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Last chance to register!
Tuesday, February 23, 2024
FPA Austin Lunch Meeting
Norris Conference Center
11:30 am - 1:00 pm
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Topic: When Tailwinds Become Headwinds: The Impact of Monetary Policy on Index Investing
Speaker: Dan Kullman, CIO & CEO of Daniel Zevulun Advisors, LLC managing entity to Daniel Zevulun Capital Management, LP.
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Join us for a compelling presentation that explores the significant impact of monetary policies since 2009 on stock market indexes and investor psychology. We'll dissect the complex interplay between these policies and the growth of index investing. This examination will focus on their influence on security pricing, corporate capital structures, and investor expectations, which have been profoundly shaped through a prolonged period of this unprecedented monetary policy. | |
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Tuesday, February 20, 2024
11:30 am - 1:15 pm
Per Stirling Roundtable and Lunch
4800 Bee Caves Road
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Calling all employers looking to hire and all candidates looking for a great new position!
FPA of Austin’s VIRTUAL Career Week is coming up and is a wonderful opportunity for employers and candidates to get connected virtually. Register to gain access to the resume book as an employer here and register to have your resume included as a candidate here.
FPA Partner’s have free access to the resume books upon registration.
If you have any questions or would like more information email nexgen@austinfpa.org.
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Upcoming Women's Initiative Events
Thursday, February 29, 3:00-4:30 pm
Women's Initiative Mastermind, Offices of Per Stirling
Thursday, March 21, 4:00 - 7:00 pm
Women's Initiative Q1 Happy Hour, Hold Out Brewing, 1208 West 4th Street
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Tuesday, March 26, 2024
9:00 am - 3:00 pm
PARTNER VIRTUAL CE DAY
More information coming soon!
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We have a great line up of events planned for 2024! Go to our Website for the latest calendar. Mark your calendar and join us! | |
FPA of Austin NexGen had a wonderful time at our Trivia Night! Members had captivating conversations surrounding how they got into the profession, their current roles, and of course, their trivia knowledge. If you have a passion for connecting with your peers, learning how you can be a better financial planner, and sharing insights, come out to our next event! | |
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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Kingshuk Banerjee, Start Your Finances Right
Amanda Brenner, CFP®
Karen Collins, CFP®, Fidelity
Sophia Bera Daigle, CFP®, Gen Y Planning LLC
Nathaniel Elder
Alan Gonzalez, CFP®
Colleen Harrington, CFP®, Longview Financial Advisors
Griffin Kent, Mission Wealth Management
Megan Mills, CFP®, Forward Financial
Richey Rogers, CFP®
Rob Smithson, Corporate Investment
Deanna Williams, CFP®, Per Stirling
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FPA Anniversaries
20 Years
James Kull, CFP®, CFA, JD, Cypress Point Wealth Management
Morgan Stone, CFP®, MBA Avidian Wealth Solutions
15 Years
Ryan Joyce, CFP®, CPA, Per Stirling
10 Years
Nathan Hoffman, CLU, ChFC, CFP®, North Star Consultants of Texas
5 Years
Hannah Simpson, CFP®, Callan Capital
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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 | | | | |
