OUR ANNUAL SYMPOSIUM IS OPEN
TUESDAY, SEPTEMBER 19 - 7:30 am - 2:00pm, including lunch
3.0 hours of CFP CE will be provided
Spark Downtown
400 Commerce Street
( hosted parking available in the attached 4th & Commerce garage)
Registration closes Wednesday, September 13
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Kristen M. Lewis, Esq.
The Bowden Law Firm
Planning For Persons With Disabilities
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Ben Crownover
Bernard Health
Planning for Medicare and Health Insurance Needs
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Justin Louthen, CFA, CAIA
Mercer Investments
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Patrick Mahoney
CEO, Financial Planning Association
State of FPA including a Q&A
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Blain Wease
Provincial Development Group
Growth Goals For Your Financial Planning Practice
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2023 FPA Annual Conference Being Held in Phoenix, September 27-29
Keynote Speaker Chris Gardner, CEO of HappYness, International Best-Selling Author and Award-winning Film Producer
As a financial planner, you care about your knowledge, skills, clients, and business. You want to experience something special while getting to know the latest trends and strategies that position you for greater success. With a focus on connection, learning, and community, FPA Annual Conference 2023 is the experience you want.
For two decades, the Financial Planning Association (FPA) has been hosting FPA Annual Conference to bring together financial planners, thought leaders, service providers, and allied professionals where they can connect, learn from each other, and explore how they can impact their community. As the largest annual gathering of CFP® professionals each year, there won’t a better place to be this September.
Early-Bird Registration closes this Friday, August 4
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FPA MEMBERS, CHECK OUT THE FPA MARKETPLACE
Offering exclusive discounts to best-of-need products and services from vendors such as Quickbooks, UPS, DocuSign, ADT Security and others.
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CONGRATULATIONS TO THOSE CELEBRATING FPA MEMBERSHIP ANNIVERSARIES IN AUGUST
Chad Jordan, CFP®
Processus Wealth & Capital Management
Member since 2002
Mitch Anderson, CFP®
E|Financial Alliance
Member since 2010
Kevin Mitchell, CFP®
CAPTRUST
Member since 2017
Will Jackson, CFP®
Cahaba Wealth
Member since 2019
Sten Morgan, CFP®
Legacy Investment Planning
Member since 2020
Beth Johnson, CFA, CAIA
Mercer
Member since 2021
Scott Womack
Mercer Capital
Member since 2022
Jacquie Webster, CFP®
Cahaba Wealth
Member since 2022
Pamela Talley, CFP®
Equitable Trust
Member since 2022
Jay Adcox
Legacy Law
Member since 2022
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FOLLOW OUR CHAPTER ON LINKEDIN |
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PLEASE SUPPORT OUR
CORPORATE PARTNERS
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FirstBank, the third largest Tennessee-headquartered community bank, has 81 full-service bank branches across Tennessee, Kentucky, Alabama and North Georgia, and mortgage offices across the Southeast.
Times change, but the things that make being part of a community great, like strong ties and trusted relationships, never change. That’s why we remained local since 1906, making what we had learned as a community bank our business model. We’ve expanded our brand of authentic local banking across Tennessee and the Southeast. FirstBank empowers local market presidents and managers to make real decisions locally. You can walk into any branch and find a welcoming smile and willingness to help. You will know instantly you’re not just a customer. You’re part of the FirstBank family.
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First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services. We are inspired every day by how financial professionals and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results. This philosophy is carried through in our approach to investing. Our approach is simple, and our company was built with these core principles in mind
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CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.
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BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our cBlk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.
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The assets we manage represent more than shares in a portfolio.
That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.
Founded in 1981, Dimensional has a long history of applying academic research to practical investing. We offer a full range of equity and fixed income strategies designed to target higher expected returns.
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Being privately held and employee owned lets us focus on your financial needs – not the short-term expectations of outside shareholders. This enables us to think and plan for the long-term, consistently reinvesting in our capabilities, expertise and technology to best serve you. It’s part of what makes us a workplace of choice for top talent from across our industry. It reinforces the foundation of our uniquely collaborative, clients-first culture because we all understand our collective reputation and resources are on the line every day. And it ensures we all share a meaningful, personal stake in the successes we strive to create for you.
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A customized, life-centric planning process
Our client-centric approach to wealth management puts you at the center of our philosophies, operations and ideas. As a registered investment advisor, we have a fiduciary responsibility to you, helping to ensure we always act in your best interest.
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Some could say it’s been in Russ’s blood from the beginning. His father was in estate planning, as was his grandfather. Russ is the byproduct of their legacies. His dedication to excellence and service comes from watching the men who came before him. His passion comes from being at the same dinner table as these men as they spoke about cases they were working on.
Your family business is our family business. It’s written in the DNA of our firm, and we are passionate about what we do.
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THE CUMBERLAND STORY
Over Twenty Years of Loyal Service
Cumberland Trust was founded in Nashville in 2001 as a better alternative to traditional fiduciaries for trust clients and their advisors. We work alongside our clients and professional advisors to provide exceptional trust and estate administration and attentive support.
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Located in Nashville, Tennessee, the law firm of Gullett Sanford Robinson & Martin PLLC (GSRM Law) provides its clients with a team of 32 lawyers who collaborate across legal disciplines to serve a wide array of needs for business and individual clients in Tennessee and across the country.
The firm has succeeded for more than 80 years because it has remained committed to its approach, its attorneys and employees, and its values.
Approach. GSRM Law is small enough to respond personally and efficiently to each client. At the same time, the firm is large enough to handle matters for Fortune 500 companies.
Team. The firm’s success is the result of the professionalism of its attorneys. Firm members have many years of experience and are responsive to their clients. They understand business matters and are knowledgeable of the legal issues faced by a number of industries. GSRM Law’s senior attorneys work side-by-side with the firm’s younger attorneys, actively involving them in all client work.
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As a leading global active asset manager, Janus Henderson seeks to benefit clients through the connections we make. This is central to what active management stands for and to the long-term outperformance we seek to deliver.
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TriStar Bank holds a very unique distinction in the world of finance — it was the first bank to open in the new millennium! Doors opened at precisely one second after midnight on January 1, 2000.
It was the first new bank to be chartered in Dickson County in almost 50 years. In April of 1999,
preparation began on the necessary documents to gain approval from the Tennessee Department of Financial Institutions to have a stock offering for what would become TriStar Bank. In a mere 67 days, organizers had sold $7.5 million in TriStar Bank stock.
2020 was the 21st year of operations for our community bank. Tremendous turmoil and challenges presented themselves The large.st was the COVID-19 pandemic. The government locked down all business for several weeks, and threw the best economy of our nation's history into a tailspin. The government offered the Payroll Protection Program to allow banks to loan money for payroll, and it would be repaid by the federal government.
We issued over 240 PPP loans for over $24 million. The funds impacted 3,500 jobs in our markets. Our mortgage loan department grew 300% and closed over $60 million in secondary mortgage loans. Deposits grew tremendously, and the bank grew 16% in deposits and total assets. Earnings per share exceeded $3.00 for the first time. The bank's efficiency ratio was below 70% for the first time. W
TriStar Bank remains committed to its community, clients, bankers, and shareholders. Helping people is what we do and who we are. We continue to believe in the American ideals of hard work and honest dealing. We look forward to seeing you!
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