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FPA AUSTIN SEPTEMBER 2017 NEWSLETTER
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Austin Planners Conference
at Top Golf
October 19-20, 2017
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Individual, Group and Student rates available
Have your gotten your Ethics CE yet? Come to the #AustinFPACon17 to earn 2 hours CFP Ethics.
Keynote Speakers
Andy Fastow, Former CEO of Enron
Marguerita Cheng, Blue Ocean Global Wealth
Sameer Somal, Blue Ocean Global Wealth
Thomas Murphy, Murphy & Sylvest
*Attendees can earn up to 8 CFP CE,
2 CFP Ethics, CPA CPE and 1 CIMA CE.
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THANK YOU TO OUR SPONSORS!
TITLE SPONSOR
Sowell Management Services
HAPPY HOUR SPONSOR
John Hancock Investments
THURSDAY LUNCH PANEL SPONSOR
Westcore Funds
FRIDAY PANEL SPONSOR
Waypoint Residential
PRESENTATION SPONSORS
Janus Henderson Investors
Jefferson National Financial
VENDOR BOOTHS
Bridgeway Capital Management
Ivy Investments
Jefferson National Financial
Jensen Investment Management
Lawhorn & Moore Insurance
Open Mortgage
Red Oak Compliance
Retirement Plan Consultants
Vanguard
Waypoint Residential
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As Financial Planners, we know the impact critical financial events can have on families. The recent devastation in southeast Texas has created needs beyond what we can do individually, but organizations such as Operation Homefront can pool the donations they receive to help families. We are proud to be able to support this organization with our donation from the golf tournament held in June in the amount of $7100. Through their "Critical Assistance Program", they will serve the needs of our military and veteran families that have been impacted by Hurricane Harvey.
We express our thanks to all those that are helping everyone who has been impacted by this storm.
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Dedication to Customer Education -
Our only products offered are the FHA-insured Home Equity Conversion Mortgage (HECM), also referred to as a reverse mortgage, and our proprietary Jumbo product for higher valued properties, the HomeSafe mortgage. Both products are for senior clients age 62 and older in TX while other states permit only one of the borrowers be 62 or older. We are licensed in most states and Puerto Rico.
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Welcome to our newest Platinum Partner Sage Advisory!
Scroll below to Upcoming Opportunities for an upcoming event sponsored by Sage Advisory.
Sage is an independent investment management firm headquartered in Austin, TX, that serves the institutional and private client marketplace with traditional fixed-income asset management, global tactical ETF strategies and liability-driven investment solutions. For more information on our newest Platinum Partner, visit
https://www.sageadvisory.com/
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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!
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Welcome New Members
Artis Alexander, Fairway Independent Mortgage Corp.
Christine Julius, Virtual Financial Counseling
Vickie Klepper, Terry McDaniel & Company
Alexander Sherman
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Congratulations on your Member Anniversary!!
10 Years
Gay Thompson, Aycock Financial Group
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Sage Advisory is hosting
the Sustainable Investing Roundup on November 8, 2017,
designed to bring awareness to sustainable investing issues, while providing clients and advisors with the tools necessary to invest well while doing good. The event will feature perspectives from leading asset managers, research providers, and thought leaders in the world of sustainability including BlackRock, Sustainalytics, State Street, Dell, NRG, Kasita, Bloomberg & The Sustainable Accounting Standards Board.
Click here for more info. Register with Jessica at
[email protected].
In addition, all are welcome to join Sage Advisory on Thurs, Sept 28th from 5-7 pm at the South Congress Hotel for their Environmental Social & Governance (ESG) Happy Hour. RSVP with Jessica at [email protected].
Cantor Fitzgerald
EFT Group invites you to Investment Revolution: The Future of Investing & Risk Management on Thur, Nov 9, 2017. T
FPA Austin Job Bank -
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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SOCIAL MEDIA-Stay Connected!
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