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The Financial Planning Association of Middle Tennessee

PO Box 150608 Nashville, TN 37215-0608
Phone: 615/473-1450 ♦ E-Mail: Suzanne Regen

 

The Financial Planning Association's primary purpose is to be the community that fosters the value of financial planning and advances the financial planning profession.

PLEASE REVIEW OUR TERMS OF USE AND DISCLAIMER PRIOR TO VIEWING THIS SITE.

Our Mission

The mission of the FPA of Middle TN is to advance the profession of financial planning in Middle Tennessee and to provide quality, professional education to our members and the public.

Our Vision

The FPA of Middle TN is recognized as the organization which encourages the highest ideals for Financial Professionals. We educate, inform and serve our members and through them the public. We do this with passion borne of hearts that require and accept only the best efforts from members.


2008 Chapter Meeting Dates

January 16

February 20

March 19

April – no meeting

May 21 - Ethics

June 18

July 16

August 20

September 17

October 15
Educational Symposium – Willis Conference Center

November 19

December – no meeting

Meeting location:
Lipscomb University
3901 Granny White Pike
The Ezell Center, 3rd Floor, Room 301
View Google Map

3:15 PM -- refreshments and networking;
3:30-5:00 PM -- meeting

Annual Conference
FPA Boston 2008
October 4-7, 2008



The Middle Tennessee Chapter strives to fulfill the mission of the FPA and to further be a valuable resource to the citizens and financial planning professionals of Middle Tennessee. You have come to the right place if you are a consumer, a financial planning professional or a member of the Press looking for information on the financial planning profession.

Feel free to browse our site and contact us if we can be of assistance.

Click here if you are looking for a Certified Financial Planner.

The Financial Planning Process

  • Establish Goals
  • Gather and Analyze Information
  • Educate and Inform
  • Propose Solutions
  • Implement the Plan
  • Monitor and Edit the Plan as conditions change
  •