Chapter Newsletter
2nd Quarter 2022
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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.
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You Don't Want To Miss This!
The FPA Social Event, Where The First Round Is On Us!
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Enjoy a free drink from a carefully curated selection of craft beers, ciders, seltzers, and non-alcoholic beverages, while getting to know your fellow FPA members!
May 19th, 2022 at 5pm
Knoxville's full-service food truck park
900 N. Central Street | Knoxville, TN
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Economic Update From The Federal Reserve Bank of Atlanta!
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Join Us This Monday!
On May 9 at 12pm Eastern, we’ll hear from Emily Mitchell, Director of the Nashville Branch with the Federal Reserve Bank of Atlanta.
Emily will provide an economic outlook and discuss current macro conditions including:
- A view of the labor market
- Cost/price pressures at play
- Ongoing supply chain disruptions
- Demand trends
1 hr CFP® CE Pending
Time: 12:00pm Eastern
Location: Virtual
There is a $25 charge for Non-Members looking to get CE Credit.
Non-Members and guests please use this link to pay the $25.
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Welcome To Our New Chapter Executive!
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After many years of faithful service to our chapter, Tammy Nelson has moved away to North Carolina. We wish Tammy the very best!
We are pleased to announce that Katy Cook is our new Chapter Executive. Katy is a graduate of Farragut High School and Brigham Young University.
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Estate Planning Conference
Our friends in Middle TN have invited us to join their estate planning conference. It will be an in-person event from 8am to 11:45pm followed by a networking lunch until 1pm.
Tuesday, May 10th
At Spark Cool Spring
3.0 hours of CFP CE - Pending
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FPA DC Advocacy Day is June 22!
FPA Advocacy Day is an important opportunity for FPA members and leaders to gather in Washington, D.C. to continue the dialogue with federal policymakers about the financial planning profession.
Join your fellow members on June 21 for a education symposium and on June 22 to meet with congressional representatives.
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The FPA Virtual Externship Is Back!
Internships and Continuing Education: Reimagined.
No experience necessary. All are welcome.
You’ll get the opportunity to see how financial planning is applied in diverse financial planning firms, and with diverse clientele, so you can finally see yourself in the profession.
For those pursuing the CFP designation, the Externship offers 180 CFP Board Standard Pathway experience hours.
Registration open April 4th-May27th
Program timeline June 6th - July 29th
FPA Member price: $199
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You can also contact our Director of NexGen
Nathan Burcham
nathan@bbenefits.net
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Living The Legacy Of The "Volunteer State"
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The Pro Bono Efforts of our chapter helped contribute to VITA's (Volunteer Income Tax Assistance) results of e-filing 383 federal tax returns totaling $633,415 of refunds put back into our community.
We have also partnered with Wesley House, Friends of Literacy, and Volunteer Ministries to offer pro bono financial planning for their constituents.
We are actively looking for more non-profits to partner with and welcome any introductions.
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"Did You Know...
FPA Offers Group Memberships?"
The FPA group membership offers a single consolidated invoice and discounts
- 15% off individual FPA membership dues
- 10% off FPA signature events (FPA Annual Conference and FPA Retreat)
- Plus, all the benefits of individual FPA membership!
For More Information Contact
Marie Lovett, CFP®
marienicolelee@gmail.com
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Job Opening
The Trust Company has an opening for the following:
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Our 2022 Chapter Events
Monday, May 9th, 12 pm - Chapter Meeting- Federal Reserve
Thursday, May 19th, 5pm - Social Event at Central Filling Station
*The NexGen Happy Hour in May is consolidating with our all-member social
Thursday, June 16th, 12pm - NexGen Chat
Thursday, June 23, 4 pm - Roundtable
Wednesday, July 13th, 12 pm- Chapter Meeting
Thursday, July 21st, 5pm - NexGen Happy Hour
Thursday, August 18th, 12pm - NexGen Chat
Thursday, August 25th, 4 pm - Roundtable
Wednesday, September 14th, 8 am- Chapter Meeting - Ethics
Thursday, September 15th, 5pm - NexGen Happy Hour
Plus more events in October and November
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Jesse Hedrick
jesse@collegiateblueprint.com
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Sharon Moore
smoore@etf.org
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Jeff Nizzardo JNizzardo@EatonVance.Com
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Dean Germain
dean.germain@fairwaymc.com
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Mike Armstrong Michael.Armstrong@gs.com
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Brad O'Bryan
bobryan@sfgmembers.com
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Brad Bower bbower@patriotinvestment.com
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Daniel Hopson
Daniel.Hopson@prudential.com
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John Felton
JFelton@tba.com
mmynatt@tba.com
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Olivia Hails
Olivia.Hails@janushenderson.com
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Scott Boughton
Scott_Boughton@americancentury.com
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2022 FPA of East Tennessee Board of Directors
Meet Your Board...
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Past President,
Director of Technology
Roger Kiger, CFP®
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Treasurer
David Jeffries, CFP®, RICP®
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Director of Programs
Adam Brock, CFP®
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Director of Partnerships
Michael Simpson, CFP®
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Director of Community Relations/Pro Bono
Thomas Cook, CFP®
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Director of Social Media
Matthew McDaniel
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Director of Membership
Marie Lovett, CFP®
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Director of NexGen,
FPA Advisory Council Chapter Rep
Nathan Burcham, CFP®
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Chapter Executive
Katy Cook
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Contact Us
FPA of East Tennessee
PO Box 34053
Knoxville, TN 37930
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