---
title: The FSP Institute Heads to Nashville in January
description: Join the FSP Institute in Nashville this January for expert insights and networking opportunities with industry leaders in financial planning, estate planning, and retirement strategies.
---

[NAIFA's Leaders Blog ](https://leaders.naifa.org/blog)

# [The FSP Institute Heads to Nashville in January](https://leaders.naifa.org/blog/the-fsp-institute-heads-to-nashville-in-january)

 Written by [NAIFA](https://leaders.naifa.org/blog/author/naifa) | 11/20/24 9:03 PM

First held in 1946, the FSP Institute brings together experts and professionals serving high-net-worth clients. It provides attendees the unique opportunity to network directly with our main-stage presenters and others who have made their mark on the industry. Now that FSP is a NAIFA Community, an even wider array of professionals will join the conversation and enhance opportunities for professional growth. At the FSP Institute, attendees will gain the latest insights into: 

ESOPs | Financial Gerontology | Next Generation Estate Planning   
Opportunity Zones | Post-Mortem Estate Planning   
Social Security Optimization | Special Needs Planning | And More!

Presenters in Nashville will include:

- [**Tom Hegna**](https://solutions.naifa.org/e3t/Ctc/ZQ+113/cjLQ104/MWMTdpVX74PW7fXjHq7VhrZrW6rg8CD5nB5dBN2bpb_W3qgyTW5BW0B06lZ3lBW8vHr5p3G0yx3N8qw-LxP4N2BN5fVMQdtBhRPW3d2x-R4TCvy9W3n53QX2JL90nW83Jmn760rrHWN4qlF72x13DNW3WSrd08JdpPfN67-JJVzCyjpW90pwGt1KhMKtW5bX6tR5jdhS6W47C44g2L5zz8W4f3-gR8YYtlCW3KKNl95Pp7S3W4M74LG3N5ngjW56pKCQ6cH0-QW6LTXDk4qJyq2W6QZ1dx8N1qxJf1DL4Rj04)**, CLU, ChFC, CASL**, author, speaker, economist, and retirement-planning authority. 
- [**John N. Migliaccio**](https://solutions.naifa.org/e3t/Ctc/ZQ+113/cjLQ104/MWMTdpVX74PW7fXjHq7VhrZrW6rg8CD5nB5dBN2bpc143qgyTW7Y8-PT6lZ3mcW25r-MQ26GzTRW4Sd0y-7k1q-_W1yJbsf2gQ4vVW9bNqc653pPdbW1xfLTS7pr5WzW5yBVDq7zSmq-W1dKx4n6sZ1zJW5DwD2h2JcKvJW2Q-jrz8tCWFrW8H42-s7jc_xsW6vPs817PnwnFW6F9p4y548xmlW1w8Btp6RdThCVhXrfv70bng7W1JKTXC6mvrg5W1GPyFB8bm_T0W4SyXv31rz8DQW6RDgB91RhTcwW5W3fGc7TP7vPW6KYmy_20zz8YW6v53dB2ZryTdW6Q3kzf2X0_RsW6THn874xdrkcW6xgSTX5tncZDW6cr9F73w2kzsW3bPxJ_4yXt6Jf9d4C9v04)**, PhD, RFG, FGSA**, the President of Maturity Mark Services Co., former President of the American Institute of Financial Gerontology, and a leading researcher on financial aspects of aging.
