AUGUST 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
Tuesday, September 11th Lunch Meeting
11:30 am - 1:00 pm
Austin Country Club

Grief Informed Care: How to Support Bereaved Clients

Becca Van Tassel, LCSW, Clinical Director
The Austin Center for Grief & Loss 
Thursday, October 25, 2018
Top Golf

Building With You
ACT NOW TO SPONSOR OUR CONFERENCE!

We ONLY HAVE two sponsorship types available:

HAPPY HOUR SPONSOR
2 VENDOR BOOTHS
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!
CORPORATE PARTNER SPOTLIGHT
Thank you for being our August Sponsor!

CLICK HERE for a message from PNC Retirement Solutions
Working with the right retirement plan provider may be the most important ingredient in accelerating the growth of your practice. At PNC Retirement Solutions ® , we offer advisers affiliated with Austin FPA flexibility in services, large-scale resources, and a personal commitment to your success . To learn more about our retirement solutions and services, contact Isaac Stolar at (817) 776-7110, isaac.stolar@pnc.com , or visit www.pnc.com/retirementsolutions .
NEW MEMBERS & ANNIVERSARIES
Patrick Brewer, SurePath Wealth Management
Kasey Gahler, Gahler Financial
David Lloyd , Century Management
Jane Mepham
Carli Smith
MEMBER ANNIVERSARIES
20 YEARS
Mark Olson, CFP®, MSFS, Horizon Wealth Strategies, LLC
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 August issue of Take 5

  1. Pro Bono Financial Planners Needed to Help Families Living with Cancer
  2. Register for FPA Residency by August 20 and save up to $500
  3. What Every Financial Planner Should Know about the Tax Cuts and Jobs Act
  4. FPA Coaches Corner Spotlight: Three Most Common Cyber Threats and How to Deal with Them
  5. Make the Leap from Theory to Practice at the 2018 FPA Annual Conference
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