Check out the latest FPA Austin newsletter! Stay informed and connected. | |
A Message from our 2024 President | |
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As we wrap up 2024 and look forward to 2025, I am filled with a sense of gratitude for everything that we have accomplished this year as the Financial Planning Association of Austin.
Our board Directors is committed, more than ever, to fulfill our mission. Our achievements throughout the year are plentiful. Our membership remains strong and growing, with the highest engagement of all of the FPA chapters across the state of Texas. This is a testament to the combination of the content we bring at our monthly meetings, the caliber of people who attend and the community and commerce that we create.
Looking Forward! We are so excited to keep our meetings at the Austin Country Club for 2025. Next year will bring more events dedicated to Women's initiative and NextGen, as well as deepening events for our general membership.
Everything we do is possible because of our incredible Partners. We are so grateful for our current and past partners who make everything we do possible. Through these partnerships were able to bring better content and education to our members. We made great efforts and strived to improve and change our partner levels for 2025. I could not be more proud and excited of what we've created. These new partnerships will create an opportunity for community and commerce, which will only deep in and improve our chapter.
We are growing our board and our partnerships. If you are interested in joining the FPA Board as a board member or a board committee member, please reach out to our incoming president Adam Flagg.
Sincerely, Katherine Phillips, 2024 President
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Saturday, January 11, 2025
All-Chapter Event!
Kickoff the year with a day trip to Fredericksburg!
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Thank you to Kate Davidson, Principal Asset Management, for providing the transportation for the event! | |
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Mark your calendars for these FPA Austin Events. We will be adding many more events to the calendar in January so be sure to check the website after the holidays!
January 11: Hill Country Wine Social
February 11, 11:00 am - 1:00 pm: Lunch Meeting - Austin Country Club
April 8, 2025, 11:00 am - 1:00 pm: Lunch Meeting- Austin Country Club
May 20, 2025, 11:00 am - 1:00 pm: Lunch Meeting - Austin Country Club
July 2025: CFP Ethics
August TBD, 11:00 am - 1:00 pm: Lunch Meeting - Dimensional
September 9, 2025, 11:00 am - 1:00 pm: Lunch Meeting - Austin Country Club
October 14, 2025, 11:00 am - 1:00 pm: Lunch Meeting - Austin Country Club
November TBD: Breakfast Meeting - PIMCO
Our wonderful 2025 Partners will also host Webinars for our members. Look for these dates in January.
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JOIN THE FPA AUSTIN BOARD
Committee Members and Board Positions Needed!
We are looking for people who have a passion for financial planning and are dedicated to advancing the profession with the Board. We hope you will consider exploring the possibility of leadership in the FPA Austin Chapter as a Director or by serving on a committee? We have a good time together also and look forward to talking with you! Contact Sarah Frankenfeld at admin@austinfpa.org
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Connect With Your Peers on FPA Connect!
Welcome to the next generation of connecting with your financial planning community!
FPA Connect is your all-in-one source of connection with FPA members. The upgraded platform features a homepage with an activity feed to make following discussions easier than ever. The improved community library provides easier navigation to find what you want – when you want it. Knowledge Circles, the All-Member Open Forum and your different communities are better than ever. Access to the new FPA Connect is just another great benefit of FPA membership. Check it out today!
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Does your company have 5+ members who want to join FPA? Consider a Group Membership and enjoy discounts on dues, conference registrations and more. | | |
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Welcome to our new members and who have rejoined our chapter! | |
Ryan Donelson, CFP®
Sarah Edens, Sarah Edens Financial
Brent Holman
Shirley Sanchez, CFP®, Pioneer Wealth Management
Paul Schreir, CFP®, Northwestern Mutual
Alejandro Segovia, Mission Wealth Management
Nathaniel Serven, CFP®, CIMA, ChFC, MASSMUTUAL
Claire Wilson, CFP®, Frost
Scott Woodruff, Simplicity Holdings LLC
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FPA Anniversaries
20 Years
Holly Moore, CFP®, CAPTRUST
Kenneth Price, CFP®, Per Stirling Capital Management, LLC
15 Years
Eric Hehman, CFP®, Austin Asset
Nathan Schroeder, CFP®, Austin Trust Company
10 Years
Adam Flagg, CFP®, AIF®, Collective Advisors
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Post job openings, find potential candidates, search openings, post your resume. Posting on the FPA Austin Job Board is a complimentary benefit for FPA members.
"Thanks to FPA, our hire saw the post on the website, and they have been a great addition to our team!"
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Job Seekers
Take the first step and submit your resume to the FPA Austin Career Center. Be ready for that next opportunity!
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Employers
The FPA Austin Career Center will help you reach a targeted audience of highly qualified candidates with the skills and certifications you are looking for.
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Save 10% by Signing up for FPA Auto-Renewal
The Financial Planning Association (FPA) is excited to announce a new benefit for its members. Effective immediately, all members who enroll in the auto-renewal program will receive a 10% discount on their annual membership fee. To take advantage of this offer, simply select "auto-renewal" when you join or renew online, or contact FPA Member Services at memberservices@onefpa.org or 800-322-4237 option 2. We are thrilled to provide this added value to our members and hope it will make membership in FPA even more rewarding.
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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. | | | |
THANK YOU TO OUR AMAZING 2024 PARTNERS!! | |
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 | | | | |
