A Message from our President

Thank you to everyone who joined us for our February luncheon. It was a fantastic gathering and a great reminder of the strength of our community.

As we move forward in 2026, our commitment remains clear: to be your “Partner in Planning™” through meaningful practice support, impactful learning opportunities, strong advocacy, and intentional networking. We are excited to continue hosting our pillar luncheons, while also expanding our engagement through NexGen and Women’s Initiative events to broaden connections and experiences across our membership.

My goal this year is simple: to engage and connect our community in meaningful ways. Please don’t hesitate to reach out to me at amiller@missionwealth.com - I would love to hear from you.

Here’s to a wonderful year ahead.

Alison Miller

President, FPA of Austin

Wednesday, February 25, 2026

Women's Initiative Power Hour Lunch

There are a few spots remaining

FPA Austin 2026 Resume Book

Employers: Looking for talented candidates in the financial industry?

Candidates: Looking for a full-time position or an internship in the financial industry?

Our Resume Book is for you!

SAVE THE DATE for these Events

April 21: Chapter Lunch Meeting at Austin Country Club

May 1: Members Only Virtual Media Training

May 19: Chapter Lunch Meeting at Dimensional

June 9: Partner Virtual CE Day

New events will be added to the schedule as they become available

2026 FPA Austin Board of Directors

We introduced our Board at the February Chapter Meeting. We are grateful to these members for their time, expertise and leadership.

Please let us know if we can help you in any way. We welcome committee members! Reach out to us if you are interested in joining!

FPA Austin Partner Highlights

Welcome to Our 2026 Partners

We are proud to recognize and celebrate our 2026 Partners - organizations whose support makes the work of FPA Austin possible. We truly could not do it without these great Partners.

Introducing Our NEW 2026 Partners

Platinum Partners

• Holistiplan
• Kaplan Law Firm

Gold Partners

• Capital Group
• First Eagle Investments
• Integrated Securities Corp

Scroll down for a complete list of all our Partners

Visit the new Partner-Sponsored section on our website, where we’ll highlight upcoming Partner-Sponsored events throughout the year.

Job Seekers

Take the first step and submit your resume to the FPA Austin Career Center. Be ready for that next opportunity!

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.

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!

FPAi Authority: Your Hub for Cutting-Edge AI Guidance

Whether you’re already experimenting with AI or have no idea where to start, FPA’s new FPAi Authority gives you practical tools and expert guidance to help you work smarter, save time, and serve clients better. Built in partnership with Matt Reiner, CFP^®, CFA, of Capital Investment Advisors and The FutureProof Advisor, this curated hub features real-world videos, demos, blog posts, and trend insights. Now, you can also get access to Matt’s exclusive AI Predictions report, offering a forward-looking view of where AI is headed and what it means for financial planners. Get started with FPAi Authority. 

FPA LIVE: Authors on Gen X and the Retirement Crunch 

In this FPA LIVE conversation, we’re joined by acclaimed financial journalists Kerry Hannon and Janna Herron, co-authors of the new book Retirement Bites: A Gen X Guide to Securing Your Financial Future. With the oldest Gen Xers turning 60 and many woefully unprepared for retirement, Kerry and Janna deliver a timely, empowering playbook to help this often-overlooked generation take control of their financial future. We explore money mindset, retirement visioning, smart savings strategies, how to plan for work-life beyond 60, and what Gen X needs to know about Social Security, housing wealth, and more. This episode of FPA LIVE is brought to you by Zocks, the AI Assistant for financial advisors that saves you 10+ hours every week. Start your free trial at www.zocks.io. 

The All-New FPA MediaSource is Live and Operational! 

The platform, which connects FPA members with journalists working on financial planning-related stories, has been completely refreshed with a new look and a more intuitive, user-friendly interface. Additionally, participating members can now view their full history of media query responses. This feature will help those members prepare for interviews more efficiently, support future content development for their practices, and meet their compliance requirements easily. Learn more about FPA MediaSource and how you can take part!

Register for FPA SHIFT™ 2026 Before It’s Too Late! 

FPA SHIFT™ 2026 highlights the innovators, thought leaders, and practitioners redefining financial planning. From AI-driven strategy to succession planning and policy updates, the planned sessions offer actionable insights and real-world guidance to help you elevate your practice and support your clients. FPA SHIFT™ delivers the clarity, inspiration, and renewal you need to move forward. Register for FPA SHIFT™ 2026 by March 16 – register today! 

FPA Member Savings on Snappy Kraken’s Award-Winning Marketing Platform

Elevate your firm’s growth with Snappy Kraken, the award-winning marketing automation platform built specifically for financial advisers. As an FPA member, you can take advantage of an exclusive 15% discount on solutions designed to help you attract leads and deepen client relationships with ease. Select from solutions that will help you attract, nurture, and retain clients through powerful, compliant marketing automation. You can reach more prospects, stay top-of-mind, and deepen client relationships—all while spending less time managing marketing tasks. Get this special offer today!

FPA Spring Residency 2026: Registration Is Now Open!



Registration is now open for the FPA Spring Residency 2026 program taking place June 12–17, at the Hyatt Regency Aurora-Denver Conference Center in Aurora, Colorado. This highly acclaimed, experiential learning program immerses new and soon-to-be CFP^® professionals in the real-world practice of financial planning through case-based role playing, individualized mentorship, and peer collaboration. Plus, you can earn 28 CFP^® continuing education credits or three months of CFP Board experience toward your certification requirement. Sign up today! 

Kitces Tax Intensive CE Day: Support Your Development - and Your FPA Chapter!



Tax planning is no longer a once-a-year conversation — it’s an ongoing strategy.

At the Kitces Tax Intensive CE Day 2026, you can complete all 6 hours of your IAR Products & Practice CE in one focused virtual session — while sharpening advanced tax strategies you can apply immediately with clients.

• Six hours of IAR CE (Products & Practice)
• Multi-designation CE (CFP^®, CIMA^®, CPWA^®, American College, CPA, EA, and more)
• Virtual — join from anywhere (with full recording access)
• Automatic CE reporting

The Added Bonus: When you register through your FPA chapter, a portion of your registration supports the local programming that supports YOU.

Register today for $347 (general admission) or $247 (Kitces Premier members).

Turning Insight Into Action: Using the FPA^® Competency Model™ 

Building technical expertise is only half the journey. What sets exceptional planners apart is how they lead, communicate, and adapt in a changing world. In the second article of our FPA® Competency Model™ content series, you'll discover how to apply the model to strengthen trust with clients, make better ethical decisions, manage your time more intentionally, and navigate uncertainty with confidence. It's packed with actionable insights for planners at all levels, whether you're just beginning your career or evolving into a leadership role. Take your next step toward becoming the kind of professional people trust, follow, and refer. Read the article. 

Coverage That Works as Hard as You Do: Open Enrollment Is Here 

Open enrollment is here! From February 1–28, FPA members can access competitively priced insurance solutions designed to protect your income, your business, and your team — including group long- and short-term disability, term life and AD&D, dental and vision coverage, and business overhead expense (BOE). These exclusive member benefits make it easier to safeguard what you’ve built while supporting your employees with valuable coverage options. Don’t wait! Go to www.AssociationInsuranceBenefits.com for complete product information, FAQs, premium calculators, and applications. 

FPA Austin Diamond Partners

FPA Austin Platinum Partners

FPA Austin Gold Partners