A Message from our 2021 President |
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Hello FPA Members, To promote gender diversity and inclusion, FPA Austin is kicking off and ending February with some new programming from CFA’s Collaborative Women in Investment Management and Money Circle ATX. In addition to the Imposter Syndrome event held last week and end of month women’s conversation and networking circles, we also have sessions on Medicare, career planning, and the capital markets. Enjoy the line-up, stay healthy, and be sure to express your gratitude to a loved one on Valentine’s Day.
Margaret Huang Casey, CFP®
President
Austin FPA 2021
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TOMORROW Tuesday, February 9, 2021
12:00 - 1:00 pm
LAST CHANCE to register!
Navigating Medicare 101
Michelle Feibus, Independent Sales Agent. United Healthcare (Medicare only)
Navigating the ins and outs of Medicare planning can be a daunting task. If you are turning 65 or retiring soon, this Medicare educational presentation by Medicare independent sales agent Michelle Feibus could be helpful.
CFP CE: approved
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2021 VIRTUAL CAREER DAY
In an effort to produce the best event possible, we have made the tough decision to postpone the 2021 Austin FPA Career Day, previously scheduled on February 19th, until the fall.
Whether you are a career seeker or looking to grow your firm, here are a couple of valuable alternatives you may consider:
Thanks and we look forward to seeing you this fall!
Jasen Wallace, CFP®
Director of Career Development
FPA Austin Chapter
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Wednesday, February 24, 2021
12:00 - 1:15 pm
The Capital Markets: A View from 40,000 feet
Robert Phipps, Director, Per Stirling
This webcast will provide a 40,000-foot overview of the current macroeconomic environment, including current monetary and fiscal policies, the political outlook, the COVID-19 pandemic, and how this extraordinary array of factors is manifesting itself in the capital markets. We will also offer some thoughts on how these factors may continue to impact risk markets in the future.
CFP CE: approved
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THANK YOU PARTNERS FOR EVERYTHING YOU DO FOR OUR CHAPTER! We invite all members to take a moment to reach out to our Partners--they would love to talk with you. Go to our website at www.austinfpa.org and scroll to the bottom for a list of these great sponsors.
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Love is in the air…..February is the month to show that special person in your life how much you cherish them by buying them a beautiful piece of jewelry. But don’t stop there. Make sure you protect that special new piece jewelry on a scheduled jewelry policy to cover at full replacement cost for theft AND any mysterious disappearance.
Let us review your insurance today and make sure you are protecting the most valuable items in your life!
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There are some unprecedented things going on in the stock market that we consider to be at least partially a product of the recent democratization and “gamification” of Wall Street.
Click here for Robert Phipps, Director of Per Stirling for his most recent and very timely commentary, that addresses many of the root causes of what is going on. It also features a discussion of the many similarities between the current environment and that of the back-half of the 1990s, and what the implications of that may be over the short, intermediate and longer-term.
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New Members and Anniversaries |
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We welcome the following members to our chapter! |
Kent Hickey, CFP®, CPWA®, Ubequity Wealth Management, LLC
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15 Years
Ben Johnson, CFP®
Tom Walsh, CFP®, Frontier Investments
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MEMBER HIGHLIGHT
We have added a member highlight section to our monthly newsletter. If you would like to add something about you or your firm, CLICK HERE. We look forward to learning more about our members!
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FPA Volatility Resource Center |
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Visit the Financial Planning Association Volatility Resource Center that provides planners with content related to supporting clients during times of uncertainty.
It contains:
- Recently recorded webinars from the FPA on coronavirus and the effect on current market conditions
- Links to information from U.S. Centers for Disease Control and Prevention (CDC), the World Health Organization (WHO), and more
- Research papers, articles and blog posts addressing market volatility and allaying client fears
- and more
As always, please let us know how we can support you.
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Get the Most From Your FPA Membership |
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TAKE FIVE - A quick rundown of five news items from FPA Nationals.
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THANK YOU TO OUR 2021 PLATINUM PARTNERS! |
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THANK YOU TO OUR 2021 GOLD PARTNERS! |
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FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org |
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