Let's Change Tomorrows. Let's Start Today

Happy New Year! Your friends at FPA of Charlotte are ready to START CHANGING TOMORROW TODAY! And we are starting with YOU! The board of directors has thoughtfully planned out a proposed calendar of events for 2021 with new opportunities for engagement in the virtual world as well as tentative plans to reconnect in person in the fall. In addition, we are ramping up our dedication to our members by increasing our investment in how we deliver the news, events and resources that help you do what you do to the best of your ability. Stay tuned for more details on these and several other new initiatives. And, as always, we welcome your feedback and suggestions for content, speakers, events and more.
On January 19, during our monthly meeting, the membership will have the opportunity to vote on the slate of officers for 2021. You will see some new faces joining those who continue to serve:
Chairman: Thornton Withers
President: Geoff Owen
President-Elect: Jon Shumate
Treasurer: Brandon Davis
Membership Director: Michele Stutts
Program Director: John Cullum
ProBono Director: Todd Curry
Pro Bono Co-Director: Mary Lou Daly
NexGen Director: Bridget McDermott
If you would like to nominate someone for the board, please email us.
Mark your calendars for the following schedule:

First Tuesday of each month: Practice Management Series*
Third Tuesday of each month: Monthly Meeting with CE**
Fourth Tuesday of each month: Small Group Sessions**

*February - June only
**No meetings in July
JANUARY 19 | 11:30AM-12:45PM
Annual Meeting & Monthly CE

Presented by Brian Levitt, Global Market Strategist with Invesco. Brian will address the economic outlook ahead of us along with what happens now that we have a new President.

FPA Member $20
Non Member $40
JANUARY 26 | 9:00AM-10:00AM
Small Group Session

Join us for our first Small Group Session of 2021.

Planning for 2021

Limited to 20 attendees.


John Dohn
National Sales Manager
phone: (833) INS-RISK
mobile: (847) 254-3028

Chris J. Schwall
Advisor Consultant RIA
Direct 704 654 5296

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140 Amicks Ferry Road, Suite 334
Chapin SC 29036