The News Room

fi-Plan Partners in the News

(Media contact Chris Davis at (205) 989.3498 or by email here.)

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February 18, 2010:

fi-Plan Partners' 5 Year Anniversary

Today fi-Plan Partners celebrates it's 5 year Anniversary. Greg Powell, President/CEO and Quint Cook, Senior Vice-President, knew changes were occurring in the financial industry that would directly affect their clients.

In order to continue truly placing their clients needs first, they decided they would leave the national firm and become an independent financial planning and wealth management organization. This move allowed them to focus on their portfolio and financial planning expertise and better guide their clients to achieving their dreams and goals.

Greg Powell reflects, “I am thankful everyday for the clients that believed in us and who moved their assets with us on February 18, 2005. At the time we may have looked like we were crazy for making that move, but today we celebrate with our clients that our forecast has proven to be well beyond our expectations. We believe in our clients and are so grateful they believe in us.”

“The freedom to better serve our clients over the last 5 years,” says Quint Cook,“has had a huge impact on those around us and with our abilities growing so much since 2005, you won’t believe what we have in store for the next 5.”

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February 11, 2010: Business Owners Solutions Summit

fi-Plan Partners and The National Federation of Independent Business (NFIB) hosted a group of business owners at Aldridge Botanical Gardens to discuss solutions that are vital to the success of their businesses.

 

 

Rosemary Elebash, State Director of the NFIB of Alabama started the Summit with updates on current State and Federal legislation affecting small business and how one vote has the power to change.

 

 

John Carl, President, Retirement Learning Center, LLC and Executive Director, PLANSPONSOR Institute, spoke on retirement options available to the small business owner.

 

Chris Davis, Director of Integrated Communications at fi-Plan Partners presented the basics of social media and the opportunities Facebook and Twitter creates for business owners to connect with existing as well as with new clients and customers.

 

Greg Powell, President/CEO and Wealth Advisor at fi-Plan Partners wrapped up the Summit by talking about the questions asked through his unique financial planning process, Your Financial House©, that addresses every financial aspect of your business and personal life.

The Birmingham News covered the Summit. You can read the article on the Birmingham News website here.

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February 1, 2010: Greg Powell Recognized in Business Alabama Magazine

fi-Plan Partners owner Greg Powell was recognized as one of four regional Solveras/ NFIB Small Business Champions for 2009 by the National Federation of Independent Business. Powell has been a NFIB member for four years, and serves on the NFIB/ Alabama Leadership Council, as well as numerous other civic boards.

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January 2010: Greg Powell Featured in My Business Magazine

Features - January/February 2010

Going the Extra Mile

NFIB recognizes region and state Small Business Champion
Owning a business, satisfying customers and providing livelihoods for employees are not enough for the 2009 Solveras/NFIB Small Business Champions. For these NFIB member activists, business ownership is also about standing up for free enterprise and contributing their time, talent and resources to protecting the right to own, operate and grow a small business. They believe that an informed, educated, concerned and involved public is the ultimate safeguard for small business; and that honesty, integrity and respect for human and spiritual values are important in all aspects of life--and are essential to a sustaining a good work environment.

NFIB recognized four region Small Business Champions, as well as champions in each of the 50 states. For more information on this year’s winners, visit NFIB.com.

South Region
Greg Powell, CIMA
fi-plan Partners
Birmingham, Ala.

Greg Powell left his corporate job in 2005 to use his experience and knowledge to start his own financial consulting business. Joining NFIB four years ago, Powell immediately saw the value of the organization and became involved in recruiting new members and raising funds for NFIB/Alabama’s political action committee--the Save America’s Free Enterprise (SAFE) Trust.

Promoting NFIB and its members is, for Greg, good business. Whether he’s advocating an NFIB position to a state legislator or helping his state director find out how Alabama’s small businesses are reacting to particular events or issues… Greg believes that NFIB membership is part of what helps small business owners create their own "declaration of independence."

For him, that means having the time to give back to his community and touching the lives around him. Greg is involved in causes ranging from promoting literacy in low-income communities to assisting special needs children and adults.

