Join Us for our Annual FPA Austin Super CE Day!
Earn up to 6 hours of CE Credit - all in one day!
Our Super CE Day features a dynamic lineup of speakers and timely topics designed for today’s financial professionals. Attend one session or stay for all - your registration includes access to each session and the flexibility to come and go as your schedule allows.
- The Zoom link will be emailed 1-2 business days prior to the event.
- There’s no need to pre‑select sessions. You’ll use one link to join any or all sessions throughout the day.
- At the end of the program, you’ll complete a brief survey to confirm your attendance.
Agenda
9:00 AM - 9:05 AM: Introduction and Housekeeping
Session 1: 9:05 AM - 9:55 AM: Evaluating Tax‑Deferred Strategies in Private Real Estate for High‑Net‑Worth Clients (1 CE)
Conor Donohue, Vice President, Private Wealth, MLG Capital
This session shows advisors how to turn tax‑deferred private real estate strategies into a meaningful planning edge for high‑net‑worth and ultra‑high‑net‑worth clients. Through real‑world scenarios where taxes, liquidity, and concentrated real estate positions create both challenges and opportunities, we’ll illustrate when private real estate solutions can outperform traditional allocation‑based approaches. Attendees will leave with a clear, repeatable framework for identifying when these strategies unlock significant tax savings, greater portfolio efficiency, and stronger long‑term outcomes for clients with appreciated or soon‑to‑be‑acquired real estate.
9:55 AM - 10:00 AM: Break
Session 2: 10:00 AM - 10:50 AM: Would You Catch This? – The Advisor Insurance Challenge
Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS, Director of Product, Insurance, Holistiplan
Think you can spot an insurance problem at a glance? Put your skills to the test in this fast‑paced, interactive session where advisors review real‑world insurance scenarios and decide whether something’s amiss - before the answer is revealed. From underinsured high‑value homes to mismatched auto limits and hidden umbrella exclusions, you’ll see how easily critical details can slip through the cracks. Along the way, you’ll learn how Holistiplan helps decode declaration pages and uncover risks that impact your clients’ financial well‑being. It’s an engaging, eye‑opening way to sharpen your insurance instincts and see how technology can help advisors decipher complex insurance policies and confidently bring risk awareness into client conversations.
10:50 AM - 11:00 AM: Break
Session 3: 11:00 AM - 11:50 PM: Knowing When to Call an Employment Lawyer: Guidance for You and Your Clients
Austin Kaplan, Kaplan Law Firm
Workplace issues can derail even the best‑laid financial plans—and clients often turn to their advisor first when trouble starts brewing. In this fast‑paced, practical session, you’ll learn how to spot the employment‑law red flags that can impact income, benefits, and long‑term security. Discover when you can confidently guide clients yourself, when it’s time to bring in an employment attorney, and when you should seek legal support to protect your practice. Walk away with a simple, repeatable framework you can use in real client conversations the very next day.
11:50 PM – 12:15 PM: Break
Session 4: 12:15 PM - 1:05 PM: Markets: Buckle Up and Beyond
Steve Orr, JD, CFA, CMT, CIO, Private Bank and President, Texas Capital Funds Trust
Today’s market environment demands more than a single forecast - it requires helping clients understand the full range of possible economic paths ahead. In this session, Steve breaks down recent market and economic activity, then takes a forward‑looking dive into the forces most likely to shape what comes next. Advisors will gain practical ways to frame uncertainty, set expectations, and build more resilient plans by guiding clients through multiple potential outcomes rather than relying on one prediction. It’s a timely, insight‑driven look at how to help clients stay grounded, prepared, and confident no matter where the markets head.
1:05 PM – 1:15 PM: Break
Session 5: 1:15 PM - 2:05 PM: Working Past 65: Understanding Medicare Timing and Avoiding Costly Mistakes
Jamon White, Four Oaks Medicare Planning
More Americans are working past 65 — and the Medicare landscape is only getting more complex. Advisors are uniquely positioned to spot costly pitfalls early, from penalties and coverage gaps to missteps that can derail retirement plans. This session breaks down how Medicare enrollment interacts with employer health plans, demystifies Parts A, B, and D, and exposes the timing traps that can create lifelong financial consequences. You’ll walk away with the clarity and confidence to guide clients through high‑stakes Medicare decisions that directly influence their retirement readiness and long‑term financial well‑being.
2:05 - 2:15 pm: Break Session 6: 2:15 - 3:05 PM: Living Trusts: After Death, What Happens Next?
Zach Wiewel, JD, Texas Trust Law
Many clients assume that a Revocable Living Trust means “nothing needs to happen” after they pass away — but advisors know the real work is just beginning. This session demystifies what actually occurs after death when a living trust is in place, outlining the legal, administrative, and financial steps families must navigate. We will break down the post‑death trust administration process, correct common misconceptions, and clarify where advisors play a critical role in preparing clients. It’s an essential look at what happens next when probate is avoided but meaningful work remains.
3:05 PM - Closing
Questions? Contact Sarah Frankenfeld at admin@austinfpa.org