Recent Events

Greg Powell on the Matt and Aunie show

Greg Powell on the Matt Murphy Show

March 09, 2017

Greg spoke with Matt Murphy and Andrea Lindenberg on talk 99.5 via the Matt and Aunie show this morning. Listen to the podcast of the show below.

Greg Powell talks about his book on the Matt Murphy Show     
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Investors' Insights Live Online Broadcast "Navigating the Markets in 2016"

March 17, 2016

Today we hosted our first of many live webcasts, Investors’ Insights: Navigating the Markets in 2016. We had a great crowd of participants join us online. Greg Powell and Bobby Norman especially enjoyed the Q&A session at the end. Thank you to all who attended.

Birmingham Tip-Off Club Luncheon with sports legend Greg Sankey

March 14, 2016

Fi Plan Partners was the proud corporate sponsor of the Birmingham Tip-Off Club Luncheon this past Monday with special guest Southeastern Conference Commissioner, Greg Sankey.

View pictures of the event here.

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Live Confidently Special Needs Planning Event with Bob Cornelius

March 13, 2016

Birmingham attorney, Bob Cornelius, PC, discusses our clients the special attention that is needed in dealing with special needs planning. Bob’s law practice specializes in elder care and special needs and he shared with us his insights from his extensive years of experience. Watch Bob Cornelius’ interview “How To Start Planning For A Special Needs Child” here.

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Live Confidently Elder Care Planning Event with Bob Cornelius

March 10, 2016

Birmingham attorney, Bob Cornelius, PC, discusses with our clients the special attention that is needed when dealing with the financial situation in elder care. Bob’s law practice specializes in elder care and special needs and he shared with us his insights from his extensive years of experience. Watch Bob Cornelius’ interview “How To Start Planning for Elder Care” here.

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Investors' Insights with Black Rock

March 09, 2016

(Details and pictures to come)

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Investors' Insights Portfolio Strategies Client Event

February 18, 2016

We enjoyed having a great group of clients in our office this evening for our Investors’ Insights event which we host several times a year. We answer questions about the markets and the trends we are tracking so our clients will understand how we are developing our strategies designed to protect and grow their wealth.

View pictures of the event here.

LPL Financial Advisor Institute Panel Technology Committee meets at Fi Plan Partners

January 12, 2016

We enjoyed having a great group of clients in our office this evening for our Investors’ Insights event which we host several times a year. We answer questions about the markets and the trends we are tracking so our clients will understand how we are developing our strategies designed to protect and grow their wealth.

View pictures of the event here.

Town of West Jefferson Mayor's Prayer Breakfast

January 28, 2016

Greg Powell was invited to speak at the first Mayor’s Prayer Breakfast in the Town of West Jefferson, AL. Greg shared his insight on the current state of the economy, how technology is changing the landscape of America, and ideas on how the West Jefferson could benefit from this technology.

An Evening with Chris Stewart, host of the Nick Saban Show

December 06, 2015

Chris Stewart, who has been covering and broadcasting college and high school sports in Alabama for over 25 years, spent the afternoon and evening with some of our clients and guests for two special events at our office. Chris entertained us with his unique insight on University of Alabama football, basketball and baseball, SEC coaches and players, and what it is like to cover sports in Alabama for over 25 years.

View pictures of the event here.

Samford Bulldog Club Luncheon Event Sponsors

November 19, 2015

Greg Powell was invited to speak at the first Mayor’s Prayer Breakfast in the Town of West Jefferson, AL. Greg shared his insight on the current state of the economy, how technology is changing the landscape of America, and ideas on how the West Jefferson could benefit from this technology.

Samford Network Breakfast Event Sponsor with Chairman/CEO of LPL Financial, Mark Casady

October 19, 2015

Fi Plan Partners sponsored the Samford Network Breakfast in their new building and arranged for the Chairman/CEO of LPL Financial, Mark Casady, to be their first guest speaker. As the Chairman and CEO of the largest independent broker/dealer in the nation, Mark Casady shared his experience and insight on the changing financial world and what it takes to lead an organization like LPL.

View pictures here.

Congressman Gary Palmer

October 16, 2015

Alabama Congressman Gary Palmer visited our office to have breakfast and a roundtable discussion with NFIB members and other professionals concerning issues and events in Washington, DC.

Watch the Gary Palmer interview with Greg Powell here. View event pictures here.

Alabama State Treasurer, Young Boozer

April 23, 2015

This week’s Fi Plan Partners Live Confidently luncheon featured Alabama State Treasurer, Young Boozer. In addition to a hearing a great presentation from Treasurer Boozer, business owners and professionals had the chance enjoy lunch and network at this event. Look for more Live Confidently events soon. View event pictures here.

Portfolio Strategy Session On The Road

April 07, 2015

This week Fi Plan’s Portfolio Strategies Team visited with some of our clients in Troy, AL. Clients had the opportunity to learn more about the investment strategies and philosophies behind our firm, and get a closer look at how their portfolios are managed. As always we had a great time visiting with some of our out of town clients.

View event pictures here.

10 Year Anniversary, Visit from Robert Moore, President of LPL

February 19, 2015

We were honored to have the president of LPL Financial, Robert Moore, join us to celebrate 10 years of serving our clients as an independent investment firm. The day was filled with special events including a breakfast with the Samford Business Network, a luncheon for Fi Plan Partners clients, and a special engagement in the Brock Forum for Samford University business students.

Client Appreciation Event

January 22, 2015

Fi Plan Partners hosted clients and friends for Dreamland Bar B Q at a Samford University basketball game. It was a fun night and a good time together. The Bulldogs also beat the University of North Carolina Greensboro.

View event pictures here.

Portfolio Strategy Sessions

January 2015

Fi Plan’s Portfolio Strategies Team hosted clients to learn more about the investment strategies and philosophies behind our firm. This unique opportunity gave clients a closer look at how their portfolios are managed.

View pictures here.

Dr. Art Carden

November 14, 2014

Fi Plan Partners hosted another great Live Confidently luncheon on Friday November 14th. At this session, Samford University Brock School of Business Economics professor, Art Carden, led a discussion on “How Birmingham can become the next capitol of the 21st Century South”. These luncheons continue to be a great opportunity for business owners and professionals to network, and discuss topics that can impact their businesses and financial future.

View event pictures here.

Commissioner Twinkle Andress Cavanaugh

October 30, 2014

Twinkle Andress Cavanaugh, President of the Alabama Public Service Commission, spoke to a group of business owners and professionals at our most recent Live Confidently luncheon. President Cavanaugh’s experience in public service, policy making, and small business allowed her to provide excellent insight into the issues in Alabama that can affect business owners and the future of the economy in Alabama.

View event pictures here.

Dr. Scott Beaulier

September 30, 2014

Dr. Beaulier is the Executive Director of the Manuel H. Johnson Center for Political Economy at Troy University, Chair of the Division of Economics and Finance, and the Adams-Bibby Chair of Free Enterprise. Dr. Beaulier spoke to attendees about the economy in the state of Alabama, the Johnson Center at Troy University, and current issues that affect business owners and professionals.

Lt. Governor Kay Ivey

August 28, 2014

Lt. Governor Kay Ivey spoke to local business owners and professionals about current issues in Alabama that can have an impact on their business. Topics included, the role of the Lt. Governor’s office, key pieces of legislation that business owners should pay particular attention to, and the best way for business owners and professionals to get involved in improving the business economy in Alabama.