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January 21, 2010 Gardendale Chamber of Commerce Event

"Creating Your Own Oasis in an Economic Desert"

With guest speaker Greg Powell (read Greg's bio here)

Date: January 21, 2010
Time: 6:30pm
Location: Gardendale Civic Center
Reservations required. Call: (205) 631-9195

Watch preview of the event below

 

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January 10, 2010

Sea of debt: Consumers caught between holiday bills and soaring credit card rates

By Roy L. Williams -- The Birmingham News

(Excerpt)

Every individual or married couple needs to sit down at the beginning of the year and evaluate how they spent money the previous year, not just for Christmas gifts, said Greg Powell, head of Fi-Plan Partners in Hoover.

"Critique yourself to make sure you don't make the same mistakes this year," he said. "Cut out excess spending, take advantage of sales and buy Christmas gifts throughout the year, not just before the holiday."

Read full article here.

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October 27, 2009

Greg Powell Receives NFIB Southern Region Small Business Champion Award in Washington, D.C.

Greg Powell, President and CEO, traveled to Washington, D.C. to receive the National Federation of Independent Business (NFIB) Southern Region Small Business Champion Award at the NFIB Leadership Trust Conference. At the awards luncheon, Greg was featured in a video documenting his involvement and leadership in small business and the community. Throughout the conference, Greg met with National NFIB leaders discussing the future of small business.

Senator Jeff Sessions took time out of his busy schedule to meet with Greg at his office and congratulated him on his award. Greg was accompanied by his wife Peggy and Chris Davis, fi-Plan Partners’ Director of Integrated Communications.

Click here to see more pictures

Watch NFIB Video about Greg Powell Produced for receiving this award

 

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October 23, 2009

Greg Powell, President and CEO, was invited to the State Capital Friday to receive a proclamation from Governor Riley for receiving the NFIB Small Business Champion Award for the State of Alabama.

When Greg informed the Governor that he also won the Southern Region Small Business Champion Award and was heading to Washington, D.C. the following week, the Governor promptly removed his Alabama State lapel pin and asked Greg to wear it while in D.C.

Greg was accompanied by his wife Peggy, Chris Davis, Director of Integrated Communications at fi-Plan Partners and Rosemary Elebash, Alabama's NFIB State Director.

Click here to see more pictures

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October 22, 2009

Greg Powell, President and CEO and President of the Samford Alumni Assoc. (right), accepts on behalf of the Alumni, the Montague Award from Randy Pittman (left), Vice-President for University Advancement. The award was given to mark the achievement of Samford car tag sales reaching $500,000 in revenue for the University. (Photo by Caroline Summers)

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October 20, 2009

fi-Plan Partners hosted a special event for our clients with MetLife investments at The Club of Birmingham with guest speaker Milton Ezrati, Partner and Senior Economic and Market Strategist with Lord Abbett. Milton spoke to a packed room about the recent volatility in the economy and financial markets and answered questions from the audience.

 

October 20, 2009

fi-Plan Partners hosted a special event for our clients with MetLife investments at The Club of Birmingham with guest speaker Milton Ezrati, Partner and Senior Economic and Market Strategist with Lord Abbett. Milton spoke to a packed room about the recent volatility in the economy and financial markets and answered questions from the audience.

 

 

October 8, 2009

fi-Plan Partners Supports Special Equestrians

 

 

 

 

fi-Plan Partners supports Special Equestrians by being a main sponsor of the Fore The Children Golf Tournament. Special Equestrians is a therapeutic horseback riding program designed for people with special needs. Greg Powell and Mac Frasier played in the scramble with local celebrities. To find out moreabout Special Equestrians and the difference they are making in peoples lives, visit their website here.

More photos coming soon.

 

 

September 23, 2009

South Region Small Business Champion

Greg Powell has been selected as the 2009 South Region Small Business Champion for the National Federation of Independent Business (NFIB).  He joins a very select group of award-winners who have made extraordinary contributions to NFIB and their community.

Mary R. Blasinsky, Senior Vice President & Chief of Staff, National Federation of Independent Business (NFIB) notified Greg that he will be a special guests at NFIB’s 2009 Leadership Trust Meeting, October 26 – 28, 2009 in Washington D.C.  There he will be honored with a special recognition at a luncheon on Tuesday, October 26.

Send Greg a congratulations email by clicking here.

 

September 18, 2009

Birmingham Business Journal: An interview with a newsmaker: Greg Powell, President, fi-Plan Partners, LLC

Greg Powell is President and CEO of fi-Plan Partners, LLC, a local financial planning firm he founded in 2005.

Powell created the Your Financial House blueprint tool, which helps clients assess their financial situation and map out their long-term goals and needs.

