January 
President's Message
Happy New Year! I hope everyone had a great holiday season and is feeling refreshed heading into 2026.
Our board held our annual planning meeting in December, and I’m really excited about what we have ahead this year. I’m especially thankful for our board, which is an engaged and hard-working group that genuinely cares about our members, our profession, and our community. We are also grateful for the continued support of our partners and the strong engagement from our members, which allows us to deliver meaningful value as a chapter.
All the best,
Isabella Blount, CPA , CFP®
Financial Advisor
Calendar of Events
2026 FPA Meetings & Events
Jan 15 January FPA Chapter Meeting
Feb 19 February FPA Chapter Meeting
Mar 19 March FPA Chapter Meeting
Chapter Meeting
January Chapter Meeting: Wealth Planning trends 2026: Comfort, catch-ups, and coin flips
This presentation highlights key wealth planning trends for financial advisors. It provides actionable insights to support meaningful client engagement throughout the year. The content addresses strategies for managing retirement income concerns. It also explores navigating market volatility and leveraging upcoming tax law changes.
Learning Objectives
The presentation is designed to help participants begin to:
- Learn Year-Round Conversation Starters: Use trends like cash holdings and tax law changes (e.g., Roth catch-up rules, QSBS opportunities) as timely reasons to reach out and keep clients engaged across different life stages and market conditions.
- Spark Deeper Planning Dialogues: Frame discussions around emotional drivers such as peace of mind and income stability to better show how retirement income plans translate into monthly spending and reinforce confidence.
- Leverage Behavioral Insights: Incorporate findings from the 2025 Janus Henderson Investor Survey and behavioral finance frameworks to guide conversations about market downturns, cash allocations, and diversification.
Earn 1 CFP® CE
Membership
It's time to buy your season pass to all 2026 Chapter Meetings for $160!
Announcement
ALABAMA SECURITIES COMMISSION ANNOUNCEMENT OF NEW POLICY AND INVESTMENT ADVISER GUIDANCE
The Alabama Securities Commission has adopted changes to its policies on investment adviser use of testimonials, endorsements, and social media, allowing Alabama registered investment advisers similar latitude in marketing activities as SEC registered investment advisers.
The Policy Statement, which is attached, is also available on the ASC website. These changes will go into effect on December 4, 2025.
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.
Board of Directors
Dear Members,
The 2026 Board of Directors for the Financial Planning Association of North Alabama is hard at work planning an outstanding member experience for the year ahead.
Chair – Taylor Brown, CFP®
President – Isabella Blount, CFP®
President Elect – Peyton Jones, CFP®
Secretary-Treasurer – Tara Ingram, CFP®
Partnership Director – Luke Fargason, CFP®
Programs Director – Greta Sandy, CFP®
Symposium Director – Marly Green, CFP®
Membership Director – Brad Acton, CFP®
Advocacy Director – Madison Caswell , CFP®
NexGen Director – Carson Eddy, CFP®
Public Relations Director – Kara Wingard
Career Development Director – Savannah Frickey
