JUNE/JULY 2022 NEWSLETTER
Upcoming Events
Bookmark and visit www.austinfpa.org for the 2022 schedule!!
Women's Initiative Virtual Community Meeting

Thursday, July 7th
1:00 pm

Please come and share your ideas, feedback on our ideas, and ways to create a sense of community. As promised, there are no official committee duties or obligations, just show up. Email Katherine Phillips at Katherine@myopenadvisors.com for the zoom link.

Stay tuned for the next round of Happy Hour and lunches!

Partner Webinar
Wednesday, July 27, 2022
12:00 – 1:00 pm


Topic: Mortgage Mindset Change for Retirees: Financial Planning and Home Equity for a Safer Retirement after 62

Speaker: Harlan J. Accola, National Reverse Mortgage Director, CRMP, CSA, FAIRWAY Independent Mortgage Corporation

1 CFP CE approved
FPA Austin Lunch Meeting
Tuesday, August 9, 2022
11:30 – 1:00 pm

Offices of Dimensional Fund Advisors
6300 Bee Cave Road, Building One
Austin, TX 78746

Topic: Building Global Portfolios


1 CFP CE approved
Partner Webinar
Wednesday, August 17, 2022
12:00 – 1:15 pm

Topic: The Capital Markets & the Macroeconomic Environment: A View from 40,000 Feet

Speaker: Robert Phipps, Per Stirling

1 CFP CE approved
Partner Webinar
Tuesday, August 23, 2022
12:00 – 1:00 pm

Speaker: Phil Seibel, Advanced Benefit Solutions

1 CFP CE pending approval
Get More Out of Your FPA Membership

On June 1, FPA launched an interactive, self-paced Member Course to help you get the most out of your FPA membership. CLICK HERE to learn more.

The course guides members (both veteran members and new members) through FPA’s value proposition and P.L.A.N. framework and showcases FPA benefits and resources. The course also includes a FPA proud member logo for downloading! Members just need their username and password to access the course. New members are automatically enrolled as they join.
FPA Austin Office Closed July 6 - 20
The FPA Austin Office will be closed July 6 - 20. If you have an urgent matter, please contact FPA Board Secretary Hannah Simpson at hannahsimpson84@gmail.com. Thank you!
New Members and Anniversaries
Welcome to our chapter!
Alyssa Calhoun, CAM Investor Solutions
Kristin Fang CFP®, CFA, Austin Asset
Samuel Fishelburg, CFA, Wealthspire Advisors
Melissa Fleming CFP®, IronBridge Private Wealth
Gerald Glesenschlag CFP®, Edward Jones
Irving Hernandez CFP®, Northwestern Mutual
Joshua Holdman CFP®, UBS
Kristen LeClair CFP®, 994 Group
Benjamin Lee CFP®, Equitable Advisors
Danny Lopez CFP®, JPMorgan Chase Bank, N.A.
Matthew Maxcy CFP®, Venturi Private Wealth
Richard McAuliffe CFP®, Aspiriant, LLC
Stan McShurley CFP®
Celina Ochoa
Preston Parker CFP®, Edward Jones
Chad Perry, Level Four Financial
Justin Vohs MBA, First Citizens Bank

June and July Anniversaries

25 Years
Brooks Slaughter CFP®, Richard P. Slaughter Associates

20 Years
Alex Yeager CFP®, Everlong Financial

15 Years
Ryan Marotta CFP®, Northern Trust
Shane Morrow CFP®, CIMA, CAIA, IronBridge Wealth Counsel

MEMBER HIGHLIGHTS
A BIG THANK YOU to the below FPA Members for stepping up and serving as Moderators for the FPA Externship Program. There are over 650 members nationwide signed up for the program, 10 from our chapter.

THANK YOU TO:
Manisha Gupta
Anita Hawks
Andy MacLaren
Darrick McGill
Jane Mepham
Jasen Wallace
PARTNER HIGHLIGHTS
Thank you Partners for all you do for our Chapter!
Welcome to our newest Platinum Partner CAIS. Happy to have you on board!
Will Hershon
Senior Associate | Product Specialist
512 962 7737 
Enjoy the Per Stirling Capital Outlook and other articles. CLICK HERE for link.
Career Center
Be sure to check out the

The Career Center is free for FPA members.
Get the Most From Your FPA Membership
Be sure to check out the FPA Learning Center for a list of all kinds of CE and educational opportunities.

TAKE FIVE - A quick rundown of five news items from FPA Nationals.
FPA JOURNAL OF FINANCIAL PLANNING - Did you know that FPA Members can earn CE credit through the Journal at NO CHARGE? Go to FPAJournal.org
THANK YOU TO OUR 2022 PLATINUM PARTNERS!
THANK YOU TO OUR 2022 GOLD PARTNERS!
FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org