Don't Miss Our Social Event and March Symposium!

Chapter Newsletter

1st Quarter 2023

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!

A Welcome From Our President

Adam Kornegay, Senior Associate Adviser

Asset Planning Corporation

Welcome to an exciting new year with the Financial Planning Association of East Tennessee. We have high hopes for a "normal" meeting schedule after several years of adjusting as we go.

Our chapter is proud to be your Partner in Planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

I'm honored to return this year as our President. Please join me in thanking departing board members David Jeffries, CFP®️, Roger Kiger, CFP®️, Adam Brock, CFP®️, and Matthew McDaniel for their service to the chapter. I'm pleased to announce that Connor Cox, CFP®️ and Nick Hughes®️ have joined the board as Treasurer and Director of Education, respectively.

As chapter leaders, we are always interested in hearing your thoughts and suggestions on how we can help you grow as a planner. Please don't hesitate to reach out to me or any other board member with suggestions. Interested in how you can help the chapter even further? Send Nathan Burcham an email to learn about joining our fantastic board!

Speaking of feedback, you may have heard about the FPA's drive to protect the title of "financial planner." During a recent town hall discussion, I heard it described as follows: "Title protection is about who has the right to call themselves a financial planner." You can learn more about the initiative here. The FPA wants to hear your thoughts on this important matter. Please take 10 minutes this week and complete this survey: https://www.surveymonkey.com/r/FPATP2023

You Made an Impact!

Second Harvest has many excellent programs, but while the FPA was there, we helped with their Food for Kids program.

This program provides healthy, easily-prepared food to some of the most vulnerable children in our community. These children are discreetly given food for themselves (and any siblings they may have at home) every Friday throughout the school year.

Our Impact:

We packed 86 boxes of granola
That was 3,612 3oz bags of granola
Over 10,836 oz, nearly 700lbs, of granola
Making up over 500 meal portions

Food for Kids' Overall Impact In 2022:

12,000+ - current number of children benefitting form the program
1,100,000+ - number of meals provided this year
$100 - average cost per child to provide healthy food each week for a full school year
$0 - cost to the school/children receiving food

Thank You for Your Service!

$1 is all it takes to give 3 meals.

Upcoming March Symposium!

Our half-day symposium is coming soon and we have some amazing speakers lined up!

Brendan Frazier

Founder of Wired Planning + Host of the Human Side of Money Podcast

"The Ultimate Discovery Meeting"

Andrew Clark and Scott Boughton

From Avantis and American Century

"The Feeling Isn’t Mutual: Why Advisors Are Choosing ETFs Over Mutual Funds and How SMAs Compare"

Margo DeLashmutt, CFP®

BlackRock

"Tax Foundations: Tax-Efficient Portfolios"

Lauren Brown and Lisa Gammeltoft

Kizer, Gammeltoft & Brown, P.C.

"What Does the Will Say?…And Why It May Not Matter"

3.0 hours of CFP^®_{CE credit}

_{1 extra hour of CE credit pending}

Wednesday, March 8th, 2023

8:00am - 12:30pm Eastern Time

*Breakfast Served at 7:40am*

Bridgewater Place

205 Bridgewater Rd, Knoxville, TN 37923

(Streaming Option Available)

*Cameras must be on if attending virtually*

Mark Your Calendar for February's Social Event!

One of the best things about the FPA of East Tennessee is the vibrant community of planners dedicated to improving our craft.

Let's take a moment to connect and unwind at our first social event of the year.

Please join us on February 23 at 5pm at Orange Hat Brewing Company (located on Hardin Valley Road, adjacent to D1).

Feel free to drop by for a few minutes or stay the whole time.

5:00 PM Thursday, February 23rd

Orange Hat Brewing Co.

10246 Hardin Valley Rd, Knoxville, TN 37932

Send Adam Kornegay a quick email (adam@assetplanningcorp.com) so he can save a table with space for everyone.

Welcome to Our New Board Members!

Director of Technology

Director of Programs/Events

Connor Cox, CFP®️

The Trust Company of Tennessee

Nick Hughes, CFP®️

Visionary Horizons

Looking To Hire?

Meghaan Lurtz, our September 2022 speaker from Kitces, has a student, Eldon McCabe, who will be moving to Tennessee in July. Meghaan tells us, "I cannot say enough nice things about Eldon. He is a great student."

Eldon McCabe's Resume

FPA Open Enrollment and FPA Business Hub

Enrollment for FPA insurance options is currently open from February 1 – February 28, 2023. FPA members may enroll in Business Overhead Expense Insurance (simplified underwriting on the first $6,000 of elected coverage with one health question), Group Short-term and Long-Term Disability insurance (guaranteed Issue with no medical questions if not previously declined), and/or Group term Life and AD&D insurance (simplified underwriting on the first $50,000 of elected coverage with one health question if not previously declined). To learn more, register for the informational webinar on February 22nd at 3pm EST, or visit www.associationinsurancebenefits.com.

FPA Business Hub - Your members can explore thought leadership content and solutions from experts and vendors across financial services with the new FPA Business Hub. This curated online library consists of timely and downloadable content on more than 10 critical topics. With a mix of technical, management, and professional development content, the Hub is designed to meet your members’ needs. The Hub already features more than 50 downloadable pieces of content and more will be added regularly.