JULY 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 now closed. Please email admin@austinfpa.org to be placed on the wait list.
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
Topic: Growing Your Business with Exchange Traded Funds
Speaker: Scott Dawson, First Trust Portfolios

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, Leadership and How to Be
an Effective Market Disrupter
Melissa Donovan , JD, The Wiewel Law Firm, Special Needs Planning
Kristin Schmidt , RIA Oasis, Is It the Tech or Is It the Process?
Melissa Kemp , CFP Ethics
Divorce Panel
....and more

DON'T MISS THE OPPORTUNITY TO HEAR SOME TOP RATE SPEAKERS!
Cindy Eckert, CEO/Founder
Sprout Pharmaceuticals
Kristin Schmidt
 RIA Oasis
Melissa Donovan , JD, The Wiewel Law Firm
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

TITLE SPONSOR:
eMoney

PRESENTATION SPONSORS:
Per Stirling
Segall Bryant & Hamill
Weiwel Law Firm
eMoney SUMMIT DISCOUNT FOR FPA MEMBERS
FPA MEMBERS GET $200 OFF!
eMoney Summit 2019 * Austin, TX
October 14 - 26, 2019

Discount code for FPA Members: FPA999

NEW MEMBERS AND ANNIVERSARIES
NEW MEMBERS

William Hawes , CFA, Candor Asset Advisors

Sarah Richardson , Brown Advisory
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 July issue of Take 5
THANK YOU TO OUR 2019 PLATINUM PARTNERS!
THANK YOU TO OUR 2019 GOLD PARTNERS!
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org