A Message from the President |
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March 2023
Dear Austin FPA Members,
It’s hard to believe we will soon be wrapping up Q1! From the members I have spoken with, business has been good. It reminds me of the speaker we had at the PIMCO breakfast where they discussed deepening client relationships through extensive discovery. We all do this in some form or fashion, but the stories shared where truly above and beyond the standard. The advisors who went above have seen exponential growth by creating client advocates that stemmed from their amazing experience.
We hope you can take some time over Spring Break to be with family and loved ones, and safe travels to those taking adventures!
We look forward to seeing you at our next luncheon at ACC in May, but please visit our Austin FPA Calendar of Events page as we have webinars and social gatherings in between. Join us as we build relationships through our community.
See you soon.
Sincerely,
Jeremy Jungbauer
President
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Tuesday, March 21, 2023
Partner Webinar
12:00 - 1:00 am
Topic: Dimensional Presents: Research Roulette
Speaker: Kevin Green, Head of Investment Solutions Analytics & VP Investment Solutions, Dimensional Fund Advisors
1 CFP CE approved
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Wednesday, March 22, 2023
NexGen Happy Hour Social
5:30 - 6:30 pm
Lazarus Brewing Co, 4803 Airport Blvd
Open to ALL FPA Members - NexGen and Experienced Advisors
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Tuesday, April 4, 2023
Partner Webinar
12:00 - 1:00 am
Topic: Property & Casualty Insurance: Understanding the uses of Personal and Small Business Insurance and Current Industry Conditions
Speaker: Kelly Conway, CIC, CRM Agency Owner The Conway Insurance Agency
1 CFP CE pending approval
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Tuesday, April 18, 2023
Partner Webinar
12:00 - 1:00 am
Topic: Creating Cash Flow with Real Estate Backed Investments
Speaker: Stallion Capital Management
1 CFP CE pending approval
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Thursday, April 27: Night at the Ballpark with Gold Partner Hines
Tuesday, May 9, 2023 at Austin Country Club: Mark Wynne, Federal Reserve Bank of Dallas
May 17, 2023: Partner Webinar, Per Stirling
May 23, 2023: Partner Webinar, Watkins Insurance Group
June 13, 2023: Virtual CE Day, Earn up to 6 CFP CE credits
June 27, 2023: Partner Webinar, American Century Investments
Thursday, July 20, 2023: Virtual CFP Ethics
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New and Returning Members and Anniversaries |
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Tim Bosworth, CFP®, Prudential
Paula Jean Frey, Kitces.com
Tim Marwill, CFP®, RBC Wealth Management
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March Anniversaries
25 Years
Joy Roberts CFP®, JD Canyon, LLC
20 Years
Jean Arias CFP®, AMG Wealth Advisors
Tom Sliger CFP®, Austin Trust Company
15 Years
Stephen Carter CFP®, MBA, ChFC®, CLU®, Griffin Financial Group
10 Years
Daphne Jordan CFP®, Pioneer Wealth Management Group
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TITLE PROTECTION TOWN HALLS and SURVEY |
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FPA’s top priority from an advocacy standpoint is to fight for title protection over the job title, “financial planner” to make sure that the correct standards are in place.
The FPA needs to hear from their members through surveys and Town Halls around this topic. There is not a consensus yet for the best direction, so your opinion matters.
Join me in completing FPA’s survey and attending a town hall? Please give us your feedback on your opinions, so we know how to advocate better for our Austin Chapter of FPA.
Thanks,
Adam Flagg
FPA Austin Advocacy Director
MEETING DATES:
Thursday, March 9th, 3:00 pm CT
Tuesday, April 4th, 3:00 pm CT
Tuesday, May 9th, 3:00 pm CT
Tuesday, June 6th, 3:00 pm CT
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Share your time, experience and knowledge with underserved members of our community. You are rewarded in surprising ways and will find it transforming!
National pro bono opportunities include Homes for our Troops, cancer affected families and more
FPA provides Errors & Omissions Insurance for FPA members while conduction pro bono financial planning
Do you already do pro bono work? Let us know what you do!
We would love to hear from you! Please complete the quick 4-question survey. Thank you to those who have completed the survey!
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Welcome to our Newest Platinum Partner |
Skelly SellFi
Sean Skellenger
512-800-5555
Skelly SellFi is a leading Seller Financing transaction advisor across residential and commercial real estate. Our mission is to help your clients reach their financial goals by advising and connecting Buyers & Sellers in a Seller Financing transaction.
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Enjoy the Per Stirling Capital Outlook and other articles. CLICK HERE for their most recent capital markets commentary.
For the sixth year in a row, InvestmentNews Magazine has selected Per Stirling as One of the Best Places in America for Financial Advisors to Work.
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What Benefits Does Your FPA Membership Include |
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What does your FPA membership include?
CLICK HERE to learn more. The guide is for both veteran and new members and showcases FPA benefits and resources.
Start the year by learning more about what your membership has to offer.
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Be sure to check out the
The Career Center is free for FPA members.
There are some new job opportunities posted
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2023 FPA Retreat: May 1-4 in Bonita Springs, Florida. Register Here
2023 Annual Conference: September 27-29 in Phoenix. Registration opens May 4
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THANK YOU TO OUR 2023 DIAMOND PARTNER! |
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THANK YOU TO OUR 2023 PLATINUM PARTNERS! |
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THANK YOU TO OUR 2023 GOLD PARTNERS! |
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FPA Austin | 512-261-4159 | admin@austinfpa.org | www.austinfpa.org |
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