AUGUST 2019 NEWSLETTER
UPCOMING EVENTS
September Lunch Meeting
Tuesday, September 10, 2019
Austin Country Club
Lunch meeting 11:30 am - 1:00 pm

Structured Products: A Fiduciary Guide

Rick Roche, CAIA, Managing Director, Little Harbor Advisors, LLC  
AUSTIN PLANNERS CONFERENCE - REGISTRATION OPEN
Thursday, October 10, 2019
Hotel Granduca ~ 320 S Capital of Texas Hwy ~ Austin 78746

Us Working Together: Planning for Modern Times

Keynote Speaker: Cindy Eckert, The Pink Ceiling,  Leadership and How to
   Be an Effective Market Disrupter

Kristin Schmidt, RIA Oasis,  Is It the Tech or Is It the Process?

Divorce Panel: How To Be a Superstar in your Client's Divorce
 Kristen A. Algert, GoransonBain Ausley
 Jodi Lazar, Owner Lazar Law
 Jennifer Tull, Law Offices of Jennifer Tull 
 Nicole Stover, Licensed Clinical Social Worker
 Tasha Rock, CFP®, Per Stirling

Melissa Donovan, JD, The Wiewel Law Firm,  Working with Special Needs
 Families - a Practical Timeline

Brian C. Fitzsimons, CFA, Segall Bryant & Hamill,  The Investment Implications
  of the Millennial Generation

Kahne Krause, CFA, Vice President, Dimensional Fund Advisors, Sustainability
Investing: Enhancing Your Offering

Melissa Kemp, CFP Ethics

and more!

CLICK HERE to learn more about the Conference

EARLY BIRD RATES THROUGH SEPTEMBER 20TH SO REGISTER NOW!
GET THE MOST FROM YOUR FPA MEMBERSHIP
TAKE FIVE - A quick rundown of five news items worth sharing with the chapter. 
SNAPSHOT - Each quarter, FPA focuses on the most significant developments in member benefits and services in the areas of Advocacy Business Support, Community and Professional Development.
FPA JOURNAL OF FINANCIAL PLANNING - Did you know that FPA Members can earn CE credit through the Journal at NO CHARGE? Go to FPAJournal.org
NEW MEMBERS AND ANNIVERSARIES
NEW MEMBER

Vanessa McElwrath , CFP®, CPA, ML&R Wealth Management
ANNIVERSARIES

15 Years
John Brodnax, CFP® , Texas Asset Management

10 Years
Todd Bender, CRPC, Ameriprise Financial Services

5 Years
Susan Palombo, CFP® , Merrill Lynch
THANK YOU TO OUR 2019 PLATINUM PARTNERS!
THANK YOU TO OUR 2019 GOLD PARTNERS!
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org