The Financial Planning Association Of Greater Memphis

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 581984763 ✦ Germantown, TN ✦ Designated as a 501(c)(6)

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Overview

What is The Financial Planning Association Of Greater Memphis?

The Financial Planning Association of Greater Memphis is a nonprofit organization that champions financial planning as a vital community service. They provide a platform for their members and guests to expand their knowledge and meet their continuing education needs through regular luncheon meetings and an annual conference called Visions in Planning VIP. The association is dedicated to fostering financial planning education and has hosted various events to further this objective.


Official website here: www.fpagreatermemphis.com

Is The Financial Planning Association Of Greater Memphis legitimate?

The Financial Planning Association Of Greater Memphis is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Financial Planning Association Of Greater Memphis submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.fpagreatermemphis.com

What is the mission statement of The Financial Planning Association Of Greater Memphis?

The Financial Planning Association of Greater Memphis strives to boost the recognition of financial planning as a beneficial practice within the community. It achieves this by providing its members and attendees with opportunities to expand their knowledge and fulfill their continuing education requirements through regular luncheon meetings and the annual Visions in Planning VIP Conference. Furthermore, the association has a history of organizing events to promote financial planning education within its scope.


Official website here: www.fpagreatermemphis.com

What is the revenue of The Financial Planning Association Of Greater Memphis?

The Financial Planning Association Of Greater Memphis's revenue in 2023 was $38,566.


Official website here: www.fpagreatermemphis.com

Who are the executives of The Financial Planning Association Of Greater Memphis and what are their salaries?

Here are 8 key members and their salaries:


Frank S Allen Jr (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph L Wilder (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Anderson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Teri Hirt (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Wes Lacey (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robby Graham (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Timothy Ellis (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Betsy Hutchins (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpagreatermemphis.com

Where can I find the form 990EZ for The Financial Planning Association Of Greater Memphis?

The Financial Planning Association Of Greater Memphis's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.fpagreatermemphis.com

Learn more at the official website: www.fpagreatermemphis.com

Mission Statement of The Financial Planning Association Of Greater Memphis

The Financial Planning Association of Greater Memphis is committed to elevating the status of financial planning as a vital community service. Through their initiatives, they provide a platform for both members and guests to expand their knowledge and fulfill their continuing education requirements. This is accomplished through regular luncheon meetings and their annual Visions in Planning VIP Conference. The association is dedicated to fostering the value of financial planning within their community by organizing events aimed at promoting financial planning education.

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Impact




October, 2024

The Financial Planning Association of Greater Memphis significantly enhances the financial well-being of individuals and families in the community by promoting financial literacy and professional development. Through monthly luncheon meetings and the annual Visions in Planning VIP Conference, it provides valuable educational opportunities for members and guests alike. These gatherings foster knowledge-sharing and networking among financial professionals, ensuring they remain updated on industry best practices and trends.

Moreover, the association's commitment to financial education is evident in the numerous events it hosts, which aim to demystify financial planning for the public. By emphasizing the importance of sound financial practices, the organization empowers community members to make informed decisions about their financial futures. Ultimately, the Financial Planning Association of Greater Memphis plays a crucial role in improving community knowledge and engagement in financial planning, contributing to overall community improvement.




This information is meant to be a general summary of The Financial Planning Association Of Greater Memphis. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$38,566 (2023)
Expenses
$52,530 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $521
  • Gross Receipts: $38,566

Assets and Liabilities:

  • Total Assets: $68,532
  • Total Liabilities: $0
  • Net Assets: $68,532

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Organization Details

Principal Officer

Robby Graham

NTEE Category

Code: S41 - Community improvement

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