FPA Austin November 2017 Newsletter Updated

FPA AUSTIN NOVEMBER 2017 NEWSLETTER

SOCIAL MEDIA-Stay Connected!

CALENDAR OF EVENTS

November 14th Lunch Meeting

11:30 am - 1:15 pm

We are back at Austin Country Club!

Topic: Estate Planning & Asset Protection with Offshore Trusts

Speakers: Amy Jetel & Bob Chesner,

Giordani, Swanger, Ripp & Jetel LLP

1 CE approved

Registration is closed

Email [email protected] for availability.

Mark your calendar now for our 2018 meetings!
Click here for a list of dates

PAST EVENTS

The Austin Planner's Conference was a great success. The venue at Top Golf was certainly different and we had lots of opportunities to network with the sponsors while having fun. In addition, we had the opportunity to get plenty of CE credits along with the Ethics course.

Kudos to Bill Simonet and his committee for creating an excellent experience and thinking outside of the box. A huge thank you to Sarah Frankenfeld for supporting Bill and the committee. Please thank Sarah and Bill when you have an opportunity to see them.

As this year winds down, the board will have the Strategic Planning meeting to determine our focus for 2018. If you have ideas you would like to share with us before this meeting (November 30, 2017), please let us know.

Of course we are also looking for volunteers to support the various committees. If you have a least one hour each month that you can devote to FPA, let us know.

Happy Thanksgiving!!

Darleen Gilmore

President, FPA Austin

PARTNERS

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

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!

MEMBER ANNOUNCEMENTS

View National FPA's Your Membership Advantage Discounts

Welcome New Member

John McGlothlin, III, Southwest Retirement Consultants

PRO BONO OPPORTUNITY

Serve Veterans through Home For Our Troops

CLICK HERE more more info and the role of a financial planner in the process,

We currently have 24 Veterans. Of the 3 in Texas, 2 are in San Antonio and 1 in Killeen that are in need of a Financial Planner to meet the requirements of having a financial plan in place prior to their Community Kickoff event.

Do you have the availability to work with one of these Veterans. If yes, please indicate: 1. The number of Veterans you are able to work with; 2. If you are willing to work with Veterans outside of your state; 3. If you will provide your services remotely and/or in-person encounters; and 4. If you would like to remain on our volunteer list. The financial planning sessions can be in-person, over the phone, or via video conference. Once we have identified a match, we will send you the information to begin working with the Veteran.

Contact Bill Parrott or Mark Herman if interested. Thank you!