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CALENDAR OF EVENTS

Tuesday, April 10th Lunch Meeting
11:30 am - 1:00 pm
Austin Country Club

Topic:  
Senior Living

Senior housing representative:
Speaker:  Kim Terracina, Community Relations Director, Ledgestone Senior Living Community
Kim will discuss the various levels of care (independent vs. assisted vs. memory vs. skilled nursing); price ranges; payment types (i.e. Medicare, Medicaid, LTC, VA, etc) and which payment types apply to various care levels; and different models of senior living (i.e. "buy in" with refund to estate).
 
Care management:
Speaker: Mary Koffend, President, Accountable Aging Care Management
Mary will discuss financial management (i.e. bill paying and coordinating with other advisors); family assistance (helping adult children determine needed actions/changes); and general care coordination. 
 
 
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Tuesday, May 8th Lunch Meeting
11:30 am - 1:00 pm
Norris Conference Center

Topic: Global Economic Outlook

Speaker: Mark Wynne, Dallas Federal Reserve

NEXGEN OPPORTUNITIES

Work with our NexGen group (planners age 36 and under) by sharing your knowledge and skills
Email [email protected] if you can help!

Upcoming NexGen Events

Wednesday, April 18th at 6:00pm


Happy Hour with Austin LEAP (Leaders Emerging in the Accounting Profession)

Celebrate the end of Tax Season!

REGISTER
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Tuesday, May 22 at 6:00 pm

Roundtable discussion: Billing structures in 2018. How do your clients pay you and how do you decide how much to charge them?

TAKE 5 FROM FPA NATIONALS


Each month FPA provides us with a quick rundown of five news items worth sharing with the chapter.  Download Take 5 here
 

  • FPA Advocacy Day in Washington, DC
  • Realize the Power of Your FPA Membership
  • Fast Track Your Career with FPA Programs
  • Refer New Members, Save On Dues
  • FinTech Discounts Abound for Planners

CORPORATE PARTNER SPOTLIGHT

Thank you Vanguard for being our March Meeting Sponsor. CLICK HERE to contact Eric Pickens.
                                       
  

Congrats to Platinum Partner Per Stirling Capital Management for being named as a Top 50 Best Places to Work for Financial Advisers by InvestmentNews.  CLICK HERE for more  


CLICK HERE 
for more information on our Corporate Partner Program and a copy of our Corporate Partner packet.

S croll to the bottom of this email for a complete list of all of our Platinum and Gold Partners.
Thank you for reaching out to them for your business needs!
NEW MEMBERS AND ANNIVERSARIES

SEEKING DIRECTORS AND COMMITTEE MEMBERS

Are you interested in expanding your network and contributing to our group?

Advocacy/Government Relations
Austin Planners Conference
Outreach/Social Media

Contact FPA Austin President, Shane Sullivan, to learn more.
THANK YOU TO OUR 2018 PLATINUM AND GOLD PARTNERS!

Platinum Partners





 
Gold Partners

 



  

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