June Newsletter

JUNE 2019 NEWSLETTER

UPCOMING EVENTS

Q3 August Women's Initiative Event

Tuesday, August 6, 11:30-1:30

The Backspace ~ 507 San Jacinto Blvd.

What Does Going Digital Mean For You and Your Clients?

A Private Lunch Conversation Regarding Women and Technology with Neesha Hathi, Executive VP and Chief Digital Officer, Charles Schwab

This event is limited to 20 attendees.

August Lunch Meeting & Knowledge Circle

Tuesday, August 13, 2019

Austin Country Club

Lunch meeting 11:30 am - 1:00 pm

Knowledge Circle (additional CE) 1:10 - 2:00 pm

Lunch Meeting 11:30 am - 1:00 pm

Topic: Holding Alternative Assets in IRA’s

Henry Yoshida, Founder of Rocket Dollar

Knowledge Circle 1:10 - 2:00 pm

Check the website soon for Topic and Speaker

Sponsored by

AUSTIN PLANNERS CONFERENCE - REGISTRATION OPEN

Thursday, October 10, 2019

Hotel Granduca ~ 320 S Capital of Texas Hwy ~ Austin 78746

Us Working Together: Planning for Modern Times

Cindy Eckert , CEO and Founder, Sprout Pharmaceuticals

Pam Friedman , CFP ^® , CDFA, Partner/Wealth Advisor, Silicon Hills Wealth Management

Melissa Donovan , JD, The Wiewel Law Firm

Sheryl Brown , Bionic Social

Melissa Kemp , CFP Ethics

Segall Bryant & Hamill

....and more

DON'T MISS THIS GREAT CONFERENCE TO HEAR SOME TOP RATE SPEAKERS

BE A SPONSOR

Get in front of Central Austin financial planners at our one day conference designed to provide professional development and lessons to grow our practice.

CLICK HERE for details about each sponsorship level. Act quickly!

#AustinFPACon19

#buildingwithyou

PRO BONO OPPORTUNITY - ACT NOW!!

Become a Financial Coach with Foundation Communities!

4 slots available for FPA Members only

Act quickly before these spots are taken.

Contact Ross Patterson for information about this great opportunity to help others.

CORPORATE PARTNERS

BE A PARTNER WITH FPA AUSTIN. LIMITED PARTNERSHIPS AVAILABLE.

Corporate Partners play an integral part of our chapter’s success. We still have room for a couple more Platinum and Gold Partners. 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