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FPA Austin May Newsletter
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REMEMBER!!!
The May meeting will be at Austin Country Club.
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May 9 Meeting
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11:30 am - 1:15 pm
The Hedonic Treadmill and Envisioning Future Goals
Registration is now closed. Please email [email protected] if you would like to be placed on the waitlist.
Podcast:
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Art Markman, Professor, University of Texas, Department of Psychology |
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June 12 FPA Austin Golf Tournament
Lost Creek Country Club
Shotgun Start 11:00 am
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The golf tournament will benefit Operation Homefront
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July 11 Meeting, 11:30 am - 1:15 pm
Reverse Mortgages in Conjunction with Retirement Planning
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Presented by: Steve Resch, Vice President of
Retirement Strategies for Finance of America
Reverse
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Austin Planners Conference
October 19-20, 2017
Top Golf
Individual, Group and Student rates available
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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
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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 recent lunch meetings. 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 handing out reservation cards. Those that weren't at the April meeting, will get their cards at the May meeting. Thank you!
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Thanks to our May host and Platinum Partner
With over 100 ETFs and $42 billion in ETF AUM as of 3/31/17, First Trust is a leading provider of enhanced index and actively managed ETFs. Talk with Scott Dawson to discuss how First Trust can fit into your clients' portfolios.
Interested in being a Partner with FPA Austin? Contact Brooks Morgan at
[email protected].
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Welcome New Members
Anna Bodine
Rusty Whittaker, CFP®, USAA
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View National FPA's Your Membership Advantage Quarterly Discount Guide
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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.
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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
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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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