The firm has licensed the Your Financial House program out to several other firms.

He was recently recognized by the National Federation of Independent Business as the 2009 NFIB Small Business Champion for Alabama.

(Click here to read more)

 

August 23 2009

Alabama Pediatrician Summer 2009 Newsletter Article

Greg Powell leads ROR-AL‘s Partnership Council

Greg Powell, president and CEO of fi-Plan Partners (www.fiplanpartners.com), a wealth management organization that advises organizations, families and individuals who wish to enhance and preserve their wealth, has agreed to chair Reach Out and Read-Alabama’s first Partnership Council.

A husband and father of three girls, Greg enjoys serving several of Alabama’s charities and non-profit organizations, both as part of the mission at fi-Plan Partners and on his own. Greg recently was awarded Samford University’s Brock School of Business Alumnus of the Year award. “It is an honor for me to be the leader of the Partnership Council – a group of truly brilliant, committed individuals who believe in the power of reading. As a ‘bookaholic,’ I am enthusiastic to be part of an organization that inspires young minds to read and educates parents on how to interact with their children by using a book to encourage.”

Amy Gary, owner of Picturebook and president of Watermark in Birmingham, has agreed to serve as co-chair. Marsha Raulerson, MD, FAAP, a past president of the Alabama Chapter-AAP, continues to serve as the program’s medical director.

The Partnership Council will work and make recommendations to the Chapter’s Executive Board regarding the administration and expansion of ROR-AL. For a copy of the strategic plan completed by the Council, visit www.roralabama.org.

 

 

August 17, 2009

Greg Powell Is NFIB 2009 Small Business Champion

Greg Powell was awarded 2009 Small Business Champion for by the National Federation of Small Business of Alabama. Send Greg an email to congratulate him here.

 

August 15, 2009

Greg Powell in The Birmingham News "Investors left to ponder good economic news"

ROY L. WILLIAMS
News staff writer

The stock market's late summer run-up has some investors wondering: have stocks hit bottom and is a recovery under way?

Some Birmingham-area financial planners say they are hearing that question from a lot of clients, who are asking whether it is safe to put their money back in the stock market. They say it is too soon to say, and point to Friday's 76-point decline - the biggest daily drop in five weeks - as a sign.

"Clients in general are still leery of the market, but there is a slow-growing number who are moving back in because this is really a great time to dollar-cost-average into the market," said Melvin Smith, a planner with First Financial Group of the South. 

Greg Powell, head of Hoover's Fi-Plan Partners, believes the market is due for another fall due to lingering problems such as unemployment rates at a 24-year high and continued bank losses related to bad loans.

"I think we could see another market correction over the next 90 to 120 days as foreclosures keep going up and the commercial real estate market begins to implode," Powell said. "A lot of banks that took TARP money aren't being allowed to return it because I believe the government believes things will get worse before they get better." 

(click here to read more)

 

July 17, 2009

Press Release: fi-Plan Partners Announces Promotions

fi-Plan Partners, LLC, a Hoover based independent financial planning and wealth management firm, announces several promotions within it’s organization.   fi-Plan Partners has built a team of experts who are committed to providing strategies designed to grow their clients’ wealth.  The company’s specialty is multi-generational wealth management that involves the entire family in the planning process in order to help them stay informed on financial matters.

In order to continue to serve our clients with excellence, fi-Plan Partners announces the following promotions:

Amy Marquis- Chief Operations Officer
Mac Frasier- Vice-President, Wealth Consultant
Julie Ellis- Branch Operations Manager
Chris Davis- Director of Integrated Communications
Renee Frank- Systems and Cost Manager

“We have assembled a team of experts at fi-Plan, who have played an integral role in helping us fulfill our mission as a company and our commitment to our clients,” said Greg Powell, President and CEO.  “I am proud of our team and what we have accomplished together over the last five years.”

 

May 7, 2009

Greg Powell Receives Alumnus of the Year

Dean Beck A. Taylor presents Greg with the Brock School of Business Alumnus of the Year

Samford University’s Brock School of Business has awarded its “Alumnus of the Year” Award. Winners, and their prizes, were: William H. Belski, assistant professor of accounting, “Excellence in Teaching” award, $5,000 fellowship; Jennings B. Marshall, professor of economics, “Distinguished Service” award, $5,000 fellowship; Archie Lockamy III, the Margaret Gage Bush professor of business, “Outstanding Scholoarship” award, $10,000 research fellowship. Greg Powell, CEO of fi-Plan Partners, was named “Alumnus of the Year.”

