MAY 2016
IN THIS ISSUE
Pro Bono Opportunities
Barons Game
Advocacy Update
Meeting Schedule
EPC Joint Meeting
Mini BE CE
FPA Anniversaries
Partners
www.fpana.org
2015 BOARD
BETH MOODY
PRESIDENT
205-879-5001
JOINT MEETING WITH ESTATE PLANNING COUNCIL
FRIDAY, MAY 20
WILLIAM HOCUTT
CHAIR
205-208-8755
KYLE WHITTINGTON
PRESIDENT– ELECT
205-967-4200
Charitable, Estate and Business Succession
RUS JORDAN
PARTNERSHIPS
205-320-4035
Patricia Annino of Prince, Lobel, Tye, LLP
DAVID CLARK
TREASURER
205-208-8721
Friday, May 20
7:45 am - Noon
DAVID WARD
PROGRAMS
205-208-8700
Harbert Center
Complimentary for FPA Members
Register with EPC or FPA
CFP CE program
FERGUS TUOHY
ADVOCACY
205-909-3111
CALLIE JOWERS
PRO BONO
205-871-4361
SCOTT WARD
PUBLIC RELATIONS
205-877-4889
BETH VITTITOW
MEMBERSHIP
205-443-2579
TYLER MCGUIRE
MEMBERSHIP
205-408-3000
JIM SUMPTER
SYMPOSIUM
205-510-9074
JOHN BLALOCK
CAREER DEVELOPMENT
205-440-4124
PAT MORRIS
CHAPTER EXECUTIVE
205-901-8823
PRESIDENT’S MESSAGE
BETH MOODY, CFP®
The weather continues to warm and the daylight increases each day. It’s impossible not to
get at least a little bit of spring fever! If this resonates with you, you’re in luck. Even
though we’ll take a break from our normal monthly chapter meetings, FPA of North
Alabama has lots of great events over the summer. There’s no excuse to get stuck in your
office all summer, so join us for the events below!
Barons Game – Wednesday, May 11th
Pro Bono One-On-One Counseling with Military Veterans – Wednesday, May 18th,
Wednesday, June 22nd, and Wednesday, July 20th
Joint Meeting with Estate Planning Council – Friday, May 20th
Mini BE CE Program (3 CE Credits available for the cost of $15 members, $45 non
members) – Thursday, June 16th
Birmingham Financial Alliance Social at Innovation Depot – Tuesday, July 12th
Round Table Discussion Group – Thursday, July 21st
We’ll pick up in August with our monthly meetings, beginning on August 18 th. Our
other big event in the fall will be our Annual Symposium. Mark your calendars for
Tuesday, November 1st.
Hope to see you soon!
Beth
MAY 2016
PAGE 2
[email protected]
www.fpana.net
2016 Chapter Meeting Dates
Date: Thursday, August 18
Topic:
Location: Federal Reserve Bank
Sponsored by:
Future Dates:
Thursday, September 15
Thursday, October 20
Tuesday, November 1 Symposium
RSVP required.
Unless otherwise specified, all meetings are on the 3rd
Thursday from 11:30 AM - 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here
Format: Eat together in a gourmet style cafeteria until
11:55, then move to conference room for
presentation. Food is not allowed in conference rooms.
Please RSVP and arrive on time to enjoy lunch and the
speaker. Registration: $10 members
RSVP: Online by the Friday before the meeting.
Season Ticket holders must RSVP by email to
[email protected]
FPA is committed to pay for each reservation made. If
you cannot keep your reservation, notify Pat at
[email protected] by Friday before the
meeting. No shows who fail to cancel will be billed $20.
Guest Policy
In an effort to boost membership, we have removed the
financial incentive to be a continual guest at chapter
meetings. First time guests may attend a chapter
meeting at no charge. A guest’s second meeting
requires a $15 contribution. The third and all meetings
that follow will cost $50. As an incentive to join,
members receive great discounts for chapter meetings,
our golf outing, Symposium, plus access to free CE in
the Journal of Financial Planning. Between the networking,
continuing education and advocacy of our profession,
we believe that the cost of membership is far exceeded
by the value. Guest policy adopted by the 2014 FPANA
Board of Directors
Save the Date
For Upcoming Events
Wed. May 11
Wed. May 18
Fri. May 20
Thu. June 16
Wed. June 22
Wed. July 20
Thu. July 21
Tue. Nov 1
Baron’s Game
Pro Bono 1 on 1
EPC Speaker
Mini BE CE
Pro Bono 1 on 1
Pro Bono 1 on 1
Roundtable
Symposium
We’re Taking You Out to the
Ball Game!
Join us for a Barons Day Game!
Wednesday, May 11th at 11:00 AM Regions Field
Price is $15 person and covers admission, parking pass,
food and drinks.
Food will be served (Hamburgers, Hot Dogs, Chips, Baked
Beans, Potato Salad, Cookies) along with soft drinks and
