The FSP Institute Heads to Nashville in January

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, CLU, ChFC, CASL, author, speaker, economist, and retirement-planning authority. 
• John N. Migliaccio, 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, JD, CLU, AIF, one of the leading ESOP consultants in the country and a highly sought-after speaker.
• Ashley L. Case, JD, LLM, a dedicated estate planning attorney with extensive experience handling complex post-mortem tax scenarios. 
• Hale E. Sheppard, 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, 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.