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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