SHARE THE WEALTH GROWING YOUR PRACTICE WITH FPA OF MIDDLE TENNESSEE

January Chapter Meeting See what's happening this month. Member Spotlight Meet our newest board members. Member Resources Get ready for 2020 with FPA Coaches Corner . Advocacy Day Share your voice in February. More information here . President's Welcome Dr. Burton Williams, CFP ® “Courage is being scared to death, but saddling up anyway.” Happy New Year! On behalf of the Board of Directors, welcome to another great year of professional development and engaging networking brought to you by the FPA of Middle Tennessee. Read more ‌ ‌ ‌

Practice Corner Your clients may be eligible for a special $100 Bonus! Read how.

In Focus: Pro Bono Your Chance to Make Good on a New Year Resolution

Thank You Pro Bono Volunteers Pro Bono volunteers gathered on 5 December 2019 to celebrate their service at Amerigo's in Cool Springs. We plan to make this an annual tradition to say thank you, and we hope more of you can attend next year. Pictured to the left, Royce Monk is sharing stories of the impact the made working with prisoners through the years.

In 2020 can you give a day or an hour a week for the next generation? Junior Achievement of Middle Tennessee is gearing up for spring semester now. I'd Like More Information

Williamson County Correctional Facilities We are proud to announce expansion of our highly successful and renowned service efforts with prisoners to Williamson County. You can put your expertise to work for those who need you. Learn More Here

Please Support Our Corporate Partners

Platinum

TrustCore financial planners can help you chart a clear course for your financial future. Serving clients for more than 30 years, TrustCore is consistently ranked among the top wealth management firms in the U.S. This size and scale enables us to bring you deep expertise and unique investment opportunities. Learn More

Gold

Invesco focuses on what’s important, considers all possibilities and refuses to settle for average. To learn more about our pure focus on investing, diversity of thought, and our passion to help investors exceed expectations, click  here .

Our independent perspective, time-tested investment approach, and depth of experience allow us to pursue each day with an eye toward the future. In an ever-changing world, it’s important to be truly active. Learn more about our resources available to financial advisors  here .

Montgomery & Associates Insurance  was selected by the Nashville Business Journal as the Small Business of the Year by category in 2015 and is a Best Practices Agency 3 years in a row for 2016, 2017, and 2018. We combine a “Small Company” atmosphere with “Big Company” expertise. We provide all types of insurance from auto and homeowners to commercial and professional liability. To learn more click here .

TNStars: A 529 Plan is designed to help families set-aside funds for future college costs. Named after Section 529 of the IRS Code that created these, 529 Plans are open to everyone and offer special tax advantages. TNStars gives you choices by offering diverse investment options. And, we’ve made choosing the right option for you easy. Learn more  here . ABLE TN is a savings program designed to help Tennesseans with disabilities set aside money to pay for future qualified expenses. These accounts provide the opportunity to save and invest with tax-free earnings to help participants maintain independence and quality of life. Learn more  here .

How do you like our revamped newsletter layout? Yes, I like the links to articles much better. Select Go back to the periodical style. Select What change? I didn't notice. Select