We hope you will join us at our upcoming events!  We have something for everyone - In-Person Meetings, Conversation Circles and Socials as well as monthly Partner Webinars. We look forward to seeing you! Check back often as events are constantly being added.

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. 


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
TopicMortgage Mindset Change for Retirees: Financial Planning and Home Equity for a Safer Retirement after 62
SpeakerHarlan 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
TopicBuilding Global Portfolios
Speaker
Register Here

Wednesday, August 17, 2022 - Partner Webinar, 12:00 – 1:15 pm

TopicThe 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: TBA
Speaker: Advanced Benefit Solutions
Register Here

September 7, 2022 - Partner Webinar, 12:00 – 1:00 pm
TopicSemi Transparent ETFs: The Next Evolution of the ETF Industry
Speaker: Director of ETF's, American Century
Register Here

Thursday, September 8, 2022 - American Century Lunch, 11:30 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
TopicWhat Your Clients Actually Think
SpeakerDan 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
SpeakerThe Conway Insurance Agency
Register Here

Tuesday, October , 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic
Speaker
Register Here

Tuesday, October 18, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic
Speaker: Mark Doremus, Hines
Register Here

Friday, October 28, 2022 - Career Day and Lunch Meeting at Austin Country Club, 8:00 am – 3:30 pm
Topic
Speaker
Register Here

Tuesday, November 8, 2022 - Partner Webinar, 12:00 – 1:00 pm

Topic
Speaker: Cantor Fitzgerald
Register Here

Wednesday, November 16, 2022 - Partner Webinar, 12:00 – 1:15 pm
TopicThe Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling
Register Here

Date TBA
Partner and Member Celebration

Tuesday, December 6, 2022 - Possible Partner Webina
r
Topic: 

Speaker
Register Here


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
SpeakerMark Wynne, Federal Reserve Bank of Dallas
Meeting information and registration

Wednesday, February 16, 2022 - Partner Webinar, 12:00 – 1:15 pm
TopicThe 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
TopicMutual Funds and ETFs – Comparing and Contrasting
SpeakerPhil 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
TopicBehavioral Guidance during Market Volatility
SpeakerDevin 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
TopicTax-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
TopicWhat are you doing to minimize your clients liability and property risk?
Hosted byKelly 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

TopicUsing Real Estate to Hedge Against Inflation
SpeakerVincent 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
TopicPutting 10 Trillion Dollars of Home Equity to Work for Your Client
Hosted byBrian 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
SpeakerTim Griesdorn, Associate Professor of Finance, The University of Incarnate Word
Register Here

Thursday, May 12, 2022 - Conversation Circle, 5:00 pm  Cancelled

TopicEstate Planning Challenges of High Net Worth Clients
Hosted byBrad 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
TopicThe 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!