Click the player below to listen to Greg's 7 minute acceptance speech.

 

April 23, 2009

Continues Support of The Rise School with Gene Stallings

Greg Powell, Quint Cook, and Mac Frazier, along with Nick Saban, participated in the Gene Stallings Golf Tournament in Tuscaloosa benefiting the Rise School.  fi-Plan Partners has been a long time supporter of the Rise School and was excited an honored to continue their relationship and support.

 

February 11, 2009

Powell Joins Aldridge Botanical Gardens Board of Directors

The Aldridge Botanical Gardens governing board has elected Greg Powell, an independent financial planner and Hoover resident, as its newest member.

Powell, 49, was with Morgan Stanley for 17 years before forming his own financial and wealth management company, fi-Plan Partners, in 2005.  He is president of Samford University’s National Alumni Society and chairman of the University’s Brock School of Business advisory board.

He also serves on the advisory board of Camp Smile-A-Mile, a non-profit that provides a camping experience for children with cancer, and is president of Special Equestrians, a therapeutic horseback riding program for people with physical and other disabilities.

Powell fills the unexpired term of Bob Smith, who resigned because of other commitments shortly after being re-elected for a second three year term beginning Oct. 1, board President Charles Diggs said.  There are five vacancies left on the 17-member board, which members are working hard to fill, Diggs said.

Liz Ellaby

 

October 25, 2008

Greg Powell is the New Samford Alumni Assoc. President

Always striving to make a difference in people's lives, Greg Powell has been elected as President of Samford University's Alumni Association.  After the Homecoming parade, where he was accompanied by his daughters Sara and Lydia, Greg was interviewed during half-time on the Pat Sullivan show by host Jay Roberson where he talked about his goals and vision for Samford University. 

Click here to listen to the interview.

 

October 13, 2008

ABC 33/40 Talk of Alabama

Greg Powell and Quint Cook have a weekly guest segment on Birmingham's ABC 33/40 Morning Talk show Talk of Alabama talking to viewers about how to better manage their finances and plan for their future. The show airs weekdays from 9am-10am.

Click here to get all the information about the morning show.

 

October 13, 2008

Matt Murphy Radio Show

Greg continues to be a regular guest on the Matt Murphy Show providing financial insights. The show airs weekdays 6am-10am on Birmingham's WAPI 1070 AM.

 

October 07, 2008

Greg Powell Live on Fox 6 Evening News

Greg continues to be sought after by the media as an expert in the financial industry. On October 6, 2008, Greg was interviewed by news anchor, Jonathan Hardison, on Fox 6 evening news concerning the current uneasy market conditions.

Subscribe to Greg's Financial Insights mailing list by clicking here.

October 06, 2008

Samford University Crimson Newspaper Article

Greg Powell was featured recently in Samford University's Campus Newspaper detailing his professional success after graduating from the university.

Click here to read the story.

 

September 30,

2008 Birmingham News Article

As you can see, the media is consistently turning to Greg Powell and fi-Plan Partners for expert insight on the financial industry.

Click here to see the latest Birmingham News article.

 

September 26, 2008

Eric Essix CD Release Party

fi-Plan Partners Wealth Consultant, Mac Frasier, and Communications Director, Chris Davis, attended national jazz artist Eric Essix's CD release party at the Tutwiler Hotel in downtown Birmingham. Eric's new album titled Birmingham is his fifth and has been released on Essential Recordings. His music is also featured on www.yourfinancialhouse.com.

Click here to visit Eric's website and listen to the music of this great talent.

 

September 18, 2008

Jason Wallis Photography Studio Grand Opening

Greg Powell and Chris Davis attended a Studio Grand Opening for Photographer of the Year, Jason Wallis.

Click here to visit Jason's incredible website that showcases his photography skills.

 

September 11, 2008

9/11 Hoover chamber of Commerce Event

fi-Plan Partners host the Hoover Chamber of Commerce Coffee and Contacts event on September 11th.. Senior Vice President and Wealth Consultant, Mike Randolph, spoke to the attendees about his first hand experience in the World Trade Center on that tragic day in American history.

Click here to read Mike's story.

 

September 02, 2008

Special Equestrians Charity Golf Tournament

Supporting a worthy program, fi-Plan Partners was a main sponsor of "Fore the Children" Charity Golf Tournament benefiting Special Equestrians, a therapeutic horseback riding program designed for people with special needs.

