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FPA Austin April Newsletter
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REMEMBER!!!
The April meeting will be at the Norris Conference Center; 2525 West Anderson Lane
behind the Walmart.
- April 11 Meeting, 11:30 am - 1:15 pm
Becoming a Trusted Advisor
Email [email protected] for availability
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Adam Boyd, Market Sense |
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- May 9 Meeting, 11:30 am - 1:15 pm
The Hedonic Treadmill and Envisioning
Future Goals
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Art Markman
Podcast:
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As we mentioned last month, we are encouraging you to bring a guest to our meetings to promote the Austin FPA. We had a number of members take advantage of this at the March Meeting. Because these lunches are a cost to the chapter, each member is limited to two guests per year. You MUST register and advise Sarah Frankenfeld,
[email protected],of
the guests that you are bringing by the registration date and be aware that once you exceed two, you are responsible for paying for your guests. We ask that you bring two different guests. To help keep track of how many individuals you have invited, we are going to hand out reservation cards that you can use. If you have already met your two, you will not receive a card. Thank you!
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This month our Partner is Fleming & Conway Insurance Agency. Think about them when you are meeting with your clients. Fleming & Conway offers auto, home and commercial insurance so your clients are fully protected.
If your company wants to Partner with FPA Austin, contact Brooks Morgan at
[email protected].
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Welcome New Members
Luis Guardia, LUTCF, FIC, Tuyyo Planning
Darrick McGill, CFP®, Primerica Advisors
Michael Witkowski, CFP®, Thrivent Financial
View National FPA's
Your Membership Advantage Quarterly Discount Guide
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Congrats on Your Member Anniversary!
15 years
Sam Cooper,
CPA, PFS, CFP, CLU, The Financial Pavilion LLC
10 years,
Shaun McDuffee, North Star Consultants
5 years
Pete Markovich, CFP®, NFP Securities
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FPA Austin Board Outreach Director NEEDED.
Plan and execute outreach efforts to build relationship between FPA and Austin Community, raise profile and awareness of FPA through social media and public relations.
April 25, 2017 (11:30 AM - 1:30 PM) - CFA Society of Austin
is sponsoring a workshop, "You've Earned It: Leadership Insights from Top Executive Women". Click here to register
Joann S. Lublin, a Pulitzer Prize Winning journalist for the Wall Street Journal, will describe common leadership traits among 52 high-level corporate women interviewed for her new book "Earning It: Hard-Won Lesson from Trailblazing Women at the Top of the Business World" The cost is $45 for partners which includes members of FPA Austin which includes lunch and self-parking. Free books to the first 75 attendees. Register With Promo Code FPA10
May 9, Jewish Foundation of Austin & Central Texas
Planning & Philanthropy-Perfect Partners
Steve Saunders, J.D., Saunders, Norval, Pargaman & Atkins and MariBenRamsey, Austin Community Foundation
Breakfast available at 7:15, Program begins at 7:45 and ends at 9:00; CLE,
CPA and CFP CE available
Register
May 12, Team Brock's Golf Fore a Cure Tournament, Avery Ranch.
TheCureStartsNow is an organization established to raise funds to help find a cure for DIPG. The golf tournament is being done in memory of Brock Fleming, the son of FPA Austin Platinum Partner and longtime member Melissa Fleming. Brock lost his battle to DIPG in December 2016. To register www.teambrock.org
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