FPA Austin: June 2024 Newsletter

JUNE 2024 NEWSLETTER

Upcoming Events

Women's Initiative Social

Tuesday, June 11, 2024

4:30 - 6:00 pm

NexGen Advisor Accelerator

Thursday, June 13, 2024

5:30 - 7:30 pm

Texas Trust Law

1601 Rio Grande, Ste. 550, Austin, TX 78701

2024 Partner Virtual CE Day

Tuesday, June 25, 2024

9:00 am - 2:00 pm

5 hours of CFP CE in 1 Day!

Session 1: Private Markets Investing

Speaker: Ted Norcross, CAIS

Session 2: Navigating Medicare 101

Speaker: Michelle Feibus, Medicare Superwoman United Healthcare Independent Sales Agent Medicare only

Session 3: Indexing Exposed: Passive Indices May Be More Active than You Think

Speaker: Rob Harvey, Co-Head of Product Specialists, Dimensional Fund Advisors

Session 4: The Corporate Transparency Act – Be Prepared Before the Sword Drops!

Speaker: Zach Wiewel, Texas Trust Law

Session 5: Understanding REITs and Tax Deferred Exchanges

Speaker: Grayson Taylor, Specialized Products Consultant, Hines

CFP Virtual Ethics

Tuesday, July 23, 2024

10:50 am - 1:00 pm

ETHICS CE: CFP Board’s Revised Code and Standards/Enhancing Your Ethical Intelligence

Speaker: Charles Garcia, CFP®, FPA San Antonio

July 25: NexGen and Women's Initiative Volunteer Event TBA

August 21: Diamond Partner Per Stirling Capital Management Roundtable and Lunch, 11:30 am-1:15 pm, 4800 Bee Caves Road

August 27: Members Only Chapter Lunch Meeting, 11:30 am – 1:00 pm, Dimensional

August 29: Women's Initiative Mastermind, 4:00 - 5:30 pm

FPA Austin Calendar

New Members and Anniversaries

Welcome to our chapter!

Sean Conroy, CFP®, Mercer Advisors

Isabella Garcia

Jackie Lee, CFP®, Edward Jones

Dylan Love

Troy Smith, Troy L. Smith Financial

Justin Weber

FPA Anniversaries

20 Years

John Brodnax, Texas Asset Management

5 Years

Bill Hawes, CFP®, Candor Asset Advisors

Career Center

The FPA Austin Career Center and FPA National Job Board are free for FPA members.

You an also access the CFP Board Career Center for all sorts of jobs and internships

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.

CLICK HERE for more FPA benefits

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

Partners

CLICK HERE for the most recent Per Stirling Capital Outlook. It considers the optimal use of cash as an asset class in the current economic/monetary policy environment.

FPA PAC

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.

Donate Today

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

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