OCTOBER 2019 NEWSLETTER
November Lunch Meeting
Tuesday, November 12, 2019
Austin Country Club
Lunch meeting 11:30 am - 1:00 pm

Speaker: Ryan McConeghy, Regional Sales Director, Janus Henderson Investors

Join us for King Lear, “Tony Soprano” and the Lessons of Wealth Transfer to help advisors and their clients build successful wealth transfer strategies by highlighting the misfortunes of two well-known estate battles.
PRO BONO OPPORTUNITIES
FPA-Austin has a partnership with Habitat for Humanity to provide pro bono financial planning services for our community here in Austin. Habitat for Humanity serves lower income families and some of those families need financial guidance from our FPA members.

We have an immediate need!  Currently, there are three clients waiting for pro bono services from FPA-Austin members and additional Habitat clients continue to sign up.

Please email Ross Patterson if you are interested in helping and are available to volunteer just a couple of hours of your time.

Thank you!
SAVE THE DATE - FPA CAREER DAY
SAVE THE DATE
FPA AUSTIN CAREER DAY WILL BE FEBRUARY 22, 2020
MORE INFORMATION COMING SOON!
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

Massimiliano DeSantis , CFP®, DESMO Wealth Advisors, LLC

Reagan Stephenson

Nelson Robinson
ANNIVERSARIES

25 Years
Cameron Woolverton,   CFP® , Traditions Wealth Advisors

5 Years
Danny Holder,  CFP® , Capital Retirement Planning, LLC

Robert Sahm

David Saltzman , CFP®, CLU, ChFC, North Star Consultants of Texas
SPECIAL EVENTS - TXWSW
Join TXWSW in Austin for Boots and Blackjack – A Casino Night for a Cause  Proceeds from the event will benefit girls’ education in our community  through the Young Women’s Preparatory Network.
 
Register today for Texas Wall Street Women's fall fundraiser, benefiting the Young Women's Preparatory Network. TXWSW’s Casino night features Blackjack, Texas Hold ‘Em Poker, Craps and Roulette! Men and women are welcome at this event, so bring your colleagues and friends and support a great cause!
 
Boots and Blackjack – A Casino Night for a Cause 
When: November 7, 2019 | 5:30 pm- 08:30 pm CST
Where: The LINE Hotel ATX, 111 E. Caesar Chavez, Austin TX 78701
 
Tickets are available now  -  $85 per person & $160 per couple for paid members and $95 per person & $170 per couple for free basic members and guests.
THANK YOU TO OUR 2019 PLATINUM PARTNERS!
THANK YOU TO OUR 2019 GOLD PARTNERS!
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org