We hope you will join us at our upcoming events!  We look forward to meeting again in person but, in the meantime, we are offering some great webinars over the next months that we hope you can attend.

Webinars are FREE for FPA Members and Partners and $10 for Guests/Non-Members.

Tuesday, January 12, 2021 
Webinar Topic: The 10 Marketing Tools You Never Knew You've Always Needed
Speaker: Sheryl Hickerson, CEO, Females and Finance

12:00 – 1:00 pm
Meeting information and registration
This session does not qualify for CFP CE
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Wednesday, January 27, 2021 
Webinar Topic: Just Ask: How to Engage Your Clients' in an LTC Planning Conversation
Speaker: Chad Eyrich, CLTC, LTCP - VP, Long-Term Care & Linked Benefit Sales, Ash Brokerage

12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Wednesday, February 3, 2021 
Collaborative Women in Investment Management Series facilitated by CFA Societies along with FPA Chapters
Break  Free from Imposter Syndrome: Embrace Your Competent, Capable Self 

Speaker: Michelle Galloway, of Counsel, Cooley
3:00 pm - 4:30 pm
Meeting information and registration  (Please note that you will need to create a CFA account to attend a WIM event. There is no cost to join.)
This session does not qualify for CFP CE
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Tuesday, February 9, 2021 
Webinar Topic: Navigating Medicare 101
Speaker: 
Michelle Feibus, Independent Sales Agent. United Healthcare (Medicare only)
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Wednesday, February 24, 2021 
Webinar Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling

12:00 – 1:15 pm
Meeting information and registration
1 CFP CE approved
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Tuesday, March 9, 2021 
Webinar Topic: Ten Ways to Protect Your Clients Digital Assets
Speaker: Betsy Ehrenberg, Founder & CEO, PmD
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Tuesday, March 23, 2021 
Webinar Topic: Fixed Income Outlook: Post-COVID 19 Opportunities and Risks to Watch For
Speaker: Joyce Huang, CFA, Senior Client Portfolio Manager,
 American Century Investments
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Thursday, April 8, 2021 
FPA Nationals Women & Finance Knowledge Circle Event
Webinar Topic: Employer Returnships and Return to Work Programs for Mid-career Professionals Returning to Work
Speaker: 
Carol Fishman Cohen

1:00 pm CDT
Meeting information and registration  
This session does not qualify for CFP CE
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Tuesday, April 13, 2021 
Webinar Topic: Where is Risk Now?
Speaker: Dee Smith, CEO, Strategic Insight Group 
 
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Friday, April 23, 2021 
NexGen Webinar Small Conversation Circle
Hosted by FPA President Margaret Casey and FPA NexGen Director David Hampton  
12:00 – 1:00 pm
Meeting information and registration - Limited to 15 participants so sign up soon!
This session does not qualify for CFP CE
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Tuesday, April 27, 2021 
Webinar Topic: Post-Factor Investing
Speaker:  Eduardo Repetto, Ph.D., Chief Investment Officer, Avantis Investors
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Thursday, May 6, 2021 
Collaborative Women in Investment Management Series facilitated by CFA Societies along with FPA Chapters

Webinar Topic: The Myth of Fearlessness
Speaker:  Mary Poffenroth, STEM Faculty at San Jose University
Meeting information and registration
This session does not qualify for CFP CE
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Wednesday, May 12, 2021 
Webinar Topic: FAFSA Changes that WILL Impact Your Clients!
Speaker:  Cozy Wittman, College Inside Track
12:00 – 1:00 pm
Meeting information and registration 
1 CFP CE approved
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Thursday, May 13, 2021 
FPA Nationals Women & Finance Knowledge Circle Event
Webinar Topic: Houstin Wealth - Another Source of Cash in Retirement
Speaker: 
Marjorie Fox, Founder and CEO, FJY Financial, LLC

1:00 pm CDT
Meeting information and registration  
This session does not qualify for CFP CE
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Thursday, May 20, 2021 
Webinar Topic: Client Experience Panel
Speakers: Kevin London, Executive Director, Program Management, Frog Design; Holly Wissman, Director of Philanthropy, Breakthrough Central Texas; Paulina and Julian Hernandez, Owners, La Ola Pop Shop
12:00 – 1:00 pm
Meeting information and registration
This session does not qualify for CFP CE
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Tuesday, May 25, 2021 
Webinar Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling

12:00 – 1:15 pm
Meeting information and registration
1 CFP CE approved
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Monday, June 7 - Friday, July 30, 2021
FPA Externship
--a virtual eight-week summer program designed to show students and career-changers what it's really like to be a financial planner. 
CLICK HERE to learn more about this very worthwhile program!

