Lunch Meeting prices vary by Membership Type and are listed on the registration page; Non-Members $60
Webinars are FREE for FPA Members and Partners and $10 for Guests/Non-Members.
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Wednesday, November 30, 5:00-7:30 pm
Partner and Member Celebration
Bouldin Acres, 2027 S Lamar Blvd
RSVP Here
Food and Drinks complimentary
PAST EVENTS
Tuesday, January 25, 2022 - Lunch Meeting at Austin Country Club, 11:30 am – 1:00 pm
Topic: Austin Real Estate Market & Forecast
Speaker: Chloe Chiang, Realtor, Partner, Twelve Rivers Realty
Meeting information and registration
Tuesday, February 8, 2022 - Lunch Meeting at Austin Country Club, 11:30 am – 1:00 pm
Topic: Economic Outlook Post Covid-19
Speaker: Mark Wynne, Federal Reserve Bank of Dallas
Meeting information and registration
Wednesday, February 16, 2022 - Partner Webinar, 12:00 – 1:15 pm
Topic: The Capital Markets & the Macroeconomic Environment: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling
Meeting information and registration
Tuesday, February 22, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Mutual Funds and ETFs – Comparing and Contrasting
Speaker: Phil McInnis, Director of Investments, Avantis Investors
Meeting information and registration
Tuesday, March 8, 2022 - Event will be rescheduled
Breakfast Meeting at PIMCO's Offices, Limited to Partners & Members only
8:30 am
Topic: Behavioral Guidance during Market Volatility
Speaker: Devin Ekberg, Senior Consultant at PIMCO
Meeting information and registration
Tuesday, March 14, 2022 - Women's Initiative Information Session
We invite you to join us, March 14th at 1:00 pm via zoom, for an informational session about 2022 FPA Women’s Initiative. We are building out our committee and would love for you to join us. Hear about upcoming events and how to meet and connect with other women in FPA Austin. Whether you are interested in volunteering or just hearing more, please join us! If you would like to get involved but you are not able to attend, please reach out to Katherine Phillips at Katherine@myopenadvisors.com. Please also email Katherine Phillips for the zoom link.
Meeting information and registration
Wednesday, March 29, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Tax-Advantaged Ways to Help Your Clients Save for Education and Disability-Related Expenses with the State of Texas
Speakers: Linda Fernandez, CCM Director, Educational Opportunities and Investments Division Texas Comptroller's Office and Rob Percival, Series 6,7,24, IAR SVP, Strategic Relationships Orion Advisor Solutions, Inc.
Meeting information and registration
1 CFP CE approved
Thursday, March 31, 2022 - Conversation Circle, 9:00 am - cancelled
Topic: What are you doing to minimize your clients liability and property risk?
Hosted by: Kelly Conway, CIC, CRM, Agency Owner, The Conway Insurance Agency
Waterloo Ice House, 6203 N Capital of Texas Hwy, Austin, TX 78731
Meeting information and registration
Thursday, March 31, 2022 - NexGen Social, 5:30 - 7:00 pm
Location: Bouldin Acres, 2027 S Lamar Blvd
Sponsored by: First Trust
RSVP
Tuesday, April 5, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Using Real Estate to Hedge Against Inflation
Speaker: Vincent Balagia, CEO/CIO Stallion Capital Management
Register Here
Monday, April 11, 2022 - Partner Social, 11:30 - 1:30 (Buffet will be open from 12:00 to 1:00)
Come and Join Your Friends at Per Stirling for Social Networking, Beautiful Hill Country Views, and Some of the Best BBQ in Texas
Location: County Line on the Hill (6500 Bee Cave Road)
RSVP HERE
Tuesday, April 19, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: What’s So Special About Special Needs Trusts?
Speaker: Melissa Donovan, Certified Elder Law Attorney Certified by the National Elder Law Foundation as accredited by the Texas Board of Legal Specialization Texas Trust Law (formerly The Wiewel Law Firm)
Register Here
Thursday, April 21, 2022 - Conversation Circle, 11:30 am – 1:00 pm
Topic: Putting 10 Trillion Dollars of Home Equity to Work for Your Client
Hosted by: Brian McRae, Fairway Mortgage
Location: Manuel's Great Hills, 10201 Jollyville Rd
Register Here
April 25-28, 2022 - FPA Retreat - Members automatically get $100 off; Directors get $200 off
Hyatt Lost Pines, Bastrop
Register Here
Tuesday, May 10, 2022 - Lunch Meeting at Austin Country Club, 11:30 am – 1:00 pm
Topic: Behavior Economics: Combating consumer decision-making flaws
Speaker: Tim Griesdorn, Associate Professor of Finance, The University of Incarnate Word
Register Here
Thursday, May 12, 2022 - Conversation Circle, 5:00 pm Cancelled
Topic: Estate Planning Challenges of High Net Worth Clients
Hosted by: Brad Wiewel, Texas Trust Law, formerly The Wiewel Law Firm
Texas Trust Law offices, 1601 Rio Grande St #550, Austin, TX 78701
Register Here
Wednesday, May 18, 2022 - Partner Webinar, 12:00 – 1:15 pm
Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling
Register Here
Tuesday, May 24, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Three Insurance Trends for Financial Advisors
Speaker: Jeff Hess, The Palladium Group
Register Here
Wednesday, May 25, 2022 - Women's Initiative Happy Hour, 4:00 - 7:00 pm
Easy Tiger, 1501 East 7th Street, Austin
Register Here
Thursday, June 2, 2022 - Women's Initiative Power Hour Lunch, 12:00 noon
