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August
President's Message
Hello everyone, Welcome to August!
I hope you've all had a wonderful summer and are settling back into your routines as a new season begins. The second half of the year is shaping up to be an exciting one for FPA of North Alabama, and I'm grateful to our board for all the work they've put into making this year a success.
Our Annual Symposium is just around the corner on September 17th, and we look forward to another great day of learning, networking, and connecting with fellow professionals. Marly Green, our Symposium Director, has done an excellent job of planning a wonderful event for our members. If you haven't already, be sure to register early and encourage your colleagues to join us.
Thank you for being a part of our chapter, and I look forward to seeing many of you at our August meeting!
Isabella Blount, CPA , CFP®
Financial Advisor
Chapter Meeting
August 20 Chapter Meeting: Modern Long-Term Care Insurance Solutions
As the long-term care insurance market has evolved, hybrid life insurance and annuity products have become increasingly popular alternatives to traditional stand-alone policies. This presentation explores why these solutions have gained traction, the long-term care risks clients face, and the financial impact of needing extended care. Attendees will review key statistics on long-term care costs, utilization, and duration to better understand the need for planning. The session will also provide practical guidance on selecting the most appropriate hybrid solution for clients and navigating underwriting considerations.
By Attending This Session, Participants Will Be Able To:
- Explain the advantages and trade-offs of hybrid long-term care insurance products compared to traditional stand-alone long-term care insurance.
- Evaluate long-term care risk using key statistics, including the likelihood of needing care, expected costs, and average duration of care, to inform client recommendations.
- Identify appropriate hybrid long-term care solutions based on client needs and understand the underwriting factors that influence eligibility.
Brent Thompson
Principal at Thompson Financial
Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 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 the conference room for the presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.
Registration: $15 members (see below for Guest Policy)
$160 - 2026 Season Ticket, covers all regular chapter meetings
RSVP: by the Friday before the meeting.
Register Now
Calendar of Events
2026 FPA Meetings & Events
Aug 20 August FPA Chapter Meeting at the Federal Reserve
Aug 27 NexGen K1 Racing Hosted by First Trust
Sept 16 Sept 16 Pre-Symposium Happy Hour at The Foxhole at The Fennec
Sept 17 Sept 17 Symposium at The Fennec
Oct 15 October FPA Chapter Meeting at the Federal Reserve
Nov 19 November FPA Chapter Meeting at the Federal Reserve
Symposium
We’re heading back to The Fennec on September 17, 2026, for our annual symposium—early-bird registration is now open!
Confirmed Speakers:
- Jay Mooreland, MS, CFP® - Founder and Creator, Behavioral Advisor Academy
Keynote: AI-Proof Your Business - Human Connection That Cultivates Grounded & Disciplined Clients
1 CFP® CE - Carl M. Christie, MBA, CFP®, CFS® - Florida Atlantic University, Adjunct Faculty Instructor
CFP® Board Code of Ethics and Standards of Conduct
2 CFP® Ethics -
Brian Kyle - Wealth Solutions Lead, PIMCO
PIMCO Macro Perspective: Opportunities in Fixed Income & Real Estate
1 CFP® CE -
Rob Harvey, CFA- , Dimensional Fund Advisors
Tax Efficient Portfolio Strategy
1 CFP® CE - Olivia Hails Parkhurst, APMA® - Executive Director, Advisor Solutions Group, Janus Henderson Investors
Preparing Your Practice for the Great Wealth Transfer
1 CFP® CE - Margaret Ann Pyburn - Executive Vice President, CAC, Part of the Baldwin Group
Insurance: What to Look For & What to Avoid
1 CFP® CE - Martin H. Tischler, CFP® - Alternative Investment Specialist | Vice President, T. Rowe Price Investment Services, Inc.
Optimizing Private Credit: Where Strategy Meets Manager Edge
1 CFP® CE
Early bird rates apply before August 21
Pre Sympoisum Social
September 16th
Foxhole at the Fennec 5:00 PM – 7:00 PM
Drinks and Hors d'oeuvres to kick off the Symposium!
Parking instructions: Please refer to the map below for parking available in side lot and Valet parking.
NexGen
RACING INTO THE NEXT GENERATION
Please join your First Trust team for an informal evening at K1 Go-Kart Racing. This is an opportunity to race against and socialize with other “nextgen” financial professionals!
Thursday, August 27
Check-In
6:00 pm
Racing
6:30 pm – 8:30 pm
K1 Speed, Go-Kart Racing
5421 Beacon Drive, Irondale, AL
Read more & Register via Email to [email protected]
Career & Practice
Fall 2026 Financial Planning Career Fair
The University of Alabama Financial Planning Association invites you to our Fall 2026 Financial Planning Career Fair
Date: Tuesday, September 15, 2026
Time: 5:30 PM - 7:00 PM
Location: Student Center Ballroom, 751 Campus Dr, Tuscaloosa, AL 35401
If you have any questions, please reach out to Elliott Pollak: [email protected]
Community Service
We are looking for volunteers to help make the annual symposium even more memorable.
If you’re interested in joining the symposium committee, please reach out to Marly Green ([email protected]).
Partnership
Become a Corporate Partner
OUR VISION FOR OUR PARTNERS
To develop a long term, professional and mutually profitable relationship with our sponsor partners and to create an excellent working relationship between our members and partners.
The Financial Planning Association is one of the largest, most active, and most sophisticated financial advisor groups in the country with over 17,000 members (over 70% are CFP® professionals!) and nearly 77 active local chapters. The FPA North Alabama is widely recognized as a leader in the financial planning community and one of the most successful chapters in the country.
Our chapter is a past recipient of Outstanding Achievement Awards in the categories of Advocacy, Financial Literacy, and Partnering with Like-Minded Organizations.
Our members include financial planners, broker dealers, insurance professionals, attorneys, CPAs, investment specialists as well as banking and thrift professionals.
The chapter’s 170+ members are a dynamic, vibrant audience. Members collectively manage substantial investment assets on behalf of clients. Many FPA members are nationally known and active within leading professional groups and societies. FPA North Alabama members have a wide range of industry experience ranging from seasoned forty or more years to novice first year planners.
PARTNER BENEFITS
RECOGNITION
Visibility as an FPA North Alabama partner throughout the year at all FPANA events, in all newsletters, as well as on our website.
EXPOSURE
You are welcomed to our chapter events and will be introduced to our membership on a consistent basis. The financial professionals you’ll meet through the FPANA Chapter can help you build long-term business relationships.
EXHIBIT TABLE
Members are continually looking for information on new products and services to meet their clients’ needs. Platinum and Gold level partners can display their materials at our monthly chapter meetings to a targeted audience.
OPPORTUNITIES
You have the opportunity to meet and share your message with attendees at the chapter meetings, partner event, and annual symposium. It’s an excellent time to collect business cards for follow-up marketing.
EXHIBITOR SPACE
Exhibitor space is provided at our annual FPA of North Alabama Symposium.
Read more and become a Corporate Partner Today!
