Join Austin Hunt, Account Executive at Holistiplan, as he shares the five priorities that can help you get ahead before year-end tax planning begins. Having helped thousands of advisory firms build tax planning into their practices, Austin will zoom out from the day-to-day and focus on the practical decisions that can help you stay organized, create better client conversations, grow your practice, and make the most of your busiest season. Whether you're refining an established tax planning process or preparing for your first full Q4, you'll leave with practical ideas you can put into action immediately.

This session will not receive CFP CE

Most UHNW clients give generously - but few give strategically. In this session, philanthropic advisor, Sarah Taylor, goes beyond the mechanics of giving vehicles to share practical frameworks for moving clients from reactive giving to purposeful, high-impact philanthropy. Drawing on real client case studies, attendees will walk away with practical tools to support clients with their charitable giving goals, overcome challenges, and deepen relationships with multi-generational families.

1 CFP CE approved

Tuesday, September 15, 2026

Women's Initiative Mastermind at Dimensional

12:00 - 1:30 pm

A discussion with Courtney Lee, Investment Strategist

Topic: Are Markets Too High? How to Calm Nervous Investors

Attendance is Limited

Lunch provided by Dimenstional

September Fall Social

For All Members

Hosted by our Women's Initiative & NexGen Groups

We hope you will join us for networking and fun!

Come and go or stay as long as you like!

More FPA Austin Upcoming Events.....

Oct tbd: Women's Initiative Social

Oct 13: Chapter Lunch Meeting at Austin Country Club

Oct 20: MLG Capital Virtual CE Session

Nov 12: Women's Initiative Power Hour Lunch

Nov 18: NexGen Pickleball

FPA Austin Member Highlight

Our President‑Elect, Alyssa Calhoun, was recently featured in the Austin Business Journal! The story highlights how her early work supporting advisors sparked her passion for building relationships and guiding individuals, women, and families through meaningful life decisions.

That journey ultimately led her to become a financial advisor where she says the most rewarding part is helping clients gain clarity and confidence about their future. Read more here

Alyssa will also be speaking at RIA Edge Austin in November promoting the importance of the FPA as a resource and community for advisors at all firm sizes. More on that and special rates for FPA Austin Members here,

FPA Austin Partner Highlight

On September 17, The Texas Book Festival is hosting an event with David Booth, founder of Dimensional Fund Advisors and author of the forthcoming book Stay Calm: Learn to Embrace Uncertainty in Investing and Life, at the gorgeous Holdsworth Center in West Austin, right on the Colorado River.

Attendees will have the chance to mingle with other Austin-area business leaders and thinkers, and chat with David when they get their book signed. (Each ticket buyer also gets a copy of his book!)

Congratulations to our recent member anniversaries. Thank you for your loyalty and

support to the Financial Planning Association!

25 Years

Scott Jacobsmeyer, CFP®

Argent Wealth Management, Inc.

20 Years

Gary Miller, CFP®

Texas Asset Management

15 Years

Max Dean

Dean Wealth Partners

10 Years

Charles Field

Capitol Wealth Strategies

Scott Van Den Berg, CFP®,ChFC, CEPA, AIF

Century Management

5 Years

Nolan Maloney

Collective Advisors

Taylor Thorne, CFP®

Frost Investment Services

Alina Tudor

Frost Bank

Pro Bono Opportunities

At the heart of our FPA Austin community is a shared commitment to making a meaningful difference beyond our day-to-day work. Through pro bono financial planning, we have the opportunity to provide guidance to individuals and families who may not otherwise have access to objective financial advice by helping them navigate financial challenges, build stability, and move forward with confidence. It’s a powerful reminder that financial planning can truly change lives.

If you’re interested in getting involved, you can explore national volunteer opportunities through ProBonoPlannerMatch or learn more through the Foundation for Financial Planning

Currently we have a great opportunity through Foundation Communities to serve Austin directly. You can get more information HERE. 



And of course, feel free to reach out to me anytime. I’m happy to help you get plugged in and involved in our local efforts.

Steve Cartwright, CFP®

Pro Bono Director

scartwright@perstirling.com

Help Shape Advocacy & Pro Bono at FPA Austin (2-Minute Survey)

We’re expanding both Advocacy and Pro Bono efforts in 2026 and want to focus on what matters most to you—and what’s realistic for members to support.

Please take 2 minutes to complete this short survey. Your input will directly shape programming, outreach, and volunteer opportunities this year.

Job Seekers

Take the first step and submit your resume to the FPA Austin Career Center. Be ready for that next opportunity!

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.

FPA SUMMIT 2026: You’ve Wanted To Invest In Yourself. Now’s Your Chance.

There’s always a reason to wait: the busy season, a full client list, or that budget talk you keep having with yourself. But here’s the truth: planners who attend FPA SUMMIT 2026 come back changed. From November 9 to 11 at the Gaylord National Resort in National Harbor, MD, financial planners at every stage gather to sharpen their skills, find inspiration, and connect with peers who help them grow.



Register now because you deserve this

Connect With Your Peers on FPA Connect!

Welcome to the next generation of connecting with your financial planning community! FPA Connect is your all-in-one source of connection with FPA members. The upgraded platform features a homepage with an activity feed to make following discussions easier than ever. The improved community library provides easier navigation to find what you want – when you want it. Knowledge Circles, the All-Member Open Forum and your different communities are better than ever. Access to the new FPA Connect is just another great benefit of FPA membership. Check it out today!

The 2025 FPA Annual Report is Now Available

Over the past year, FPA leaders and staff have continued to work hard as your partners in planning, delivering value through Practice Support, Learning, Advocacy, and Networking. The newly released 2025 FPA Annual Report highlights these efforts and the many programs, services, and events that are enhancing your member experience. It also includes key membership insights and the 2025 audited financials.



Read the 2025 FPA Annual Report now. 

How the FPA^® Competency Model^™ Empowers Mid-Career Planners

What does it take to thrive in the middle stages of a financial planning career? In the latest article in our Competency Model series, Hannah Moore, CFP^®, CeFT, and Paul Brahim, CFP^®, CEPA, explore how mid-career planners can strengthen leadership, critical thinking, and self-awareness to better serve clients and teams. Discover how the FPA Competency Model helps experienced professionals evolve from technical experts to trusted leaders who deliver deeper, more human-centered value.

Read the article

FPAi Authority: Your Hub for Cutting-Edge AI Guidance

Whether you’re already experimenting with AI or have no idea where to start, FPA’s new FPAi Authority gives you practical tools and expert guidance to help you work smarter, save time, and serve clients better. Built in partnership with Matt Reiner, CFP^®, CFA, of Capital Investment Advisors and The FutureProof Advisor, this curated hub features real-world videos, demos, blog posts, and trend insights. Now, you can also get access to Matt’s exclusive AI Predictions report, offering a forward-looking view of where AI is headed and what it means for financial planners. Get started with FPAi Authority. 

FPA Austin Diamond Partners

FPA Austin Platinum Partners

FPA Austin Gold Partners