FPA Austin December 2017 Newsletter

FPA AUSTIN DECEMBER 2017 NEWSLETTER

SOCIAL MEDIA-Stay Connected!

CALENDAR OF EVENTS

CLICK HERE for a list of the 2018 meetings!

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January 9th Lunch Meeting

11:30 am - 1:15 pm

Austin Country Club

Topic: 2018 Economic Outlook & the Role of Alternatives in a Portfolio

Speaker: Don Simoneaux, Waterloo Capital Management

Register Now!

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Friday, February 16th Lunch Meeting

11:30 am - 1:15 pm

Austin Country Club

Topic: Cash Balance Plans

Speakers: Bill Presson and James Passarelli, EGPS (Economic Group Pension Services)

Registration Open Soon

CORPORATE PARTNERS

Partner with FPA Austin in 2018! Contact Board Director Brooks Morgan for more info.

Spots filling quickly!

CLICK HERE
for more information on our Corporate Partner Program and a copy of our Corporate Partner packet.

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 them for your business needs!

NEW MEMBERS

View National FPA's Your Membership Advantage Discounts

Welcome New Members

Eilee Boyer
Anthony Gonzales, Global Financial Private Capital

Ele Jordan

PRO BONO OPPORTUNITY

Austin Habitat for Humanity has received a financial planning grant from the Foundation for Financial Planning. The Austin Financial Planning Association will partner with Habitat to assist their clients with financial guidance through 1:1 coaching, group presentations, and workshops. For more information about this amazing opportunity CLICK HERE .

In January we will take a tour of their facility to get a better understanding of the services they offer.

Contact Bill Parrott if you are interested in offering your time and expertise or want more info on the program. Thank you!

FPA AUSTIN ANNOUNCES 2018 BOARD

Looking to get involved? We have 2 open Director positions and committee members needed for all positions. JOIN US!!

President-Shane Sullivan

President-Elect-Daphne Jordan

Treasurer-Chris Stolte

Secretary-Ann Connolly

Chairman-Darleen Gilmore

Membership-Susan Palombo

Corporate Partners-Brooks Morgan

Outreach/Social Media- NEED!

Programs-Jim Kaighin

Special Events/Golf-David Cook

Austin Planners Conference-NEED!

Advocacy-Joe Inskeep

Public Relations-Bill Simonet

Career Development-Jasen Wallace

Pro Bono-Bill Parrott

NexGen-Matt Bacon

FPA GOLF TOURNAMENT - Your response needed!