DECEMBER 2018 NEWSLETTER

The FPA Austin Board would like to wish each of you a very happy holidays! ‌

UPCOMING EVENTS

Tuesday, January 8, 2019 Austin Country Club 11:30 am - 1:00 pm

CLICK HERE TO REGISTER

The Future of Financial Planning Dr. Nathan Harkness, CFP, TD Ameritrade Director of Financial Planning at Texas A&M Jim Whiddon, CFP, founder JWA Financial Group, Radio Show Host, Author Holistic financial planning is a relatively young field. The amalgamation of this evolving profession has produced one of the fastest growing career fields in the United States today. Come hear about the latest academic research and technology being integrated into the production of the next generation of financial planners along with the tools and techniques needed to build deeper relationships with current clients in order to enrich their lives - and also to meet the threats of commoditization faced by today’s advisor. Demand for collaborative planning will continue to drive deeper client relationships, and the ability to apply a customized solution for individual circumstances will be the anchor that joins clients to a lifelong financial plan they feel connected to.

CAREER DAY - FEBRUARY 22, 2019

EMPLOYERS Sign up to interview Candidates

SPONSORS Have a table and visit with Candidates

CANDIDATES SIgn up to interview

REGISTER NOW!

MARK YOUR CALENDAR NOW AND ATTEND OUR 2019 EVENTS FPA AUSTIN 2019 CHAPTER EVENTS

CORPORATE PARTNERS

LEARN MORE ABOUT BEING A PARTNER!

Corporate Partners play an integral part of our chapter’s success. Our partners provide our members with valuable resources. 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

THANK YOU TO OUR 2018 CORPORATE PARTNERS - WE COULDN'T DO IT WITHOUT YOU!!! SEE BELOW FOR A LIST OF THESE GREAT PARTNERS.

NEW MEMBERS & ANNIVERSARIES

NEW MEMBERS Ben Arnold, Frontier Investments Brandon Downer, Ameriprise Financial Anthony Guzman William Locke, Wells Fargo Wealth Brokerage & Retirement William Martinez, Ameriprise Financial Timothy Sittler MEMBER ANNIVERSARIES 20 YEARS David Martinez, Ameriprise Financial 15 YEARS Bleckley Dobbs, Lucien, Stirling & Gray Advisory Group Darleen Gilmore, Austin Wealth Specialists Mike Orf, Orf Capital Management Bill Parrott, Parrott Wealth Management 5 YEARS Derek Ripp, Austin Wealth Management

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 December issue of Take 5  The OneFPA Network FPA Retreat 2019: Register Now to Save Elevate Our Collective Voice: Contribute to the FPA PAC Knowledge is Power: Elevate Your Practice with FPA Research Discounted Conference Recordings

FPA PRACTICE MANAGEMENT BLOG - THE BEST OF 2018

CLICK HERE to read the FPA Journal of Financial Planning BEST OF 2018 Practice Management Blog

FPA HARASSMENT POLICY

The Financial Planning Association (FPA) is dedicated to providing a harassment-free environment for everyone, including its members, volunteer leaders and staff, regardless of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age or religion. We do not tolerate harassment in any form. FPA, at its discretion, retains the right to employ whatever sanctions are necessary to maintain a welcoming environment. We encourage anyone who feels that another person has made you feel unsafe, unwelcome and/or engages in inappropriate behavior to please report the circumstance as soon as possible to an FPA volunteer leader or staff member.    CLICK HERE for a copy of the FPA Harassment Policy

THANK YOU TO OUR 2018 PLATINUM PARTNERS!

THANK YOU TO OUR 2018 GOLD PARTNERS!

FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org

STAY CONNECTED ‌ ‌