February 
President's Message
We kicked off 2026 with a strong January chapter meeting and a great turnout of members, partners, and guests. Thank you to Ben Rizzuto of Janus Henderson for an excellent overview of wealth planning trends for the year ahead, and to Olivia Hails for her continued support.
I also want to extend a special thank you to our Partnerships Chair, Luke Fargason, for assembling a strong slate of partners for the year. Our chapter truly could not do what it does without their support, so please be sure to thank our partners when you see them.
February Meeting Update: Our February meeting will be held virtually via Zoom on February 19 (not at the Federal Reserve). The program will examine common personal liability exposures and today’s liability risk environment, featuring Brooke Moor, CAPI, CIC, and Margaret Ann Pyburn.
Save the date! Our 2026 Symposium will be held on September 17th at The Fennec. Thank you to Marly Green, our Symposium Chair, for securing the venue and date.
We look forward to seeing everyone online this month!
Isabella Blount, CPA , CFP®
Financial Advisor
Calendar of Events
2026 FPA Meetings & Events
Feb 19 February FPA VIRTUAL Chapter Meeting
Mar 19 March FPA Chapter Meeting "Charitable Planning With Business Interests and Other Non-Cash Assets" with presenter Mike Booth, senior gift planner at the Federal Reserve
Apr 16 April FPA Chapter Meeting at the Federal Reserve "The Pimco Advisor Playbook" with presenters Russell Olson, Nick Kleinhenz & Sean Brock
May 13 Member Appreciation Social in the Baron's Suite
Aug 20 August FPA Chapter Meeting at the Federal Reserve
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
Chapter Meeting
February virtual Chapter Meeting: understanding liability exposure
This presentation reviews common liability exposures and explains how personal liability coverage works to protect against them. It includes real-world claim case studies and an overview of current liability trends to illustrate evolving risks. Key coverage questions are explored to help individuals better understand their potential exposures and policy limitations. The presentation concludes with practical strategies for addressing and mitigating personal liability risks.
Learning Objectives
By attending this session, participants will learn:
- Definitions and details of personal and excess liability coverage
- Key personal liability questions
- Solutions for addressing liability needs
Speakers:
Brooke Moor, CAPI, CIC
Business Development Manager, Chubb
Brooke Mooris a senior business development manager for Chubb in the Personal Risk Services division, a role she began in January 2021. During her ti me with Chubb, she has cultivated strong relationships with agents and brokers across Alabama and Mississippi, successfully managing new business growth while also maintaining high financial retention through the current hard market cycle.
Prior to her career at Chubb, Brooke spent 11 years as an independent agent, first serving as a personal lines producer with McGriff, Seibels & Williams before transitioning into the role of family risk manager with McGriff. In that position, she specialized in risk management, sales, and customer service for successful individuals and families. She holds both the Certified Insurance Counselor (CIC) and Certified Advisor of Personal Insurance (CAPI) designations and maintains her producer’s licenses in Alabama and Mississippi.
Margaret Ann Pyburn
Executive Vice President, CAC Group, part of The Baldwin Group
Margaret Ann is an Executive Vice President and Manager of the Personal Lines Division of CAC Agency. She specializes in assisting financially successful individuals and families with their unique and intricate personal insurance needs.
Her experience includes identifying and quantifying risks unique to high-value homes/estates, vacation homes, automobiles, watercraft/ATVs, jewelry, and collections, and makes recommendations on how to better protect them. She was awarded the 2019 JoAnn Heltibridle Award for Professional Excellence by the Private Risk Management Association.
Before joining, Margaret Ann was a Vice President with AmSouth Bank. She has been an active member of the Junior League of Birmingham for over 30 years.
She graduated Cum Laude with a Bachelor of Arts Degree in History from Birmingham-Southern College and has the professional designation of Certified Insurance Counselors (CIC) and Certified Professional Insurance Agent (CPIA). She is a past president of the Alabama Independent Insurance Association.
1 CFP® CE
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.
Symposium
We’re heading back to The Fennec on September 17, 2026, for our annual symposium—early-bird registration is now open!
Early bird rates apply before August 21
Partner Ad
Financial Forum
Tuesday, March 3, 2026
Lunch:
11:15 am – 12:00 pm
Presentations:
12:00 pm – 2:30 pm
Grand Bohemian Hotel
2655 Lane Park Road
Mountain Brook, AL 35223
Hosted Valet Parking
Space is limited, please RSVP today.
For questions about registration, contact
Chrystian Maciorowski
630-517-7615 | [email protected]
