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Tel: 901.413.6256



P.O. Box 38975

Germantown, TN 38183

Upcoming Events

The Financial Planning Association of Greater Memphis holds member lunch meetings on the first Wednesday of most months. First time guests at luncheons are free. Please check the calendar for summer and winter breaks in our schedule, as well as other events associated with the chapter. 

NexGen Lunch

November 21, 2019

Meet us at Harkavy Shainberg Kaplan (6060 Poplar Ave Suite 140) for lunch. We will be discussing the article from the latest issue of the FPA's Next Generation Planner magazine, "How to be Taken Seriously When Clients are Twice Your Age."

11:30 am - 12:30 pm

2019 Allied Professionals Planning Conference

December 04, 2019


Hilton Memphis, 939 Ridge Lake Blvd


“Current Estate and Charitable Planning Issues and Strategies,

including Upstream Planning and Planning to Maximize Income Tax Basis”


Featuring:  Turney P. Berry, Esq.

Wyatt, Tarrant & Combs, LLP


Continuing Legal/Professional Education - We will apply for 3.00 hours CLE (TN, AR, & MS); CPE Credit: 3.50 Tax; CFP 3.50 and will apply for 3.00 hours CTFA; CEU; and 3.00 Tennessee Department of Commerce and Insurance Dept. continuing education credits.

Registration: 7:45-8:30 am, Presentation: 8:30-11:45 am

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