Please excuse receiving another email Newsletter from us. The Save the Date 2024 Calendar section wasn't included on the version sent on Friday. Thanks!

Join us for the first meeting of 2024!

Tuesday, January 16, 2024

FPA Austin January Lunch Meeting

Austin Country Club

11:30 am - 1:00 pm

Deadline to Register: Monday, January 8, 2024

Firms that interact with sensitive client information have a legal and ethical obligation to ensure its security. The rapid acceptance of AI tools like ChatGPT, and their even more rapid expansion in capabilities, brings new challenges that require immediate attention. These challenges range from the more benign writing of articles to the most severe breaching of confidential information. This presentation introduces the main issues that need to be proactively dealt with and understood.

Join FPA of Austin’s NexGen for their first event of the year!

Thursday, January 25, 2024

NexGen Trivia Night

Bouldin Acres, 2027 South Lamar

5:30 - 7:30 pm

FPA NexGen invites you to our NexGen Trivia Night to connect with other professionals, learn about FPA of Austin’s NexGen community, and test our trivia knowledge.

For more information or questions, contact us at nexgen@austinfpa.org.

INTERESTED IN LEARNING MORE ABOUT BEING AN FPA PARTNER?

We would love to have your firm as a Partner for 2024. Give us a call to learn more about how you can support FPA Austin and raise your organization's profile and awareness with the industry.

CLICK HERE for a list of our 2024 Partner Benefits. Contact Sarah Frankenfeld or Partner Director Phil Seibel to learn more.

JOIN AN FPA AUSTIN COMMITTEE

We are gearing up for our 2024 and have all board members in place but would love to add some committee members to help our board. if you are interested in learning more about getting involved, please reach out to Sarah Frankenfeld. We would love to have you join us!

New Members and Anniversaries

FPA Anniversaries

25 Years

Phillip Denney, MBA, CFP®, Halbert Wealth Management

20 Years

Bleckley Dobbs, CFP®, Watercolor Financial

Michael Orf, CFP®, Orf Financial Planning

Bill Parrott, CFP®, Parrott Wealth Management

15 Years

Lethe Burns, MBA, CRPC, Henry & Burns Private Wealth

Scott Hackett, CFP®, Hackett Financial Group

Teresa Kuhn

Shane Moore, CFP®, Quartz Financial

10 Years

Derek Ripp, CFP®, Austin Wealth Management

Mike Conroy, CFP®, Argus Wealth Management

5 Years

Donald Beattie, CFP®, Guardian Life

Ford McTee, CFP®, US Capital Advisors

Morgan Marx, CFP®

Bill Simonet, CFP®, AIF®, Simonet Financial Group, LLC

Tim Sittler, CFP®, CAIA

WOMEN'S INITIATIVE

Last week the FPA of Austin's Women's Initiative ladies gathered for a year-end celebration at Grimaldi's. It was a fun event and nice way to round-out the year catching up and making new friends!

Thank you Michelle Feibus, aka Medicare SUPERWOMAN and Hanna Ogle, CPRM, CIC, CRM for sponsoring this event! Your generosity allowed new connections to be made and to strengthen our community.

Stay tuned for the 2024 calendar of events to come. We hope to see you in the new year!

THANK YOU TO ALL OF OUR FPA AUSTIN PARTNERS!

We are so grateful for all you do for our chapter!

A list of our Partners can be found on the front page of our website at www.austinfpa.org