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FPA Austin Women's Initiative Power Hour Lunch
Thursday, April 18, 2024
12:00 - 1:00 pm
Jack Allen's Kitchen, 3600 N Capital of Texas HWY
Only a few spots left!
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FPA Austin Partner Webinar
Tuesday, April 23, 2024
12:00 - 1:00 pm
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Topic: Where Indexes and Factors Fall Short
Speaker: Jeromey Thornton, CFA. Vice President & Senior Investment Director, Avantis
Moderated by: Daniel Sharplin, CFP®, Vice President, Relationship Director & Investment Specialist, Avantis
1 CFP CE approved
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Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have been significant, including the introduction of passive index funds, single-factor and multi-factor strategies. During this session we will examine some of the similarities and differences in how indices define asset classes, manage reconstitution and examine the risks of becoming too factor focused. | |
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FPA Austin Partner Webinar
Tuesday, May 7, 2024
12:00 - 1:00 pm
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Topic: Total Cost of ETF Ownership
Speakers:
Ed Rosenberg, Managing Director, Head of ETF & Funds Management at Texas Capital
Sean Walker, Executive Director, Head of Sales for ETFs and Funds Management at Texas Capital
1 CFP CE pending approval
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This presentation redefines the rules of the road on how to calculate the client’s total cost when looking at individual ETFs in a portfolio. We do this by taking an in-depth look at explicit, implicit & opportunity costs to help advisors assess the total cost of ownership between two solutions and deliver an evaluation framework for advisors moving forward.
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FPA Austin Partner Lunch Meeting
Tuesday, May 14, 2024
11:30 am - 1:00 pm
Norris Conference Center
2525 West Anderson Lane
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Topic: Digital Marketing and Podcasts
Speaker: Mike Langford – Founder CEO PodBox and finservMarketing
1 CFP CE pending approval
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Tuesday, May 21, 2024
11:30 am - 1:15 pm
Per Stirling Roundtable and Lunch
4800 Bee Caves Road
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FPA Austin Women's Initiative Mastermind
Tuesday, May 21, 2024
4:00 - 5:30 pm
Watkins Insurance Group
3834 Spicewood Springs Rd STE 100, Austin, TX 78759
P&C Insurance Case Studies and wild real stories
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May 11: NexGen Austin FC Watch Party
June 13: NexGen Advisor Accelerator
June 25: Partner Webinar CE Day
July 13: CFP Virtual Ethics, 11:00 am - 1:00 pm
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We spent a great afternoon with Kelly Klingaman, CFP®, RLP®, students, and members at The University of Texas at Austin discussing how to manage and maintain client relationships. From including short videos inside her emails helping explain topics to clients, to telling her journey on her website to connect with clients early, Kelly provided insights for all to consider implementing within their practice. Thank you to all those that attended!
A special thank you to Daniel Sharplin with Avantis Investors for sponsoring this event!
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Get Involved in FPA Austin! | |
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Join a FPA Austin Committee
if you are interested in learning more about getting involved, please reach out to Sarah Frankenfeld. We would love to have you join us!
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The FPA Political Action Committee (FPA PAC), the only PAC focused on advancing the financial planning profession, provides an important seat at the table, forges relationships with lawmakers and their staffs, and provides an opportunity to share the financial planning story. There is much work to do and every dollar counts. To help us fight for your profession, we ask you to make a contribution to support your FPA PAC. Whether you contribute $50 or $5,000, every dollar is appreciated and will support advocacy efforts that move your profession forward. | | | |
New Members and Anniversaries | | |
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Tanner Banister, CFP®, Richard P. Slaughter Associates
Anna Bodine, CFP®, Harrell Investment Partners
Nicholas Carlin, CFP®, Carlin Wealth Management
John Martin, CFP®, DAI Wealth
Alejandro Martinez
Glenda Molina, CFP®, Waverly Advisors, LLC
Ben Patterson
James Werner, CFP®, Waverly Advisors, LLC
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FPA Anniversaries
25 Years
James Oakley, CFP®
10 Years
Lois Ann Stanton, CFP®, Osborne Helman Scott Knisely & Stanton
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What Benefits Does Your FPA Membership Include | |
What does your FPA membership include?
CLICK HERE to learn more. The guide is for both veteran and new members and showcases FPA benefits and resources.
Start the year by learning more about what your membership has to offer.
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FPA Austin, FPA National and CFP Board Career Centers | |
2024 FPA Austin Diamond Partner | |
2024 FPA Austin Platinum Partners | |
2024 FPA Austin Gold Partners | |
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org | | | | |
