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, 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
Tuesday, 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
8:50 am: Opening remarks, housekeeping, announcements
Session 1: 9:00 - 9:50 am: The New SEC Marketing Rule, Cathy Vasilev, Red Oak Compliance
Session 2: 10:00 - 10:50 am: The Goldilocks Syndrome: Choosing The Just Right Coverage for Investment Property, Hanna Ogle, CIC, CRM, CPRM, Vice President, Personal Lines, Watkins Insurance Group
Session 3: 11:00 am - 1:00 pm: CFP Ethics with Bonnie Kirchner CFP®, MST, Sea Change Financial Education
Session 4: 1:15 - 2:05: Navigating Medicare 101 , Michelle Feibus, United Healthcare/Michelle Feibus Independent Sales Agent
Session 5: 2:15 - 3:05: Solutions to Address Capital Gains Tax Liability, Matthew Hannan, Senior Vice President, Cantor Fitzgerald Capital
Session 6: 3:15 - 4:05 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!
Wednesday, July 27, 2022- Partner Webinar
Topic:
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, 11:45 am - 1:00 pm
Topic:
Speaker:
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:
Speaker: Advanced Benefit Solutions
Register Here
September 7, 2022 - Partner Webinar, 12:00 – 1:00 pm
Topic: Semi Transparent ETFs: The Next Evolution of the ETF Industry
Speaker: Director of ETF's, American Century
Register Here
Tuesday, September 13, 2022 - Lunch Meeting at Austin Country Club, 11:30 am – 1:00 pm
Topic:
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:
Speaker: The Conway Insurance Agency
Register Here
Tuesday, October 4, 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:
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
Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling
Register Here
Date TBA
Partner and Member Celebration
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
