Group Page - Join our LinkedIn Group. It is 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.
CALENDAR OF EVENTS
LOOKING TO EXPAND YOUR BUSINESS IN 2018?
Sign up NOW to be an Interviewer - only a few spots left!
February 16, 2018
8:30 am - 3:30 pm
We connect employers with potential employees and interns and
have over 35 candidates from schools all over the state as well as a few from out of state. Only a few Interviewer spots left!
50% of you responded to our January survey. Those that responded will be entered into a drawing at the upcoming meeting! Here is a recap of the comments:
Ideas on how to enhance programs:
More speakers that are focused on planning topics. Speakers have been investment heavy.
An expert on elder abuse or ponzi schemes; Mutual fund portfolio manager; Cyber security expert; Texas economist; and Examiner from the state securities board. I like most speakers that do not have a purely sales agenda.
How to mitigate "sequence risk" in retirement payouts
Emerging markets outlook; Implications of new tax law; Risks in passive strategies or active vs passive; The post DOL environment for advisors on retirement asset management; What about inflation risk? Key signals and where we are; Strategies for hedging geopolitical risk
Any additional comments:
I enjoyed the buffet style lunch. Simple and easy. The salad option was DELICIOUS.
Buffet ruins the meeting. Too long to get food, destroys the ability to sit at table and chat as most of table is in line at one time or another. I have always looked forward to FPA meeting to have a nice plated meal. Will reconsider membership if that goes away.
I liked the new buffet option, although it seemed to make things run a bit behind schedule? I'm sure it will get sorted out. Having a buffet not only lets me pick what I want to eat; it also allows for more networking time - bonus! ;)
I thought the buffet was efficient. Would be nice if they went around earlier to refill coffees. Thanks for asking!
CORPORATE PARTNERS
Partner with FPA Austin in 2018! Contact Board Director
Brooks Morgan for more info.
Austin Habitat for Humanityhas received a financial planning grant from the Foundation for Financial Planning. The Austin Financial Planning Association will partner with Habitat to assist their clients with financial guidance through 1:1 coaching, group presentations, and workshops. For more information about this amazing opportunity CLICK HERE
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Contact Bill Parrott if you are interested in offering your time and expertise or want more info on the program. Thank you!
FPA AUSTIN ANNOUNCES 2018 BOARD
Looking to get involved? We have 3 open Director positions and committee members needed for all positions. JOIN US and make a difference in the Austin Chapter!!
Advocacy/Government Relations
Austin Planners Conference
Outreach/Social Media
Contact FPA Austin President, Shane Sullivan , to learn more.
