April Lunch Meeting & Knowledge Circle (an additional CE opportunity)
Tuesday, April 9, 2019
Austin Country Club
11:30 am - 1:00 pm and 1:15 - 2:15 pm
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Lunch Meeting 11:30 am - 1:00 pm
Topic:
Austin and National Real Estate Market Update
Clay Byrne, Byrne Real Estate Group
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Learn more about current and past Austin residential real estate market data, migration trends of Central Texas, a glimpse into the future and what drives the Austin economy. Clay will discuss economic concepts and where Austin falls in comparison to the rest of the country as well as information about the real estate market in general.
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Knowledge Circle 1:15 - 2:15 pm
Topic:
Using Option Strategies for Financial Planning Solutions
Jim Murphy,
Director, S
heaff Brock Investment Advisory, Sheaff Brock Institutional Group, & Innovative Portfolios, LLC
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This presentation focuses on helping investment advisors identify financial planning challenges within investment portfolios and offering potential solutions through option-based strategies. Three common financial planning issues are discussed (concentrated position, idle portfolio of low cost basis stocks and inadequate portfolio diversification and income derivation, and tax harvesting tactics) followed by details of how appropriately-applied option strategies can be effective tools in portfolio management and financial planning.
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Women's Initiative Inaugural Event a Success!
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Women’s Initiative kicked off at an outstanding venue with delicious food, meaningful conversations, and most importantly great company among men and women interested in gender diversity issues. Special thanks to Meredith Jones and Fidelity Investments for making this event happen.
Pictured: FPA Austin Director Tasha Rock, Speaker Meredith Jones, FPA Austin Director Margaret Casey
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Shane Sullivan (Austin chapter), Shannon Pike (FPA National), Karen Nystrom and FPA members from Houston and Dallas went to the Texas State Capitol, as well as, the Texas State Securities office to advocate for all financial planning professionals. In the 2017 session, the Texas Legislature passed a law that requires all bankers report any suspicion of financial exploitation of elders. Failure to report any abuse can lead to civil and monetary penalties.
As members of the FPA, we held two main concerns. First, we believe the language forcing bankers to report will have the unintended consequences of over-reporting. Secondly, we wanted to make sure we were staying in front of our congressional representatives to prevent this law from expanding its reach into our industry.
It was an outstanding experience to see the great number of constituents, lobbyists, associations and business groups all vying for attention. We are so thankful to all the legislators including local Kirk Watson's office who spent time understanding our concerns over a well intended law.
"If you don't have a seat at the table, you're probably on the menu"
Shane Sullivan, Advocacy Day Chairperson
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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,
[email protected]
800-620-4232 ext. 709
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NEW MEMBERS & ANNIVERSARIES
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NEW MEMBERS
Annemarie Long
, LightHouse Life
Jeff Ruen
, Principal Financial
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MEMBER ANNIVERSARIES
25 YEARS
Ginette Oskoui,
CFP®, M.B.A., CFS®, Ameriprise Financial Services, Inc.
15 YEARS
Morgan Stone
, CFP®, MBA, Stone Asset Management, Inc.
10 YEARS
Ryan Joyce
, CFP®, CPA, Per Stirling Capital Management
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FPA AUSTIN MEMBERS & PARTNERS GET DISCOUNT OFF NAPFA CONFERENCE
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The
NAPFA Spring National Conference
is coming to the JW Marriott Austin May 13-16. Join NAPFA for a great networking and solution-sharing event for financial planners.
Walk away with insights from
subject matter experts
who are widely recognized within the field, including Susan Bradley, Michael Kitces, Natalie Choate, Bob Veres and Cheryl Holland. Also presenting will be several local experts such as Mary Koffend, Eric Hehman, Melissa Donovan, Janet Briaud, Chris Browning and more.
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PRO BONO - JOIN THE TEAM!
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TWO PRO BONO OPPORTUNITIES
JOIN THE PRO BONO EFFORT FOR CANCER PATIENTS
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.
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TAKE 5 FROM FPA NATIONALS
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- Get Up-To-Date on the OneFPA Network
- Consider Applying for the 2020 FPA Board of Directors
- 2018 FPA Annual Report Now Available
- FPA is Supporting the Needs of Latino Financial Planners
- Ignite Your Passion at FPA Retreat 2019
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THANK YOU TO OUR 2019 PLATINUM PARTNERS!
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THANK YOU TO OUR 2019 GOLD PARTNERS!
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