SEPTEMBER 2018 NEWSLETTER
We hope that this newsletter provides you with information to get involved in your Austin FPA Chapter! Please don't hesitate to contact us if we can be of assistance.
UPCOMING EVENTS
Thursday, October 25, 2018
Austin Planners Conference
Top Golf

Building With You

Join others for a great day of speakers, networking and a
little golf too!
Sign up 4 from your firm and $AVE!!
Attendance is limited.
Kali Roberge
Creative Advisor Marketing
Travis Parry
Family Financial Institute
Chris Wills
College Inside Track
Alan Moore
XY Planning Network
Steven Malin
Allianz
and...

Ben Thomason, Vestwell
Jim Ward, SEI Investments
Melissa Kemp, CFP Ethics
Carrie George, Allianz
Panelists: David Ambrico, Stephen Mesko, Carrie George, Patrick Brewer, Alan Moore

Up to 6 CFP CE OR 4 hours of CE and 2 hours CFP Ethics. Can also get CPA CPE and Insurance CE.
NexGen Planners Conference Social Open to all members
Punch Bowl Social in the Domain
Wednesday, October 24th
6:00 - 8:00 pm

Join us for bowling and happy hour on us. Limited to the first 20 who sign up!
PRO BONO - JOIN THE TEAM!
We need 7 planners to join the team!

Our planners are currently assisting 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. 

For more information about this amazing opportunity, contact  Bill Parrott . Thank you!
NEW MEMBERS & ANNIVERSARIES
Chris Taylor, Ameriprise Financial
Brian King
MEMBER ANNIVERSARIES
35 YEARS
Karroll Kitt, CFP®, The University of Texas at Austin

10 YEARS
Lethe Burns, MBP, CRPC, Henry & Burns Private Wealth

5 YEARS
Mike Conroy, CFP®, Argus 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 September issue of Take 5

  1. New FPA Knowledge Circle: CFP Board’s Code of Ethics and Standards of Conduct
  2. Join us in the Windy City for the 2018 FPA Annual Conference
  3. Hip Hip Hooray: FPA Members Have Received 3,000 Media Queries!
  4. Special FPA Member Discount for ‘Retirement Daily’ from TheStreet
  5. Receive a Free Cerulli Report and a Chance to Win a $500 AMEX Gift Card
FPA IS ON LINKED IN
Join our LinkedIn Group  - a private group for planners only to share business development, practice management and to get content from some of the fastest growing firms in the country.
CAREER OPPORTUNITIES
Did you know that we have a FPA Austin Career Center on our website- free for FPA Members?  

  • Post job opportunities at your company free of charge
  • Post your resume free of charge

CLICK HERE  for more information
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