Home » FOCUS » Stuck in the middle: FPA tackling ‘the sandwich generation’

Stuck in the middle: FPA tackling ‘the sandwich generation’

The Financial Planning Association of Mississippi’s 24th-annual symposium is set for May 1 at the Country Club of Jackson. Planners and participants are tackling a timely theme this year.: “The Sandwich Generation.”

Organizers say many people today find themselves sandwiched between providing care for elderly parents and paying for their children’s college education. The symposium will feature a lineup of national and local speakers. Those include State Treasurer Tate Reeves, who will discuss the state’s college savings plan; David Kelly, PhD, an economist from Boston and managing partner at Putnam Investments; Ken Boothe, vice president of Nationwide Trust; John Russo, vice president of Fidelity Advisors; former Governor and U.S. Ambassador to Saudi Arabia Ray Mabus, who will discuss how the Middle East affects America’s economy; Walt Dallas of Estate Planning 123; and Bart Harrison of Atlanta, who will give a U.S. real estate overview.

Co-sponsors include the Estate Planning Council of Mississippi, the Mississippi Society of Certified Public Accountants and the Society of Financial Service Professionals.

Many professions — CPA, CFP, legal and insurance — require a number of hours of continuing education each year for certifications and licenses. This symposium provides anywhere from six to eight hours depending on the field of work.

Steady growth

Chairman Danny Chancellor says the event has had steady growth with 125 attendees last year, up from 100 the previous year. He’s hoping for 150 attendees this year.

“People should come because the symposium will sharpen their financial skills on different topics, afford an opportunity to network and meet people with whom they may have alliances in the future and they may decide to join our organization and that will strengthen their professional abilities,” he said.

Chancellor, who has been affiliated with Malachi Financial since 1992, points out that important topics of discussion at the symposium include college planning, retirement investing and obstacles investors should look for — all subjects of interest to the sandwich generation.

Tara May, senior manager with HORNE LLP, is active in the association and encourages attendance at the symposium.

“This year’s symposium is appropriately titled ‘The Sandwich Generation’ for those who are struggling with the financial issues related to taking care of elderly parents, their own retirement and estate planning needs as well as planning for their children’s college expenses,” she said. “The symposium will have sessions related to long-term care, retirement planning needs, college savings plans and current updates on issues specific to our state as well as other topics.”

Outstanding speakers

The FPA’s new president, Danny Williams, expects another record crowd this year because of the slate of outstanding speakers. “We are putting on a final promotional push to attract additional participants to one of our chapter’s best events of the year,” he said. “I would like to see 200 people at this event, but will be pleased with solid growth over last year’s numbers.”

Williams, a partner with Woodridge Capital Portfolio Management, feels symposium participants can learn about new topics and get the most current updates on issues they deal with every day.

“This up-to-date information is then used to provide the best possible advice to our clients,” he said. “Things are changing everywhere we look, and the financial planning process is no different.”

Contact MBJ contributing Lynn Lofton at llofton656@aol.com.


… we’d like to ask for your support. More people are reading the Mississippi Business Journal than ever before, but advertising revenues for all conventional media are falling fast. Unlike many, we do not use a pay wall, because we want to continue providing Mississippi’s most comprehensive business news each and every day. But that takes time, money and hard work. We do it because it is important to us … and equally important to you, if you value the flow of trustworthy news and information which have always kept America strong and free for more than 200 years.

If those who read our content will help fund it, we can continue to bring you the very best in news and information. Please consider joining us as a valued member, or if you prefer, make a one-time contribution.

Click for more info

About Lynn Lofton

Leave a Reply

Your email address will not be published. Required fields are marked *