JANUARY 2020 NEWSLETTER
February Lunch Meeting
Friday, February 21, 2020
Austin Country Club
Lunch meeting 11:30 am - 1:00 pm

Speaker: Positioning Your Firm Effectively for the War on Talent

Topic: Global Economic Outlook

Recruiting and hiring for your firm can be a very challenging and time-consuming process, but it doesn't have to be! Caleb Brown, CFP, nationally known expert and Co-Founder and CEO of New Planner Recruiting, shares what he has learned over 10 years of recruiting financial planning talent for firms across the country. Attendees will gain his insights into crafting a unique position description so you will stand out, where to source candidates to build a pipeline, how to effectively screen candidates to ensure they are a good fit for your firm, compensation data, successfully integrating a new hire into your firm, and strategies for retaining them. 
FPA CAREER DAY

REGISTER NOW FOR TO BE A SPONSOR, EMPLOYER OR CANDIDATE!

DEADLINE IS TOMORROW, JANUARY 31, 2020!
UPCOMING EVENTS
The South Region of NAPFA is holding their annual symposium on February 3rd, 2020 in Atlanta Georgia and will be hosting a simulcast location in Austin!
REGISTER at www.napfa.org/2020-south-symposium. Click on 2020 South Simulcasts on the right side of the page. Registration closes on Jan 31st at noon. 5.5 CFP®/NAPFA CE hours available.
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Regulation Best Interest Policy and Compliance Series
Hosted by The McCombs School of Business Center for Enterprise and Policy Analytics
February 10-11, 2020 ~ AT&T Hotel & Conference Center
FPA MEMBERS receive a $75 discount. Code: FPA

CLICK HERE FOR MORE INFORMATION

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FPA Austin Happy Hour ~ Thursday, March 5th, 5:30 p.m.
Cover 3 Downtown - 6th & Mopac
Mark your calendars for a chance to network and socialize. We'll provide the venue; members and guests are on their own for food and drink. More information coming soon.

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FPA Retreat ~ May 4 - 7, 2020
Hyatt Regency Lost Pines Resort and Spa, Cedar Creek, Texas

For more information, CLICK HERE

FPA Austin Members will receive a discount. The code will be available after February 7th.
GET THE MOST FROM YOUR FPA MEMBERSHIP
TAKE FIVE - A quick rundown of five news items worth sharing with the chapter. 
FPA JOURNAL OF FINANCIAL PLANNING - Did you know that FPA Members can earn CE credit through the Journal at NO CHARGE? Go to FPAJournal.org
NEW MEMBERS AND ANNIVERSARIES
NEW MEMBERS
Elliott Baer
Melody Brady , CFP®, AAMS, CUSO Financial, LP
Troy Smith , Troy L. Smith Financial
Banner Steele
Houston Goodell , JD, LLM, High Ground Planning
Willa Sheridan , Legacy One Financial Advisors
Daniel Snowden , Martinez & Associates
Dylan Amesur , SImonet Financial Group, LLC
Sloan Gunter , Highcrest Capital, LLC
Guerry Harris , Paragon Capital Management, LLC
Joel Kenty , CFP®, CLU, ChFC, Green Knight Construction
Rodney Morgan , LACP, CRPC, AAMS, DBA, Solve UR Puzzles
Trevor Bakir , CFP®, TNT Asset Management
Kaleb Flem
MEMBER ANNIVERSARIES
20 YEARS
Carl Stuart , CFP®, Carl Stuart Investment Advisor, Inc.

15 YEARS
Holly Moore , CFP®, CAPTRUST
Kenneth Price , CFP®, CFA®, AEP®, Per Stirling

10 YEARS
Eric Hehman , CFP®, Austin Asset
Nathan Schroeder , CFP®, Austin Trust Company

5 YEARS
Adam Broughton , CFP®, PBL Wealth Management
Adam Flagg , CFP®, AIF®, Echelon Financial Group
THANK YOU TO OUR 2020 PLATINUM PARTNERS!
THANK YOU TO OUR 2020 GOLD PARTNERS!
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org