 

August 20, 2008

Samford Business Nework Meeting with Head Coach Pat Sullivan

fi-Plan Partners is always looking for ways to connect people. On August 20th fi-Plan Partners sponsored the Samford Business Network's kick off breakfast with special guest speaker, Heisman Trophy winner, and Samford University's Head Football Coach, Pat Sullivan. Over 300 people attended the breakfast beating last years all time record also set at the network breakfast which
fi-Plan Partners sponsored.

Greg welcomed the guests and got everyone excited about Samford football and the great opportunities the University provides to it's alumni through Samford Athletics and the Brock School of Business.

 

May 19, 2008

Greg Powell Commencement Speaker at Samford Universtiy Brock School of Business

Greg was honored to be asked to give the commencement speech at Samford University's Brock School of Business, his alma mater.

Click here to listen to his inspirational commencement speech.

 

May 07, 2008

Birmingham News Articles The Money Section

Greg was interview by Roy Williams for the Sunday edition.

Click here to read the article.

The Style Section

Fashion Ambush caught up with Greg and interviewed him for the Sunday Style Section.

Click here to read the article.

The Life Style Section

Greg was interview by Chanda Temple Custer for an article to help professional women prioritize their money matters.

Click here to read the article.

 

April 30, 2008

Prince of Peace Golf Tournament

Committed to giving back to the community, fi-Plan Partners sponsored this year's Prince of Peace School Golf Tournament. The school provides a curriculum which fosters spiritual, academic, physical, and moral growth.

 

April 28, 2008

Rise School Gene Stallings Golf Tournament

Continuing a long history of support for the Rise School in Tuscaloosa, Alabama, Greg Powell, Quint Cook, and Mike Randolph played in the annual Gene Stallings Golf Tournament benefiting the Rise School which provides the highest quality of early childhood education services to children with Down Syndrome.

 

April 03, 2008

Greg Powell writes for Technology Alabama Magazine

Technology Alabama Magazine, the states leading resource for the technology industry asked Greg to write an article for their Spring '08 issue.

Click here to read Greg's article about how technology has helped small businesses take advantage of 401K retirement plans.

 

 

 

 

 

 

April 02, 2008

Greg Powell on the Radio

Greg has frequently been interviewed by Matt Murphy on The Matt Murphy Show radio program to talk about financial and market matters. Tune in online at 4-7pm week days at www.mattmurphyprogram.com or if you are in Birmingham, AL on the radio WAPI 1070 AM.

 

March 14, 2008

fi-Plan Partners Sponsor CBS 42 March Madness Bracket Challenge

fi-Plan Partners is the proud sponsor of CBS 42's March Madness Bracket Challenge

March 13, 2008

Helping Camp Smile-A-Mile Help Children with Cancer

Continuing their long time support of Camp Smile-A-Mile, a camp for children with Cancer, the fi-Plan Partners team attended the Red Nose Ball on February 23, 2008.

 

February 12, 2008

Coffee Tasting and Roaster Tour

In appreciation of our clients and friends we have arranged for a private and exciting tour of Birmingham's own O'Henry's Coffee Roasting Company, the roaster that produces fi-Plan Partners exclusive Your Financial House Blend. Join us and see how the top 1% of the coffee beans in the world are grown, selected, roasted and brewed for your cup. The tour will be followed by a coffee tasting from the three coffee regions with deserts to expand your coffee palate.

This is a great opportunity to INVITE YOUR FRIENDS who enjoy coffee and it would be a great compliment to us if you brought them to our event.

All attendees will receive a sample of O'Henry's special Valentine's Blend to brew in the comfort of their own home compliments of Red Mountain Coffee Roasters.

SPACE IS LIMITED! Don't miss this exciting opportunity to see and taste the difference that is Red Mountain Coffee.

Date: Tuesday, February 12,2008
Time: 4:30-5:30pm
Location: Red Mountain Coffee Roasters, Homewood, AL.

