[first published in the April 14th issue of the Mississippi Business Journal, page 14]
The Magnolia State is home for a wide range of talented financial planners, analysts and professionals who would be right at home on Wall Street. Fortunately for their clients — and business reporters on a tight deadline — they’re running successful firms and managing impressive portfolios right here on Main Street Mississippi.
I always enjoy visiting with folks on the frontlines of the financial services industry. Their perspectives help us tell better business stories no matter what we’re trying to cover.
Over the past few years, we’ve gotten to know members of the Financial Planning Association’s Mississippi chapter through working together on several projects. For the past two falls, we’ve put together a special publication of columns written by local FPA members as part of Financial Planning Week — the first week of October. We’re in the planning phase of that project right now.
Every spring, FPA hosts an annual symposium, and the Mississippi Business Journal helps sponsor and spread the word about the speakers, topics and continuing education credit opportunities. This year’s symposium is set for April 30 at the Country Club of Jackson. Last week when visiting with Ann Caves, who helps manage the association with husband Roy, I learned that this year’s FPA symposium is the 25th-annual incarnation of the event.
That’s a milestone worth celebrating.
The Estate Planning Council of Mississippi, the Mississippi Society of Certified Public Accountants and the Society of Financial Service Professionals are joining FPA as associates in presenting “Financial Planning: Putting the Pieces Together.”
Key issues and items on the agenda include business and securities law, the U.S. economic outlook, health savings accounts, tax updates, post-Katrina insurance and, of course, much, much more. Speakers include:
• Delbert Hosemann, Mississippi Secretary of State
• Jay Bryson, senior economist for Wachovia Corporation
• John Scott, CPA, firmwide director of tax services for HORNE LLP
• Stan Neese, United Healthcare
• Bill Rayburn, Ph.D., chairman of FNC Inc.
• Mike Chaney, Mississippi Insurance Commissioner
• Barry K. Jones, J.D., LL.M., CPA, AEP, partner in Wise Carter Child & Caraway law firm
• Walter Wofford, founder and CEO of IRA Wealth Education Inc.
For additional information or to register, contact the FPA office in Jackson at (601) 981-9834 or msfpachapter@bellsouth.net.
Contact MBJ editor Jim Laird at jim.laird@msbusiness.com. Read his blog at mbjblog.wordpress.com.
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