We hope that this newsletter provides you with information to get involved in your Austin FPA Chapter! Please don't hesitate to contact us if we can be of assistance.
Join our LinkedIn Group - a private group for planners only to share business development, practice management and to get content from some of the fastest growing firms in the country.
UPCOMING EVENTS
Tuesday, July 10th Lunch Meeting
11:30 am - 1:00 pm
Austin Country Club
The Case for Value Investing
John Mowrey, CFA, Co-lead Manager, Allianz NJF Mid-Cap Value Fund
Thank you to Per Stirling for being our May meeting Sponsor.
Congratulations for being named by InvestmentNews as the 17th best financial firm in the US to work for and the 11th best "small" firm. In addition, Per Stirling won the Austin Ethics in Business and Community Award. Proud to have you as a Platinum Partner!
Working with the right retirement plan provider may be the most important ingredient in accelerating the growth of your practice. At PNC Retirement Solutions®, we offer advisers affiliated with Austin FPA flexibility in services, large-scale resources, and a personal commitment to your success. To learn more about our retirement solutions and services, contact Isaac Stolar at (817) 776.7110, isaac.stolar@pnc.com, or visit www.pnc.com/retirementsolutions.
CLICK HERE for more information on our Corporate Partner Program. We have room for one more Platinum Partner.
Scroll to the bottom of this email for a complete list of all of our Platinum and Gold Partners. Thank you for reaching out to these Partners for your business needs!
PRO BONO
Join other FPA members offering their time and expertise to help Austin Habitat for Humanity!
Several of our members are partnering with Habitat to assist their clients with financial guidance through 1:1 coaching, group presentations, and workshops. For more information about this amazing opportunity, contact Bill Parrott. Thank you!