This comprehensive roundtable includes an overview of the current macroeconomic environment, current monetary and fiscal policies, the geopolitical and legislative outlooks, capital market fundamentals and technicals, investor sentiment and how this extraordinary array of factors is manifesting itself in the capital markets. We also offer some thoughts on how these factors may continue to impact risk markets in the future.  

1 CFP CE approved

Dimensional’s Joel Hefner shows how to use the Matrix Book to effectively communicate with clients. In addition to the book itself, which draws on a range of global historical data, Joel will highlight other resources available can help leverage the Matrix Book’s messaging. He explains how to tell engaging stories that resonate with investors at different stages of their financial journey.

1 CFP CE approved

Women's Initiative Mastermind

Thursday, August 29, 2024

4:00 - 5:30 pm

Topic: Helping Clients Beyond the Financials of Retirement: A Discussion about Emotional Wellbeing and Purpose

Watkins Insurance Group 3834 Spicewood Springs Rd, Suite 100

Discussion will cover Education Needs Analysis and Education Savings Vehicles. In addition, Annmarie will share all there is to know about FASFA, how the changes will affect your clients, and what financial planners need to consider moving forward. College costs (and ways to lower them), ROI on college, Education Needs Analysis and Education Savings Vehicles will also be discussed.

1 CFP CE Pending approval

New Members and Anniversaries

FPA Anniversaries

30 Years

George Henry, CFP®, Henry & Burns Private Wealth

20 Years

Mikiel Featherston, Planning Works

10 Years

Bruce Bessner, CFP®, LUTCF, Chisholm Trail Financial Group

Kitces IAR Ethics CE Day

In 2022, a series of seven states implemented the first-ever CE obligation for Investment Adviser Representatives (IARs), and since then, it has expanded to 18 states. FPA members who are IARs with more than the de-minimis number of clients in any of the affected states are now subject to this new rule. To help, the team at Kitces.com is offering the second annual Kitces IAR Ethics CE Day on August 29. It’s the perfect opportunity to fulfill the 6 hours of IAR Ethics CE and earn 6 hours of CE for CFP®, CIMA, CPA, and other designations.

Members can register for $199 (general admission) or $149 (Kitces Premier members). Please

identify that you are with FPA Austin when you register!

Partners

Volunteer Opportunity

Interested in talking to students at Anderson High School?

The Business Practicum and Money Matters classes are looking for speakers.

Interested in a high school intern?

The Anderson High School Money Matters class is in search of internship opportunities on Tuesday and Thursday mornings?

Please contact Sarah Frankenfeld if interested and I will put you in touch with the teacher at Anderson High School.

Thanks!

FPA Annual Conference 2024

Daniel Pink’s books have helped individuals and organizations worldwide rethink how they live and operate for the last two decades. His deeply researched works on business, creativity, and behavior have won multiple awards. See Daniel Pink up close and personal at FPA Annual Conference 2024 in Columbus from September 18-20 as he explores his ideas for creating a path to a good life. Register today to take advantage of the lowest currently available registration rates!

Career Center

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. 

CLICK HERE for more about your FPA benefits

Start the year by learning more about what your membership has to offer.

FPA PAC

2024 FPA Austin Diamond Partner

2024 FPA Austin Platinum Partners

2024 FPA Austin Gold Partners