ice tea. We will also have beer and everyone will be given
2 drink tickets.
Deadline to register is May 3rd.
Parking passes and tickets will be mailed to you.
Monthly One-On-One Financial
Planning Consultations
Financial Planning for Military Veterans
May 18
June 22
July 20
30 Minute Sessions
Wednesday Nights- 5:30PM-6:30PM
Volunteers needed for 30 minute one-on-one
consultations.
Participants sign up in advance. Please contact
Callie Jowers ([email protected]) to volunteer.
CONGRATULATIONS TO THE FOLLOWING MEMBER ON HER FPA ANNIVERSARY:
MRS. BETH MOODY
5 YEARS
[email protected]
www.fpana.net
MAY 2016
PAGE 3
ADVOCACY UPDATE
FERGUS TUOHY, CFP®
We have a bill!
Our IRA protection bill (SB337) went to the Alabama House Financial Services Committee on
Wednesday morning and received a unanimous favorable review. It is scheduled to go to the House floor for
a vote on Tuesday, May 3. SB337 was unanimously approved by the Senate. If it clears the House next
week, it will go to the governor to be signed into law.
I would encourage each FPA member to sign up for FPA Engage—an
easy way to keep informed about advocacy issues that affect us locally
and nationally. Sign up for FPA Engage: http://www.cqrcengage.com/fpa
FPA OF UA NOMINATED FOR AWARDS
KYLE WHITTINGTON, CFP®
The Financial Planning Association at The University of Alabama has had an incredible semester. Led by
board members Grace Martin (President), Wesley Wood (Vice-President), Ashley Burrell (Secretary), and
Ross Kennedy (Treasurer), the FPA at UA has garnered student and faculty support throughout the semester
through various speaking engagements and networking opportunities for members. The student chapter has
had the pleasure of hosting FPANA members throughout the year including Jesse Zora, Kyle Whittington,
Marshall Rathmell, Sandra Cleveland, Jay McGowan and many other professionals in the financial planning
industry. The FPA at UA was rewarded for their commitment to success with two nominations from
University of Alabama faculty members for The Service & Leadership Awards. The SAL Awards is an annual
recognition ceremony held to honor the contributions of campus organizations, as well as individuals, to
service and leadership within and outside of the UA community. In regard to campus leadership and service,
these are the highest honors that can be given to student organizations and individuals. The chapter was
nominated for Outstanding Professional Organization and President, Grace Martin was nominated for the Will
Byington Award for Student Officer of the Year.
Please join us in congratulating these young professionals on their hard work and dedication! Please keep the
UA chapter students in mind when opening your practice to new hires; these young professionals are
continually seeking employment and internship opportunities.
MINI BE CE DAY
JOHN BLALOCK, CFP®
Earn up to 3 CFP® CE Credits on June 16, 2016.
Join us on Thursday June 16th to view recordings from the FPA Annual Conference. You’ll gain valuable insights and
practice management strategies, learn about trends and predictions on prominent industry topics and earn continuing
education credit. Sessions include:

Estimating the True Cost of Retirement Presented by: David Blanchett, CFA, CFP®, AIFA®2

Engaging Millennials: The Rubik's Cube of Financial Planning Presented by: Eric Roberge, CFP®

Tax Reform, Fiduciary Definition, Rollovers… What is Washington Doing and What Do You Need to
Know? Presented by: Marcia Wagner, J.D.
th
June 16 2016 at the Federal Reserve building.
Lunch from 11:30 – 12 PM.
Sessions from 12:00-3:00.
**You must be present for the entire session to receive CE credit**
Only $15 members, $45 non members. Must preregister.
***This event not covered by Season Ticket.
Please contact Rus Jordan about
becoming a Partner
MAY 2016
PAGE 4
PLEASE THANK OUR 2016 PARTNERS
Premiere Partner
External Partners
Ivy Funds
Internal Partners
The materials in this newsletter are provided for informational purposes only. These materials do not constitute financial advice, and are not guaranteed to be
correct, complete, comprehensive or current. The materials contained in this newsletter do not necessarily reflect the opinions of the FPA of North Alabama or any
of its members.