Chapter Meetings

2017 Chapter Meeting Schedule

September 21     Chapter Meeting
Bonds Are Different: Resolving the Active vs. Passive Debate
Presented by Nick Kleinhenz
Sponsored by PIMCO

Join us Thursday, September 21st , as we welcome Nick Kleinhenz of PIMCO to discuss active vs. passive management in fixed income. In particular, Nick will highlight the advantages and tailwinds for active management in the fixed income market including fee dispersion, low yield expectations and a potentially rising rate environment.

Nick is a VP External Advisor Consultant with PIMCO and has been with the company since 2011. He previously worked with Allianz as well as Merrill Lynch and is a graduate of John Carroll University. The meeting will be held at the Federal Reserve building in Liberty Park. Lunch begins at 11:30, and we will move to our meeting room at 12:00 for announcements and the presentation. We look forward to seeing you at this month’s chapter meeting!

1 hour of CFP® CE credit  approved


October 19     Chapter Meeting
Emerging Topics and Recent Changes in Probate Law
Presented by Amy Adams and Peter Wright

Join us for an overview of recent and ongoing changes in Probate law that affect Alabama residents.  This program will focus on recent changes in state and federal law that impact a client’s overall plan.  The speakers will discuss cases and recent statutory law changes that all planners should know when reviewing estate plans for clients.


Season Ticket Holders,Partners and 1st time guests email

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 conference room for 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)
$105   2017 Season Ticket, covers all regular chapter meetings

 RSVP:  by the Friday before the meeting.
Season Ticket holders must RSVP by email to

This is a two-step process. Both registration & payment must be received.

The Federal Reserve is a secure facility. The doors will be opened 11:30 – 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting.  No shows who fail to cancel will be billed $20.

To pay by mail:

Please make checks payable to FPA of North Alabama and mail to:

Pat Morris
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607

 FPA Guest Policy
Effective 1-1-2014

In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings.  All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge.  As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning.  Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.