FPA Austin July 2017 Newsletter
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REMEMBER!!!
The August and September meetings will be at Norris Conference Center.
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July 11 Meeting, 11:30 am - 1:15 pm
Register -
Registration closes Thursday, July 6th
Publications recommended by Steve Resch:
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Presented by: Steve Resch, Vice President of Retirement Strategies for Finance of America Reverse
Topic: Reverse Mortgages and Retirement Planning
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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
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FPA NEXGEN HAPPY HOUR
Wednesday, July 26th
5:30 - 7:30 pm
The Local Post Pub - 7113 Burnet Road
Sponsored by
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August 8 Meeting, 11:30 am - 1:15 pm
Planning Opportunities with Stock Options & Executive Benefits
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Joe Leighty, CFP®, CWS® VP - Financial Consultant, Charles Schwab | Executive Services Branch
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Sept 12 Lunch Meeting, 11:30 am - 1:15 pm
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Pam Friedman CFP®, CDFA™ & Greg Hitt, JD panel discussion
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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
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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.
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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
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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.
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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
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Congratulations on you Member Anniversary!!
Justin Montandon,
CFP®, CRPC, Ameriprise
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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.
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!
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