YOU MUST REGISTER TO ATTEND
by Friday, February 8th.
Register by phone 205-989-3498 or email here

 

January 07, 2008

Fi-Plan Partners Sponsors 2008 Opening Tip-Off Club Meeting
Greg greets attendees followed by Auburn's Coach Lebo

On January 7, 2008 fi-Plan Partners sponsored the Birmingham Tip-Off Club's opening meeting of the year at the Harbert Center in downtown Birmingham. Auburn University coach Jeff Lebo spoke to a packed house of Tip-Off Club members and guests.
Greg greeted the attendees, emphasizing the importance of community service, the essential roll coaching and sports play in the development of students, and the benefits of being involved in the Birmingham Tip-Off Club.

fi-Plan Partners is involved in and supports the Birmingham Tip-Off Club to network with individuals who can work with us to better serve our clients as well as our community.

Click here to read the full article.

December 05, 2007

Greg Talks With Governor Bob Riley About Affordable Health Insurance

Greg was recently asked to sit with Governor Bob Riley and five other business owners at a round table discussion on the high and rising cost of health insurance. The governor asked the National Federation of Independent Businesses (NFIB) to select successful business owners from its membership to sit with the governor and give their insight concerning affordable healthcare.

The governor stated that he knows the rising cost of healthcare prevents small businesses from expanding, having a positive impact on the community, and from taking care of their employees. In an effort to change this, Governor Riley took notes as he listened to the round table participants discuss their experience with providing healthcare for their employees and share their concerns.

Greg was interviewed by Channel 13 NBC on the subject of healthcare and small businesses before the event. Afterwards the governor spoke with Greg, thanked him for attending and for his valuable input.

 

October 11, 2007

Women's Investment Forum :

fi-Plan Partners is committed to educating our clients. On October 11th fi-Plan Partners hosted a Women's Investment Forum in conjunction with Samford University School of Business, Business Alabama magazine and ING. Held at the B & A Warehouse downtown, women from all over the city listened and learned from three prominent women in the investment and business world.

October 11, 2007

Special Equestrian Charity Golf Tournament

Always giving back to the community, Greg Powell and Mac Frasier enjoy some time with Greg's father Ray and friends while supporting Special Equestrians in a fundraising golf tournament in October. fi-Plan Partners helped raise money for the non-profit therapeutic riding program for those with special needs.

 

September 27, 2007

fi-Plan Partners with Samford University in Business Alabama: click here

In September 07 we were honored to be asked by Samford University to create a joint advertisement in Business Alabama magazine showcasing the how business and athletics go hand in hand.

 

September 12, 2007

Mike Randolph Remembers 9/11 in Portico Magazine

Our very own Mike Randolph had an article written about his 9/11 World Trade Center experience in Portico magazine. The article was written and submitted by our Communications Director, Chris Davis, who has written freelance articles for Portico in the past.
As Greg was quoted saying in the article, Mike has always been a compassionate person, but after 9/11 his ability to walk someone through hard times, regardless of their financial situation, is greater than before. We will never stop learning from his experience in that tragedy.

Click here to read full article.

 

July 12, 2007

Financial House Blend Coffee

Financial House Blend is roasted exclusively for fi-Plan Partners. Roasted right here in Birmingham by O'Henry's Coffee Roasting Company. You will not be able to find this coffee anywhere else but at our office or online at O'Henry's Coffee Roasting Company.

It's the perfect blend of Columbian Supremo and Papa New Guinea coffee beans. Each bean has its own unique flavor making the final product rich, bold and smooth in the cup. It is blended in perfect balance with a slightly floral aroma and hint of cocoa in the finish. We think it is the best coffee we've ever tasted.

 

April 30, 2007

Prince Of Peace Spring Swing

 

fi-Plan Partners sponsored this golf tournament to benefit Prince of Peace School which provides a curriculum which fosters spiritual, academic, physical, and moral growth.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

April 26, 2007

Gene Stallings Golf Tournament

 

As Gold Sponsors of the tournament, Fi-Plan Partners executives Greg Powell, Quint Cook and Mike Randolph played a round of golf, including one hole with former Alabama Head Coach Gene Stallings, to benefit The Rise School which provides the highest quality of early childhood education services to children with Down Syndrome.

 

 

 

 

April 24, 2007

Samford Univ. Breakfast with Ambassador from the European Union

Dean Beck A. Taylor,John Bruton and Greg Powell

Greg sits with European Union Ambassador to the United States, John Bruton and University faculty at the Samford Business Network-Birmingham. The ambassador spoke on the European Union's economic impact on Alabama including incoming and outgoing business.

