Exciting Updates from the FPA of East TN

Chapter Newsletter

4th Quarter 2022

What Is The FPA of East TN All About?

We are an organization dedicated to professional education, business success, advocacy and community. Please join us the second Wednesday of January, March, May, July, September, and November each year and for other special events hosted throughout the year.

For more information about our chapter and upcoming events Visit Our Website!

Second Harvest Service Event!

1pm - 4pm on Thursday, December 1st

Mark your calendar to come and serve with your fellow FPA members at the Second Harvest Food Bank on Thursday, December 1st. Duties will be assigned when you arrive and training will be provided on-site before we begin.

Tasks could vary but will be either sorting, packing / re-packing, labeling, cleaning, or a combination. Some tasks are not food related, but aid in their effort to provide food for others. Be on the lookout for more details to come!

Date: December 1st from 1pm-4pm

Location: 136 Harvest Lane, Maryville, TN 37801

They need an accurate headcount so please register below if you plan to attend.

I Want To Serve

Giving Back To Our Community

Through Pro Bono Financial Planning

Cynthia A. Hanson, Director of Financial Planning at Ameriprise Financial in Minneapolis, is coming to Knoxville to share how to get involved in pro bono financial planning as well as the best practices for serving prop bono clients.

1.0 hour of CFP^®_{CE credit available}

Wednesday, November 9th

12:00pm Eastern Time

Bridgewater Place

205 Bridgewater Rd, Knoxville, TN 37923

(Streaming Option Available)

*Cameras must be on if attending virtually*

If you have not registered or would like to bring a friend please email Katy, our Chapter Executive, at

fpa.etn@gmail.com

Don't Miss NexGen's Social Mixer with TSCPA Young CPAs!

For the final NexGen Happy Hour of the year, we'll be gathering for a social mixer with the young CPAs from the Tennessee Society of CPAs!

Join your fellow NexGen members for an evening of conversation, networking, and cold libations.

Location:

Albright Grove Brewing Co.

2924 Sutherland Avenue, Knoxville

Date & Time:

Thursday, November 10th at 5:00pm Eastern

Registration: Not Required!

Questions: call or text Nathan Burcham at (865) 310-0047

See you there!

We Won the Membership Orientation Course Contest!

FPA National recently held a contest to determine the chapters with the highest completion of the new Member Orientation Course. The FPA of East Tennessee won the Small Chapter category. As promised, our Membership Director, Marie Lovett, randomly awarded a $50 Amazon gift card to one of our members who completed the membership orientation course.

Congratulations to Caroline Friedrich!

Thank you to all the members who completed this orientation course. If you have not yet had the chance to complete it, please do so by clicking on the link below. It is a self-paced course for all members and will help you make the most of your FPA membership!

Member Orientation Course

2022 Chapter Leaders Conference: Stronger Together

FPA of East TN's President, Adam Kornegay, and Chapter Executive, Katy Cook will be attending the FPA Chapter Leaders Conference from November 17th -20th. This event will provide training and networking with other FPA chapter leaders as well as an opportunity for our local chapter to raise our questions and concerns to FPA national. We look forward to this event and sharing with you what we learn.

FPA Annual Conference

For all Members!

With a focus on connection, learning, and community, FPA Annual Conference 2022 is the experience you want.

For two decades, the Financial Planning Association (FPA) has been hosting the 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.

Date: December 12th- 14th

Location: Seattle, Washington

For more information click the link below!

I Want to Know More

Do You Have Questions About Life Insurance?

Zach Gosselin, Vice President at the Tennessee Brokerage Agency, has been one of our guest speakers at a few of our events this year. He is providing a follow-up resource for all FPA members who are interested. Below is a link to the TBA Advisor's Life Insurance Playbook. This playbook was created by TBA for two reasons: