FPA Austin June Newsletter
calendar of events

June 12 FPA Austin Golf Tournament
Lost Creek Country Club
     
Shotgun Start 11:00 am 
Can fit in a few more foursomes if you want to play! Email [email protected] ASAP.    

Join us for dinner and some great auction prizes!

 

The golf tournament will benefit Operation Homefront. 
They have provided much support for the golf tournament and we hope to donate at least $15,000.  If you don't play golf please consider donating.

THANK YOU to those signed up to play in the golf tournament. We are looking forward to a fun Monday!


July 11 Meeting, 11:30 am - 1:15 pm
Reverse Mortgages in Conjunction with Retirement Planning
          

Publications recommended by Steve Resch:

  Presented by: Steve Resch, Vice President of
  Retirement Strategies for Finance of America    
  Reverse

Topic: Reverse Mortgages and Retirement Planning

Austin Planners Conference
October 19-20, 2017
Top Golf
 
Individual, Group and Student rates available


Sponsorships available: CLICK HERE
Speakers:
Andy Fastow;  Sameer Somal, Blue Ocean Global Wealth;  Marguerita Cheng, Blue Ocean Global Wealth;  Scott Abels , Precision CFO Solutions and more

*Attendees can receive up to 8 CFP CE, Insurance CE tbd, CPA CE tbd and 2 CFP Ethics

past events update
One of the goals of our Board this year is to find out what is important to you as a member of the FPA.  With that in mind, we would  appreciate it if you would complete the survey that we sent out and will send again within the next few days. We will then review the results and let you know  the results.  Our hope is that you appreciate the benefits you are receiving from your membership, but we know we can always improve.  Thank you for your positive response.
partners

Welcome new Gold Partner, Open Mortgage, LLC. We are happy to have you on board!

Interested in being a Partner with FPA Austin? Contact Brooks Morgan at [email protected].
members


Welcome New Members

Sophia Bera,  CFP®, Gen Y Planning LLC
Derrick Bonyuet, CFP®, CFA, CPA
Scott Campbell, Austin First Financial
Melvin Cohen, CFP® 

V iew National FPA's Your Membership Advantage Quarterly Discount Guide  
Congratulations on you Member Anniversary!!

25 Years
Sam Bakir,  CFP®, TNT Financial Services, Inc.

20 Years
Brooks Slaughter,  CFP®, Richard P. Slaughter Associates, Inc.  

5 Years
David McKown, CFP®, Spenco Medical Corporation
upcoming opportunities
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.
 

Did you know that FPA Austin has a Job Bank for its members on the website? Go to www.austinfpa.org > Career Opportunities in the blue box on the right side of the page.

social media sign up
Platinum Partners



 
Gold Partners


 

 
  

Website    |     Calendar of Events    |     Members    |     Sponsors/Partners    |     Contact Us
Copyright © 2015. All rights reserved.
Facebook Twitter LinkedIn