JULY 2018 NEWSLETTER
We hope that this newsletter provides you with information to get involved in your Austin FPA Chapter! Please don't hesitate to contact us if we can be of assistance.
FPA IS ON LINKED IN
Join our LinkedIn Group  - a private group for planners only to share business development, practice management and to get content from some of the fastest growing firms in the country.
UPCOMING EVENTS
Tuesday, August 14th Lunch Meeting
11:30 am - 1:00 pm
Austin Country Club

How to Use Digital Marketing to Dramatically Improve Your Financial Practice

Mike Langford, MBA, Series 65
finservMarketing 

Austin Planners Conference
Thursday, October 25, 2018
Top Golf

Building With You

CLICK HERE to learn more about the Conference and to register
PRO BONO
We need 7 planners to join the team!

Our planners are currently assisting clients from Habitat with budgeting, debt reduction, saving for a down payment, and 401k guidance. The time commitment for each meeting is about 45 minutes and most questions are answered during the first appointment. We receive between 3 and 4 inquiries per month. 

For more information about this amazing opportunity, contact  Bill Parrott . Thank you!
CORPORATE PARTNER SPOTLIGHT
Thank you for being our July Sponsor!

CLICK HERE for website

The Fleming & Conway Agency is an independently owned Allstate insurance agency offering home, auto and commercial insurance services. Agency owners, Melissa Fleming and Kelly Conway, strive to be the trusted and premier choice in providing innovative solutions to protect their clients from life’s uncertainties. Collectively, they have more than 20 years of financial experience helping Austin families and businesses prepare for the unexpected and plan for their future. The key to their success is to offer personalized service while educating their clients so they can make a knowledgeable decision on the level of coverage they need at an affordable premium. Their “red carpet’ level of service is second to none and they would love for you and your clients to experience it for yourself. 
NEW MEMBERS & ANNIVERSARIES
Kent Kopen, The Reverse Advisor
MEMBER ANNIVERSARIES
45 YEARS
Ronald Pincard, InNet Financial Group

10 YEARS
Brian Esway, CFP®, Eagle Strategies

5 YEARS
John Nichols , CFP®, MBA, Andvari Financial Advisors
TAKE 5 FROM FPA NATIONALS
Each month FPA provides us with a quick rundown of five news items worth sharing with the chapter.  Download the July issue of Take 5

  1. PridePlanners and FPA support LGBTQ individuals and families
  2. Lend your voice to new research on best practices in client understanding
  3. Are you ready to address the adviser succession challenge?
  4. Get media attention through FPA: Sign up for media training in 2018
  5. FPA Coaches Corner Spotlight: Join or Leave an RIA
FPA AUSTIN 2018 BOARD - GET INVOLVED!!
WE NEED YOU!!! JOIN US and make a difference in the Austin Chapter!!

Austin Planners Conference 

Contact FPA Austin President,  Shane Sullivan , to learn more.
CAREER OPPORTUNITIES
Did you know that we have a FPA Austin Career Center on our website- free for FPA Members?  

  • Post job opportunities at your company free of charge
  • Post your resume free of charge

CLICK HERE  for more information
THANK YOU TO OUR 2018 PLATINUM PARTNERS!
THANK YOU TO OUR 2018 GOLD PARTNERS!
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org