Check out the latest FPA Austin newsletter! Packed with exciting updates, insightful articles, and upcoming events, this newsletter is a must-read for all members. Stay informed and connected with our community by diving into the diverse content curated just for you. Don't miss out on this valuable resource. | |
Join FPA Austin for an Upcoming Event! | |
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Join us at FPA Austin events taking place this Fall! These gatherings provide the perfect platform for you to connect with your peers, friends, and industry professionals. Don't miss out on this fantastic opportunity to expand your network and engage with like-minded individuals. Stay tuned for more details on our upcoming events and mark your calendars for a summer filled with networking and growth!
October 8, 11:30 am - 1:00 pm: FPA Austin Lunch Meeting - Austin Country Club
October 17, 12:00 - 1:00 pm: Women's Initiative Webcast (all members and non-members are invited)
October 17, 5:00 - 6:15 pm: NexGen and UT Wealth Management Center Event
October 24, 12:00 - 1:00 pm: Women's Initiative Power Hour Lunch
November 14, 12:00 - 1:30 pm: NexGen & Women's Initiative Mastermind
November 19, 11:15 am - 1:15 pm: Partner Roundtable
COMING SOON! December 7, 2024, 10:15 am - 5:00 pm: NexGen & Women's Initiative Hill Country Wine Social
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Save 10% by Signing up for FPA Auto-Renewal
The Financial Planning Association (FPA) is excited to announce a new benefit for its members. Effective immediately, all members who enroll in the auto-renewal program will receive a 10% discount on their annual membership fee. To take advantage of this offer, simply select "auto-renewal" when you join or renew online, or contact FPA Member Services at memberservices@onefpa.org or 800-322-4237 option 2. We are thrilled to provide this added value to our members and hope it will make membership in FPA even more rewarding.
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The FPA Marketplace: Your One-Stop-Shop for Exclusive Discounts
Looking for exclusive savings and benefits? Look no further than the FPA Marketplace, powered by the Chalice Network®. As an FPA Member, you can access a wide range of benefits tailored to your professional and personal needs. From insurance programs to fintech discounts, you'll find everything you need. Plus, you can take advantage of BenefitHub, where you can save thousands of dollars on a variety of services and programs. Don't miss out on these amazing savings and benefits.
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Welcome to our new members and who have rejoined our chapter! | |
Bob Blessing, AMG Wealth Advisors
Carlos Cardenas, Austin Wealth Management
Thomas Cooper, CFP®
Rachel Holland
Melissa Kalina, Texas Tech University
Rachel Levine, CFP®, Peltoma Capital Partners
Emily Schaefer
Lindsey Stuart, Carl Stuart Investment Advisory, Inc
Angella Welcome, CFP®
Nikki Yates, CFP®, Austin Wealth Management
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FPA Anniversaries
10 Years
Kathy Mauer-Tonn, CFP®
5 Years
Reagan Stephenson, Austin Private Wealth
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The Latest Journal of Financial Planning Now Available
FPA Members can now read the latest issue of the Journal of Financial Planning to learn about increasing client savings rates, growing their business through client segmentation, cryptocurrency, mentorship for the next generation of financial planners, the intersection of fintech and behavioral finance, the role of self-disclosure, factor exposure, and much more.
Access the latest issue of the Journal now
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Please join us for the last in the series of Per Stirling Round Tables for FPA members | |
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Post job openings, find potential candidates, search openings, post your resume. Posting on the FPA Austin Job Board is a complimentary benefit for FPA members.
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Job Seekers
Take the first step and submit your resume to the FPA Austin Career Center. Be ready for that next opportunity!
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Employers
The FPA Austin Career Center will help you reach a targeted audience of highly qualified candidates with the skills and certifications you are looking for.
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The FPA Political Action Committee (FPA PAC), the only PAC focused on advancing the financial planning profession, provides an important seat at the table, forges relationships with lawmakers and their staffs, and provides an opportunity to share the financial planning story. There is much work to do and every dollar counts. To help us fight for your profession, we ask you to make a contribution to support your FPA PAC. Whether you contribute $50 or $5,000, every dollar is appreciated and will support advocacy efforts that move your profession forward. | | | |
2024 FPA Austin Diamond Partner | |
2024 FPA Austin Platinum Partners | |
2024 FPA Austin Gold Partners | |
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org | | | | |
