 19
Topic: Ins and Outs of 529s
Speaker: Dan Carlson

Date: April 28
Topic: Golf Classic and Social

Date: February 17
Location: Federal Reserve Building
Speaker: Julius Weyman

Date: January 20
Topic: Economic Update
Speaker: John Boston 

Past Events 2010:

Date: November 18
Topic: Identifying Dementia in Your Clients
CE: 1 hour for CFP and CPA

Date: October 29
Topic: Chapter Symposium
7 hours CE applied for

Date: September 16
Topic: Long Term Care Insurance
1 hour CE applied for

Date: August 19
Topic: Estate Planning 2010 and Pitfalls to Avoid
1 hour CE

Date: May 20
Speaker: Mr. Joe Borg, Alabama Securities Commission Director

FPA of North Alabama 2nd Annual Golf Classic
When: Thursday, April 22nd
Where: Highland Park Golf Course
Why: Proceeds support FPA of North Alabama's outreach and speaker fund. 

Date: March 25
To Convert or Not? The Current IRA Thinking on Roths
Panelists: Patti Black, CFP®, Fred Daniels, Esq., and Lloyd Shelton, CPA  

Date: February 18
Topic: Economic and Market Update
Speaker: Mr. John Boston
1 hour of CE applied for

Date: January 21, 2010 (morning program flyer)
Date: January 21, 2010 (lunch program flyer

Past Events 2009:

Date: November 5, 2009
All Day Symposium 

Date: October 15, 2009
Topic: Federal Reserve

Date: September 22, 2009

Date: August 20, 2009
Topic: Roth IRA Conversions

Date: May 21, 2009
Topic: Fixed Asset Markets
Speaker: Bob Smith

Date: April 21, 2009
Topic: Inaugural Golf Classic with meeting prior to shotgun start.
Speaker:  Dr. John Venable

Date: March 26, 2009
Topic: Client / Advisor Relations
Speaker: Richard Wallace

Date: February  19, 2009
Topic: Funding Higher Education
Speaker: Jeanne Smith, CFP® 

Date: January 15, 2009
Topic: 2009 Economic Outlook
Speaker: Jerry Harris

Joe Borg Request