SHARE THE WEALTH GROWING YOUR PRACTICE WITH FPA OF MIDDLE TENNESSEE Please click the box for a special message from those who support you and your career.

Live Virtual Event Client Communication Tips and Tools to Navigate Market Stress Today @5PM Registration Required Click Now Provided by: Next Chapter Meeting May 20, 2020 This meeting is currently planned to happen at TrustCore. Featured Speaker: Chris Hennessy, JD, CPA Topic: Understanding the SECURE Act and implications on planning Plus, Putnam's Sr. Regional Advisor, Dan Greene, has offered some links, available on the RSVP page, to help you prepare now and for the presentation. RSVP for May's meeting here . President's Welcome Dr. Burton Williams, CFP ® Welcome to the FPA of Middle Tennessee, especially all of our new and prospective members! Please know that you are not by yourself, we will get through this together and more now than ever before, our Financial Planning Association is here to listen, support and react when needed. Read more . . . ‌ ‌ ‌ COVID-19 Update: Your chapter leaders continue to track the current health crisis carefully and diligently. Based on the guidance we have at this moment, there will be no in- person events for April 2020. We are working to craft opportunities for members to meet virtually. If you have any ideas to share with members in these trying times, please share at fpamidtn@gmail.com. We will review our approach for May later in April, and we will keep you informed each step of the way. We wish you and your family peace and wellness in these difficult times.

Practice Corner  Navigating the New Reality 

In Focus: FPA Joins Forces with CNBC an exclusive newsletter that delivers the latest news from CNBC right to your inbox

The Financial Planning Association ® (FPA ® ) and CNBC have joined forces to launch Money Matters . Curated by CNBC journalists covering the world of investing and personal finance, Money Matters helps FPA members stay on top of important news and trends to better serve clients.   Sign up for the newsletter now!   As a bonus, you can now access a news feed of CNBC content on the FPA website. The feed is updated every day and provides quick access to articles that appear in Money Matters and CNBC.com. Login to the FPA website to access the news feed .

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 represent numerous A+ Financially rated insurance carriers and provide a diversity of insurance products from homeowners insurance, car & truck insurance, flood insurance, condo insurance, motorcycle insurance, and business insurance.

‌ Richards Bespoke  was founded by Stephen Richards Jr., a Nashville native, with a background in business and a passion for clothing. Richards Bespoke specializes in the design and creation of custom, 100% hand-made suits, sport coats, slacks, tuxedos, shirts, jeans, and leather jackets for both men and women. Richards has designed suits for athletes and celebrities such as Patrick Mahomes, AJ Brown, Derrick Mason, and Tua Tagovailoa to everyday business leaders throughout the country. With bespoke fashion, everything is customizable, so your options are endless. Learn more about our packages  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 .