In Focus: Advocacy
Elevating and Protecting the Profession
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Our local efforts in February raised awareness and deepened or created relationships that will benefit you and all Tennesseans.
As current, FPA national president, Martin Seay writes this month, "All advocacy is, at its core, an exercise in empathy.” To read the full article,
click here
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We particularly thank our attending members, shown to the left with Senate Majority Leader Jack Johnson, for giving their day. They shared ways to make finanical planning services accessible to all and improve financial literacy in our state. He provided promising news on the professional privilege tax.
Also, our appreciation goes out to LaKesha Page, Director, TNStars® College Savings 529 Program | ABLE TN . She connected us with great information and new resources. All adding to the success of the day. She has also made available a special $100 incentive for your clients. Learn more
here
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Want to make a Difference for your Profession and Your Clients?
You can help end the levy of the professional privilege tax on your profession. It is a barrier to new planners and decreases the accessibility of financial planning services for potential clients. Call your state representative and senator today at 800.449.8366
and follow the prompts. Ask them to support measures that increase financial literacy and eliminate costly burdens on your profession. Don't know who your local representatives are? Use this handy
search tool
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Please Support Our Corporate Partners
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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.
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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
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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
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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.
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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
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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
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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
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