Jack Allen's Kitchen, 3600 N Capital of Texas Hwy, Austin
Register Here
Tuesday, June 7, 2022 - Conversation Circle, 5:30 - 7:00 pm
Topic: The Washington State Income Tax for Long Term Care and the Ripple Effect Across the Country
Hosted by: Phil Seibel, Advanced Benefit Solutions
Location: Austin Beerworks - 3001 Industrial Terrace, Austin, TX 78758
Register Here
Tuesday, June 14, 2022 - Virtual Super CE Day with CFP ETHICS. Earn up to 5 CFP CE credits
8:50 am: Opening remarks, housekeeping, announcements
Session 1: 8:55 - 9:50 am: The New SEC Marketing Rule, Cathy Vasilev, Red Oak Compliance
Session 2: 10:00 - 10:55 am: The Goldilocks Syndrome: Choosing The Just Right Coverage for Investment Property, Hanna Ogle, CIC, CRM, CPRM, Vice President, Personal Lines, Watkins Insurance Group
11:00 am - 1:05 pm: CFP Ethics with Bonnie Kirchner CFP®, MST, Sea Change Financial Education
Session 3: 1:15 - 2:10: Navigating Medicare 101 , Michelle Feibus, United Healthcare/Michelle Feibus Independent Sales Agent
Session 4: 2:20 - 3:15: Solutions to Address Capital Gains Tax Liability, Matthew Hannan, Senior Vice President, Cantor Fitzgerald Capital
Session 5: 3:25 - 4:20 pm: Where Does It Go When I Die?, Ann Lumley, Texas Trust Law, formerly The Wiewel Law Firm
Register Here and Learn More
Thursday, June 16, 2022 - An Evening at the Round Rock Express Ballpark
Hosted by Mark Doremus, Hines
Register Here - Attendance is limited so register early!
Tuesday, July 7, 2022 - Women's Initiative Virtual Community Meeting
Please come and share your ideas, feedback on our ideas, and bring 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.
Wednesday, July 27, 2022- Partner Webinar, 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
Register Here
Tuesday, August 9. 2022 - Lunch Meeting at Dimensional Funds - Members only, 11:30 am - 1:00 pm
Topic: Building Global Portfolios
Speaker: Kaitlin Hendrix
Register Here
Wednesday, August 17, 2022 - Partner Webinar, 12:00 – 1:15 pm
Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling
Register Here
Tuesday, August 23, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Long Term Care Planning - More Than Just Looking at Insurance
Speaker: Philip Seibel, President, Advanced Benefit Solutions
Register Here
September 7, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Model Behavior – Hidden Risks Undermining Portfolio Performance
Speaker: Jeremy Deering, Director of Portfolio Construction and Analytics, American Century
Register Here
Thursday, September 8, 2022 - American Century Partner Lunch & Presentation, 11:45 am
Location: Jack Allen's Kitchen, 3600 N Capital of Texas Hwy
Register Here
Tuesday, September 13, 2022 - Lunch Meeting at Austin Country Club, 11:30 am – 1:00 pm
Topic: What Your Clients Actually Think
Speaker: Dan Kullman, Director of Education and Training at Toews Asset Management and The Behavior Investing Institute
Register Here
Wednesday, September 21, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Property and Casualty Insurance: Common Mistakes and Hidden Exposures
Speaker: Kelly Conway, CIC, CRM Agency Owner, The Conway Insurance Agency
Register Here
Thursday, October 13th 5-7pm - FPA Women Signature Event
Time to celebrate with the FPA Women! Come join us for appetizers and drinks at Top Golf near the Domain.
Location: Top Golf | 2700 Esperanza Crossing, Austin, TX 78758
Register Here - Limited attendance so sign up early!
Sponsored by First Trust, Watkins Insurance and Hines
Tuesday, October 18, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Global Real Estate Market Themes
Speaker: Mark Doremus, Regional Director, Hines
Register Here
Friday, October 28, 2022 - Career Day and Lunch Meeting at Austin Country Club, 8:00 am – 3:00 pm
Career Day Registration - Career Day is a day of networking and interviews. We connect employers with potential employees looking for full-time and part-time positions as well as internships.
Friday, October 28, 2022 - Lunch Meeting 11:30 am - 1:00 pm
Topic: The Not So Obvious (but in high demand) Career Paths in Financial Advice
Panelists: Manisha Gupta, Galen Rasche, Darrick McGill, and Kelly Klingman
Register for Lunch Here - Interviewers, Sponsors and Candidates do not have to register separately for the lunch. Your lunch registration is included in your Career Day Registration.
Wednesday, November 2, 2022 - FPA Women’s Mastermind Event, 4:00 - 5:30 pm
Join the first Mastermind group of FPA women! We will work together to tackle the issues that we are facing today as a financial planning community.
Location: Capital Strategies | 317 Grace Lane Suite 250, Austin, TX
Register Here - attendance is limited
Tuesday, November 8, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Advanced Planning - Real Estate Tax Strategies
Speaker: Matthew Hannan, Senior Vice President, Cantor Fitzgerald Capital
Register Here
Thursday, November 10, 2022 - Power Hour FPA Women Lunch, 12:00-1:00 pm
Come join the women of FPA for a power hour lunch. We will be highlighting one topic while getting to know everyone.
Location: Jack Allen’s | 3600 N Capital of Texas Hwy Building D, Austin, TX 78746
Register Here - attendance is limited. Each attendee is responsible for their lunch cost.
Wednesday, November 16, 2022 - Partner Webinar, 12:00 – 1:15 pm
Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling
Register Here