JUNE 2019 NEWSLETTER
UPCOMING EVENTS
Q3 August Women's Initiative Event
Tuesday, August 6, 11:30-1:30
The Backspace ~ 507 San Jacinto Blvd.
What Does Going Digital Mean For You and Your Clients?

A Private Lunch Conversation Regarding Women and Technology with Neesha Hathi, Executive VP and Chief Digital Officer, Charles Schwab

This event is limited to 20 attendees.
August Lunch Meeting & Knowledge Circle
Tuesday, August 13, 2019
Austin Country Club
Lunch meeting 11:30 am - 1:00 pm
Knowledge Circle (additional CE) 1:10 - 2:00 pm
Lunch Meeting 11:30 am - 1:00 pm
Topic:  Holding Alternative Assets in IRA’s
Henry Yoshida, Founder of Rocket Dollar

Knowledge Circle 1:10 - 2:00 pm
Check the website soon for Topic and Speaker
Sponsored by
AUSTIN PLANNERS CONFERENCE - REGISTRATION OPEN
Thursday, October 10, 2019
Hotel Granduca ~ 320 S Capital of Texas Hwy ~ Austin 78746

Us Working Together: Planning for Modern Times

Cindy Eckert , CEO and Founder, Sprout Pharmaceuticals
Pam Friedman , CFP ® , CDFA, Partner/Wealth Advisor, Silicon Hills Wealth Management
Melissa Donovan , JD, The Wiewel Law Firm
Sheryl Brown , Bionic Social
Melissa Kemp , CFP Ethics
Segall Bryant & Hamill
....and more

DON'T MISS THIS GREAT CONFERENCE TO HEAR SOME TOP RATE SPEAKERS
BE A SPONSOR

Get in front of Central Austin financial planners at our one day conference designed to provide professional development and lessons to grow our practice.

CLICK HERE  for details about each sponsorship level. Act quickly!


#AustinFPACon19
#buildingwithyou
PRO BONO OPPORTUNITY - ACT NOW!!
Become a Financial Coach with Foundation Communities!

4 slots available for FPA Members only

Act quickly before these spots are taken.

Contact Ross Patterson for information about this great opportunity to help others.

CORPORATE PARTNERS
BE A PARTNER WITH FPA AUSTIN. LIMITED PARTNERSHIPS 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 
NEW MEMBERS AND ANNIVERSARIES





NEW MEMBERS

Rachel Roth , ML&R Wealth Management

Adam Flagg , Echelon Financial Group

Kyle Smith , Dimensional Fund Advisors





Anniversaries

20 YEARS
James Oakley CFP®

10 YEARS
Julianne Albertson-Rompel , Lowenberg Group

5 YEARS
Matt Bacon CFP®
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 June issue of Take 5
TAKE 5 FROM FPA NATIONALS
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