 

March 10, 2007

Camp Smile-A-Mile Red Nose Ball

Once again the team at fi-Plan Partners supports Camp SAM at the Red Nose Ball. The Ball, held at the Cahaba Grand Conference Center began with a silent auction followed by a live auction. This event, hosted by Mike Royer, NBC 13 Anchor, raised $475,000 for Camp Smile-A-Mile that serves children with cancer.

 

March 06, 2007

Fi-Plan Partners attend Samford Univ. Business Career Day

Greg Powell & Amy Marquis, fi-Plan Partner's Operations Manager, participate in the Samford University School of Business Career Day.

 

February 21, 2007

Greg speaks to Hoover High School students in the Finance Academy

Greg explained how financial planning and wealth management is important for them to start understanding. Greg appreciated the enthusiasm and feedback from the students on how the Your Financial House® process was in terms they could understand and apply to their lives.

 

February 14, 2007

Samford Business Network-Birmingham Quarterly Breakfast

Greg welcomes guest then later talks with Ms. Sandra B. Cochran, Chief Executive Officer and President of Books-A-Million

fi-Plan Partners sponsored a Samford Business Network-Birmingham breakfast at the Harbert Center. Greg Powell welcomed the record attendance and then relinquished the podium to Ms. Sandra B. Cochran, Chief Executive Officer and President of Books-A-Million, the third largest book retailer in the nation.

 

January 08, 2007

fi-Plan Partners sponsors the Birmingham Tip-Off Club

fi-Plan Partners sponsored the first meeting in January with Mike Davis, Head Basketball Coach at the University of Alabama at Birmingham, as the special guest speaker. Miss Alabama Melinda Toole sang a song at the opening of the meeting.

 

November 09, 2006

Troy Seminar with Miss Alabama Melinda Toole

fi-Plan Partners hosted a seminar at (Mossy Grove Schoolhouse Restaurant) where Miss Alabama Melinda Toole spoke regarding her platform on character. Greg followed with a presentation regarding Your Financial House process and how it relates to clients financial blueprints.

 

October 20, 2006

Greg & Peggy honor Martha Ann Cox as Alumni of the Year

Greg & Peggy attended a Samford Candlelight Dinner honoring Martha Ann Cox as Alumni of the Year. In addition Greg was chosen and recognized as President Elect of Samford University's Alumni Counsel for 2008.

 

October 12, 2006

Greg participates in the Special Equestrians Golf Tournament

Greg played golf with Jay Barker, Al Del Greco and Matt Coulter at the Ballantrae Golf Club in Pelham to benefit Special Equestrians.

 

October 12, 2006

fi-Plan Partners attends fundraiser for Birmingham Advertising Federation

Mike, Emily & Amy attended the American Printing Open House and Silent Auction for the Fall Fundraiser for Birmingham Advertising Federation.

 

October 11, 2006

fi-Plan Helps Clients Clean "financial house"

Greg Powell talks to the Hoover Gazette about why financial planning is essential, why it is often avoided and how fi-Plan Partners has a system that makes it inviting, interactive and rewarding.

 

September 21, 2006

Mitchell's Place invites Greg to present

Mitchell's Place invites Greg to present Developing a Financial Blueprint for families with children with special needs. Greg speaks on Your Financial House® and how it relates to special needs children.

 

August 31, 2006

Greg attends Tuscaloosa Dedication of Gene Stallings’ statue

Greg attended this wonderful event with Stallings' family members for the unveiling of Coach Gene Stallings' statue in front of the University of Alabama football stadium.

 

 

 

 

 

 

 

 

August 27, 2006

Fundraiser for the UAB Blazers Athletic Program

Greg attends the UAB Blazer Club Auction

 

August 19, 2006

Autism Society of Alabama Gala

Greg and Peggy attended Autism Society Gala fundraiser.

 

May 22, 2006

Swinging with the Greats:

Powell, fi-Plan Partners' president and CEO, spent the day with his foursome, including football legend Don Shula, in Woodland Hills (Tuscaloosa), starting with a sunrise breakfast and an early tee time of 8 a.m. The occasion was the 2006 Mike Shula Charity Golf Tournament, benefitting the Arc of Tuscaloosa City, which provides services to adults with special needs, and the Don Shula Foundation, which allocates grants to the top breast cancer research institutions.

 

May 15, 2006

Party with a Purpose

BellSouth event guests arrived at 6 p.m. for great food, beverages ad desserts, followed with a first-rate education about retirement planing. The event was held at Fi-Plan Partners' Financial Consulting Center in Birmingham.