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Financial Planning Week features a number of events

Something new has been added this year to celebrate Financial Planning Week in Mississippi, observed October 1 -7. A special meeting featuring a renowned speaker is being hosted by the Mississippi Financial Planning Association and is open to visitors.

The October 2 event at the Country Club of Jackson brings Rob Slee, investment banker and author of “In Search of the Midas Touch,” to address attendees. His talk will focus on current issues and threats that America’s privately owned businesses are facing and will offer his insights and several possible solutions.
“He’s on a mission to save small businesses, and he’s perfect for our clients because that’s mostly who we serve,” said Walt Dallas, chairman of the week’s events. “He’s a phenomenal guy and an internationally known person.”

Dallas, president of Estate Planning 123, says those attending the luncheon meeting will have the opportunity to interact with Slee and ask questions.

“I got to know him in Chicago through InKnowVision, a think tank for large estate plans and closely held businesses,” Dallas said. “He is looking for opportunities to speak and wants to spread the message about saving small businesses.”

Slee is a principal of Robertson and Foley, a national investment banking firm located in Charlotte, N.C., and is also the author of “Private Capital Markets.”

FPA’s president, Danny Williams, says owners of all size businesses can reap benefits and information from Slee’s discussion. “It will help them learn ways to increase the value of their businesses,” he said. “A lot of times, businesses are sold that could be valued at higher prices if they were set up more systematically. We will show how it can be done in different types of businesses.”

Williams, president of Woodridge Capital, says business owners, investors and other professionals will get their money’s worth from this special meeting and other events celebrating Financial Planning Week. The association’s monthly meeting on October 4 features John R. McCallum, CPA, of GranthamPoole CPAs. He will speak on cost segregation basics.

The association also has a special insert in this week’s Mississippi Business Journal with informative articles written by FPA members representing different disciplines. Supplement chairman Randy Mascagni said the publication is to educate people about financial planning. It’s the second year the group has produced the supplement as part of the week’s observance.

“It can be kept as a guide and reference,” he said. “It includes a list of professionals with different fields of expertise. A lot of people don’t realize how many professionals are involved in making financial planning decisions.”

Mascagni, president of Mascagni & Company, points out that everyone needs financial planning. “It’s never too late or too bad of a situation for help,” he said. “We want to make everyone aware of that and to get the word out what financial planners have to offer.”

Williams adds that the supplement can be utilized by a number of different people with questions relating to financial, legal and tax issues. He wrote about retirement plan investing for the publication.

“Many people are not devoting enough time to it,” he said. “It’s not important to them until that time draws near.”

Financial Planning Week creates awareness of the need for financial planning and the many ways professionals can help, he said. In addition to the two programs and business supplement, the Mississippi Chapter will sponsor public service type programs on radio and television.

The FPA Mississippi Chapter is part of a national non-profit organization for the financial planning community with more than 28,500 members across the country. The state chapter holds monthly meetings and offers educational and enhancement programs and forums for professionals. It also provides approximately 15 hours of continuing education at a symposium held in May each year. More information is available online at www.msfpa.org/.

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

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