- [**Kelly O. Finnell**](https://solutions.naifa.org/e3t/Ctc/ZQ+113/cjLQ104/MWMTdpVX74PW7fXjHq7VhrZrW6rg8CD5nB5dBN2bpc0b3qgyTW69sMD-6lZ3m8W2KtV7y8q_s_BW4087ZG8JcvcPW1K9Nhc4nmpt7W5GJ35V7dbgKBW5F-q8t6stj06VTg3Rl6_FQCXVk72zf8mvFF7W3Q1TQP2kSJ-KW13zc9B7Zwv0QN4PFj6qcq3vjN5psmBX9DtZcW1ms2782wKvy6W5m0W3j1LzVsdMt2H6lSvnBZW6gJQ8h2PW-XZW8LKsx51ZFb_GN6NtnS82FXWmVNX_7y2_VBsGMrP6jQ_zqnHW2p08FT8KjQhdf2ysm3F04)**, JD, CLU, AIF**, one of the leading ESOP consultants in the country and a highly sought-after speaker.
- [**Ashley L. Case**](https://solutions.naifa.org/e3t/Ctc/ZQ+113/cjLQ104/MWMTdpVX74PW7fXjHq7VhrZrW6rg8CD5nB5dBN2bpc0v3qgyTW6N1vHY6lZ3lzW1CwH-b5XMLMJW6Sg8dR7T6NN6W6WCQ3b7rsXGKW7dX71-7Z6V9kW5wsL6g6n0gqgN8VgpSjb2mLrVSdPg76LlMtKW6yT1rV6LCswrW12Nlz86Fjzm0W5szj1q36k-wGW2L1_Bg1nMpk2N3ffDW7cVT08W4BFSGD7zB_TcW43RzKm7YxnP3W3rqNr_1zFLkJVY2DVx1fg-YyW234k057mys5VW3xSLv33l3rHQW6hq7z18jzQHqW7Djkyx4nfPQ-W4KQ9N_57JQt-W2wGq292fzkgRdR9hvj04)**, JD, LLM**, a dedicated estate planning attorney with extensive experience handling complex post-mortem tax scenarios. 
- [**Hale E. Sheppard**](https://solutions.naifa.org/e3t/Ctc/ZQ+113/cjLQ104/MWMTdpVX74PW7fXjHq7VhrZrW6rg8CD5nB5dBN2bpc0v3qgyTW6N1vHY6lZ3q4W3DBbKk1p8_m-VCz1bs7qTzPkW23jJhK26r19CW3gSTgx3T3pK2W2R9Y571F5cnMW2pjZ-M6LvqPDW4HBDYd37F5NdW6cjDng673k3JW5xV7SW5_D-X5W4jvt-h63J_NwW2dwhzf4xc55BW3tHjMW3xbGtLW1-M-TS4JjNWXW7H7qJ18dwvytW2xjkjT8SCl4gW2Cysfg3_r2Q9W8Q61Nk7pZ_mrN8-gNxLYMvtXW5S8Ctz1Z8WCPW5dTZ7x4VwMSQW97Bzdm33nLwfW1r0RkL27SDs-f2Br3Vl04)**, BA, MA, JD, LLM, LLMT**, a Shareholder in the Tax Controversy Section of Chamberlain Hrdlicka in Atlanta who has participated in over 250 Tax Court cases.
- [**Brian Balduzzi**](https://solutions.naifa.org/e3t/Ctc/ZQ+113/cjLQ104/MWMTdpVX74PW7fXjHq7VhrZrW6rg8CD5nB5dBN2bpc0v3qgyTW6N1vHY6lZ3lzW6pCcx24rLKgqW4TZcs-5R15k0VznBRZ20x2brW1Ktj1P3NksJSW7xXCdc3rh37PW1Xv32t95XqxLW3SvPGf3lYqcKVq2pLM6VWwfKW8XVwQ_50xVtpW1Hhfq87hT3M9W1ywgxM26T_PWVdS4vF51m6M2W1XfnXT2d5wpfW6j1m7R92LQ5fN2Y-1sK5GdfNN7bJ9yD3DDTVW3P4kZn8sJgmmVB9x372ktMTDW7XVWRf3rfRXPV_47-Z88GvLXW2g0PNs1mDFBmW37YmN93_jwK-f74LYlH04)**, JD, LLM, MBA, CFP**, a Private Client Services Attorney at Faegre Drinker and estate-planning expert.

Many NAIFA members may not be aware of the FSP Institute or that it now falls under the NAIFA umbrella. Please help us to spread the word.

[View full post](https://leaders.naifa.org/blog/the-fsp-institute-heads-to-nashville-in-january)

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