A Message from our 2021 President |
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Happy New Year Everyone!
Thank you Bill Parrott for leading us through a year like no other!
Many of us are longing to return to an in-person environment, however as the uncertainty of the pandemic looms on, we will do our best this year to add value to our membership and to create new opportunities to network and learn from each other. We will continue to provide great educational content through our monthly virtual webinars. In addition, we will also host unique networking and interactive sessions like our small conversation circles and special practice management experiences to help members connect and get to know one another. Lastly, thanks to Sarah Frankenfeld, we start 2021 with our newly refreshed website where you can find our list of events, programs, and other important information about our chapter.
We wish everyone a great start to 2021!
2021 FPA Austin Board Members:
Margaret Casey – President and Women’s Initiative Co-Chair
David Hampton – President Elect and NexGen Director
Sarah Frankenfeld – Chapter Executive
Donald Beattie, Membership Director
Ann Connolly – Treasurer
Jeremy Jungbauer – Corporate Partner Director
Bill Parrott – Chairman
Ross Peterson – Pro Bono Director
Blake Rhodes – Programs Director
Tasha Rock – Women’s Initiative Co-Chair
Hannah Simpson – Secretary
Jasen Wallace – Career Development Director
Deanna Williams – Social Media Director
Margaret Huang Casey, CFP®
President
Austin FPA 2020
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Upcoming Events
You can find more about our Upcoming Events at www.austinfpa.org. by scrolling down and clicking on 2021 Chapter Events
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Tuesday, January 12, 2021
12:00 - 1:00 pm
The 10 Marketing Tools You Never Knew You've Always Needed
Sheryl Hickerson, CEO, Females and Finance
What if we showed you a way to streamline some of your toughest business necessities each day? And what if we showed you TEN of them in one meeting? Well, you're in luck! Join Sheryl Hickerson, CEO of Females and Finance and learn a more streamlined way of doing what we've always done.
This session does not qualify for CE.
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Wednesday, January 27, 2021
12:00 - 1:00 pm
Just Ask: How to Engage Your Clients' in an LTC Planning Conversation
Chad Eyrich, VP of Long-Term-Care, Ask Brokerage
Long Term Care planning can seem overwhelming. Please join FPA partner, Palladium Group by Ash Brokerage, for a webinar on how to engage your clients' in an Long Term Care planning conversation around extended care in retirement.
CFP CE: 1 pending approval
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Wednesday, February 3, 2021
3:00 pm - 4:30 pm
Please note that you will need to create a CFA account to attend a WIM event. There is no cost to join.
This session does not qualify for CE.
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Tuesday, February 9, 2021
12:00 - 1:00 pm
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: 1 pending approval
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2021 VIRTUAL CAREER DAY
Friday, February 19, 2021
9:00 am - 3:00 pm
Find your next hire at FPA Austin’s Virtual Career Day 2021 in a COVID safe environment. All interviews will be conducted in a private Zoom Breakout Room.
Our speaker, Simply Paraplanner, will highlight the advantages of hiring virtual support for your team.
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2021 VIRTUAL CAREER DAY SPEAKER
Friday, February 19, 2021
12:00 am - 1:00 pm
Reimagining the Traditional Career Path
Alex Hopkin, CFP®, AFC®: Founder and Jen Pritchard, CFP®: COO, Simply Paraplanner
There is no longer only one career path in financial services. We're challenging the notion that paraplanning is a stepping stone to a lead advisor. In fact, it can be it's own career track in it's own right. This presentation dives into the new career paths within financial services.
This session does not qualify for CE.
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Let us introduce our 2021 Partners!
Their support allows our Chapter to thrive! We invite all members to take a moment to reach out to our Partners--they would love to talk with you.
PLATINUM PARTNERS
Avantis Investors and American Century Investments - NEW Partner
First Trust Portfolios - since 2013
The Palladium Group - since 2020
Parrott Wealth Management, LLC - since 2020
Per Stirling - since 2011
GOLD PARTNERS
Atchley & Associates - since 2017
Collaborative Planning Group - since 2020
Durbin Bennett Private Wealth Management, LLC - since 2020
Fleming & Conway Allstate Agency - since 2012
Harbor Capital Advisors, Inc. - since 2020
Hines - NEW Partner
Independent Bank Mortgage - since 2020
Red Oak Compliance - since 2018
Stallion Capital Management - since 2020
Westlake Securities - since 2019
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New Members and Anniversaries |
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We welcome the following members to our chapter! |
Varsha Murphy
Mark Tibbs, ENRY Financial Coaching, LLC
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20 Years
Barton Couch, CFP®, Per Stirling Captal Management
10 Years
Gary Scarborough, CFP®, CPA
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A Message from Gold Partner The Fleming & Conway Agency |
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Whether you are a first time home buyer or have lived in your home for 20 years, there are a few things that you probably didn’t even know you needed to know about homeowners insurance. Included here are basic tips on types of coverage and risks to consider. Call us to review at 512-345-0005 your insurance needs so we can make sure you are properly protecting one of your largest assets.
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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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