Asset Planning Corporation

24 years and counting!

We love supporting our community and are thrilled to be a sponsor! Performances are next weekend- get your tickets now!

Financial planners, wealth advisers, fiduciaries-we are all of these. We start each new client’s financial journey by seeking to better understand his or her wants and needs. Expert investing and financial planning for every stage of your life.

Congratulations to each and every graduate! May your future be bright and your goals and dreams become reality!!

Spring 2023 Commencement - Commencement Upcoming Ceremonies The spring commencement ceremonies will take place May 18 - 20 in Thompson-Boling Arena. Undergraduates will participate in college-based ceremonies throughout the weekend. The graduate hooding ceremony will begin at 7 p.m. Eastern on Saturday evening. Beginning at

Asset Planning Corporation is pleased to be a major sponsor of the Knoxville Walk to Make Alzheimer's a Memory 2023!

The annual walk is a special time to honor loved ones and show our commitment to local families living with this disease while supporting research for better treatments and a cure.

The festivities are held rain or shine at the beautiful UT Gardens (2518 Jacob Dr) beginning at 9am on Saturday, April 22. The ribbon cutting and walk begin at 11:15am.

If you are participating in the walk, make sure to stop by our APC table to say hello and pick up some special goodies!

Please support the cause by joining our team or donating on the Team APC Fundraising Page:
https://alztn.securesweet.com/teampage.asp?fundid=30590

Last night was Career Night at Sequoyah Elementary School. Adam and James were invited to speak to the students about being a financial planner. Adam's wife teaches music at Sequoyah and James lives one block away.

They explained that financial planners help people make wise choices about their money.

Each student was given two nickels and asked to choose a bank to place them: Save, Spend, or Share. Some placed both nickels in one bank while others divided them up.

Curious as to how the youngsters allocated their funds?
52% of the nickels went to Save
30% of the nickels went to Share
18% of the nickels went to Spend

Clearly their parents have been teaching them the right lessons at home!

Our first monthly coffee chat is happening now! If you wonder what financial planning can do for you, Paul Fain and Joe Ottaviano are ready to share about the power of financial planning!

A fun day for a great cause!!

This week we would like to share with you an important message from Paul Fain, CFP® about the importance of planning for elder care.
We hope you have a safe and happy weekend.

Elder care hits hard; seek insurance advice and plan early Paul Fain, CFP®, urges readers to have the difficult family conversation around planning for advanced age and long-term care.

From all of us at APC: Have a ,happy, fun and safe Independence Day!