FEBRUARY 2019 NEWSLETTER
UPCOMING EVENTS
Tuesday, March 12, 2019
Austin Country Club
11:30 am - 1:00 pm
Topic: Applied Behavioral Finance
Dan Kullman, Regional Vice President & Behavioral Economics Architect, Towes
There is an ever-increasing amount of information available about behavioral finance and abundant evidence of the average investor’s poor ability to navigate markets. Yet, the advisory community has produced limited guidance for advisors who wish to curb biases and improve investor decision making.

This course distills a wealth of information about investor behavior into practical tools and processes. The intended outcome is to train advisors to implement investor behavioral considerations when building portfolios, create greater client understanding and deeper client relationships, and improve competitive differentiation.
NEW! FPA Austin Women's Initiative Inaugural Gathering

SAVE THE DATE!! More info to come soon!

Wednesday evening, March 20th

An evening with Meredith Jones, an alternative investment consultant and author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too). CLICK HERE for more info about Meredith

Seating will be limited
Tuesday, April 19, 2019
Austin Country Club
11:30 am - 1:00 pm Lunch meeting

Topic: Austin and National Real Estate Market

1:15 - 2:15 Knowledge Circle (additional CE opportunity) sponsored by
More information will be available next week at www.austinfpa.org
CORPORATE PARTNERS
Limited spots available

Corporate Partners play an integral part of our chapter’s success. We still have room for a couple more Platinum and Gold Partners. Are you interested in a looking into ways your company can be more involved with FPA Austin 2019?
Please contact FPA Austin Corporate Partner Director, Brooks Morgan, brooks.morgan@wpwm.com  800-620-4232 ext. 709
Outsourcing may be Key to Your Growth as an Advisor By Brad Miksek, Platinum Partner Innovative Portfolios

A 2013 article in thewealthadvisor.com 1 titled, “Grow Your Practice With Outsourced Portfolio Management Options,” pointed out that the volatile market environment was making it more difficult to add value through investment management... MORE
PRO BONO - JOIN THE TEAM!
TWO PRO BONO OPPORTUNITIES

JOIN THE PRO BONO EFFORT FOR CANCER PATIENTS
CLICK HERE  to learn more. 

AND

Assist 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 contact  Ross Patterson . Thank you!
NEW MEMBERS & ANNIVERSARIES

NEW MEMBERS

Jay Ehrlich , Earl Corporate Advisors

Jordan Stewart

Matthew Weinheimer, Weinheimer Wealth Management
MEMBER ANNIVERSARIES

15 YEARS

Jimmy Kull, CFP®, CFA, JD, Cypress Point Wealth Management

Lisa Allen, Planning Works, Inc.

5 YEARS

Nathan Hoffman, CLU, ChFC, CFP®, North Star Consultants of Texas
FPA AUSTIN MEMBERS & PARTNERS GET 40% OFF CFA ANNUAL DINNER
Registration closes today!

The CFA Society of Austin
17th Annual Investment Strategy Dinner
Wednesday, March 6, 2019 • 5:15 pm – 8:30 pm

SPECIAL FPA MEMBER CODE FPA2019
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 February issue of Take 5

  1. Get Up-To-Date on the OneFPA Network
  2. 2019 FPA Summer Residency: Learn How to Be a Financial Planner
  3. Realize the Power of Your FPA Membership
  4. FPA Whitepaper: Business and Career Ideas for 2019
  5. Get Media Attention Through FPA
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