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Tuesday, June 8, 2021 - IN PERSON AT AUSTIN COUNTRY CLUB
Topic: Supporting Your Client Through a Divorce
Speaker: Carlos Salinas, Family Lawyer, Thompson Salinas Londergan LLP

12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Thursday, June 10, 2021 
FPA Nationals Women & Finance Knowledge Circle Event
Webinar Topic: Planning Considerations for Unmarried Couples
Speakers: 
Michelle Petrowski and Janice Cackowski

1:00 pm CDT
Meeting information and registration  
This session does not qualify for CFP CE
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Tuesday, June 22, 2021 
Webinar Topic: Activating International Equities
Speaker: 
 Sonya Morris, Managing Director, Harbor Capital Advisors
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Friday, June 25, 2021 - This webinar is a collaboration of FPA chapters across the South and Southeast
Webinar Topic: Retirement Portfolio Planning in Unprecedented Times
Speakers:  Christine Benz, Director of Personal Finance, Morningstar and Author of 30-Minute Money Solutions and Patrick Mahoney, Chief Executive Officer, The Financial Planning Association
11:00 am – 12:30 pm (Eastern Time) 
Meeting information and registration
1 CFP CE approved
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Thursday, July 8, 2021 
FPA Nationals Women & Finance Knowledge Circle Event
Webinar Topic: Post-Pandemic Housing Choices: Can an Old Idea Solve Modern Problems?
Speaker: 
Michelle Fait and Mariah Sacoman

1:00 pm CDT
Meeting information and registration  
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Tuesday, July 13, 2021 
Webinar Topic: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today
Speaker:  Mark Doremus, Regional Director, Hines

12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Thursday, July 22, 2021 ~ 6:00 pm
Conversation Circle
Topic: Innovative Ways to Manage Client Assets being Fee Only
Location: District Kitchen, 7858 Shoal Creek Blvd, Austin, TX 78757

Partner Hosts:  Jeremy Jungbauer, Stallion Capital Management, and Phil Seibel, Collaborative Planning Group
Meeting information and registration
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Tuesday, July 27, 2021 
Webinar Topic: SEC Advertising and Solicitation Rules
Speaker: 
 Cathy Vasilev, Red Oak Compliance Solutions
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Thursday, July 29, 2021 
Networking event with TXCPA LEAP
Hold Out Brewing, 1208 West 4th Street 
5:00 – 7:00 pm
Information and registration
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Tuesday, August 10, 2021 - IN PERSON AT AUSTIN COUNTRY CLUB
Topic: Expect A Bumpy but Continuing Recovery
Speaker: Bryce Gill, Economist, First Trust Portfolios

11:30 am – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Wednesday, August 18, 2021 
Webinar Topic: The Capital Markets: A View from 40,000 Feet
Speaker: Robert Phipps, Per Stirling

12:00 – 1:15 pm
Meeting information and registration
1 CFP CE approved
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Thursday, August 19, 2021 ~ 8:30 am
Conversation Circle
Topic: 7 ways to grow your practice and a few random thoughts
Location: Rudy’s on 620, 7709 RR 620, ATX 78726

Partner Host:  Bill Parrott, Parrott Wealth Management
Meeting information and registration
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Thursday, August 26, 2021 
Member event sponsored by FPA Partner, First Trust Portfolios
Jack Allen's Kitchen, 3600 N Capital of Texas Hwy
4:00 – 6:30 pm
Information and registration
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Thursday, September 2, 2021 ~ 11:45 am - 1:00 pm
Conversation Circle
Topic: Private Placement Insurance (PPLI)
Location: The Grove, 6317 Bee Cave Road, Austin, TX 78746

Partner Hosts:  Chad Nulty, The Palladium Group and Margaret Casey, Durbin Bennett Private Wealth Management
Meeting information and registration
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Tuesday, September 21, 2021 
Webinar Topic: Stability in a Volatile Market
Speaker: 
 Vincent Balagia, Stallion Capital Management
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Friday, October 1, 2021 - Austin Country Club
FPA Austin Career Day
8:30 am - 3:30 pm

Information and registration for Employers, Sponsors and Candidates

FPA Austin Lunch Meeting
11:30 – 1:00 pm (Come early to meet our Career Day Sponsors)
Topic: Leveraging a Virtual Paraplanner Within a Firm 

Speakers: Jen Pritchard, CFP®: COO, Simply Paraplanner
Meeting information and registration
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Tuesday, October 19, 2021 
Webinar Topic: Property and Casualty Insurance: An Integral Part of the Financial Planning Process Often Overlooked
Speakers:  Kelly Conway & Melisa Fleming, Fleming & Conway Allstate Agency
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Tuesday, October 26, 2021
Webinar Topic: Planning Strategies for a Changing Tax Environment
Speaker: 
 Chad Nulty, The Palladium Group
12:00 – 1:00 pm
Meeting information and registration
1 CFP CE approved
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Monday, November 1, 2021 - Austin Country Club
Virtual: The Updated CFP Board of Standards New Ethics Course
Speaker: Melissa Kemp, CFP, AEP, CNAP, Executive Director, FPA of Greater Phoenix

3:00 - 5:00 pm
Meeting information and registration
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Tuesday, November 9, 2021
Topic: Pending Tax Law Changes and Potential Planning Strategies

Speaker: A Panel Discussion Hosted by Collaborative Planning Group
Meeting information and registration
1 CFP CE pending approval
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Thursday, November 11, 2021 
FPA Nationals Women & Finance Knowledge Circle

Webinar Topic: What I Wish I Had Known When Starting My Own Firm as a Female Solo Practitioner
Speaker: Bridget Grimes, CFP®, Co-Founder of Equita Network
1:00 – 2:00 pm CT
Meeting information and registration
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Wednesday, November 17, 2021 
Webinar Topic: The Capital Markets: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling

12:00 – 1:15 pm
Meeting information and registration
1 CFP CE approved
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