FPA Austin July 2017 Newsletter
calendar of events
  • REMEMBER!!!   The August and September meetings will be at Norris Conference Center.

July 11 Meeting, 11:30 am - 1:15 pm
 
 
 
          
Register - Registration closes Thursday, July 6th

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
 
LUNCH AND LEARN

Wednesday, July 12th
11:30 am - 1:00 pm
Moonshine Bar and Grill, 303 Red River Street

Retaining Heirs: How to connect with the next generation of clients? 
Presented by Eric Pickens of Vanguard Financial Advisor Services


  
FPA NEXGEN HAPPY HOUR

Wednesday, July 26th
5:30 - 7:30 pm
The Local Post Pub - 7113 Burnet Road


Sponsored by 


August 8 Meeting, 11:30 am - 1:15 pm

Planning Opportunities with Stock Options & Executive Benefits
          


 


Joe Leighty, CFP®, CWS®  VP - Financial Consultant, Charles Schwab |  Executive Services Branch

Sept 12 Lunch Meeting, 11:30 am - 1:15 pm

Divorce Planning
          


     
Pam Friedman CFP®, CDFA™ & Greg Hitt, JD panel discussion

October 19-20, 2017
Thursday, Oct 19 8-4
Friday, Oct 20 8-12

Austin Planners Conference
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
CFP Ethics
...and more

*Attendees can receive up to 7 CFP CE and 2 CFP Ethics. Insurance CE and CPA CE TBD. 


past events update
  • Want to take the member survey but didn't get around to it? We want to find out what is important to you as a member of FPA Austin.   CLICK HERE to take the survey.  The survey will close on July 14th.
  • Thank you to all those who came out for the Golf Tournament to benefit Operation Homefront. It was great fun for all! Thank you to Steven Johnson with Regions Bank for spearheading the event. Remember to keep Regions Bank in mind for your mortgage lending needs. Steven can be reached at steven.johnson@regions.com. A big thank you also to the Golf Committee: David Cook and Luan Faglie, Finance America Reverse; Blake Pullin, Regions Bank; Kim Ray, Per Stirling.  We will be announcing how much money was raised for Operation Homefront at the August meeting.
Congrats to the Golf winners:
1st Place: Brooks Morgan, Chelsey Carr, Mike Sizemore, Jay Turbeville
2nd Place: Henry Burk, Bo Harvel, Matt McMahon, Mike Oliver
3rd Place: John Lockhart, Brian May, Matt Rester, Ed Talley
Closest to the Pin #4 Garrett Walker, #8 RDG Team 5, #10 Richard Corbin, #18 Adrian Moreno
Longest Drive: Men Brooks Morgan; Women Jan Marks
partners
Thanks to our partner, Regions Bank, we had a great golf tournament.  Steve Johnson chaired the event and his assistant Blake did a lot of the leg work.  Be sure to thank Steve for his efforts and consider sending him the names of your clients who are looking to buy or refinance a home.


 
Partner with FPA Austin! 
Contact Brooks Morgan at brooks.morgan@wpwm.com for more info.
members


Welcome New Members

Josh Clifford, Austin Asset Management
Rachel Hurley, Per Stirling
Jamie Ileks, CFP®,  Austin Asset Management
Steve Leland, CFP®, LearnVest, Inc.
Allison Loots, Austin Asset Management
Ryann Marotta, Austin Asset Management
Shane Morrow, CFP®, CIMA, CAIA, IronBridge Wealth Counsel, LLC

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

10 Years
Justin Montandon,  CFP®,  CRPC, Ameriprise


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.

FPA DFW Nex Gen Retreat - Sat, August 19th, 9:00 am-6:00 pm. CLICK HERE  for more info

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. Job Posting are free for members so please send in so that we can post!

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