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January 2024
Tuesday, January 23, 2024: Lunch Meeting, 11:30 am - 1:00 pm at Austin Country Club (the January 16th Lunch Meeting was moved to January 23rd due to inclement weather)
Thursday, January 25, 2024: NexGen Trivia Night, 5:30 pm - 7:30 pm, Bouldin Acres, 2027 South Lamar
Tuesday, January 30, 2024: Women's Initiative Power Lunch, 12:00 - 1:00 pm, Jack Allen's, 3600 N Capital of Texas HWY
February 2024
Tuesday, February 13, 2024: Lunch Meeting, 11:30 am - 1:00 pm at Norris Conference Center
Tuesday, February 20, 2024: Diamond Partner Per Stirling Capital Management Roundtable and Lunch, 11:30 am-1:15 pm, 4800 Bee Caves Road
February 26 - March 1, 2024: Virtual Career Fair
Thursday, February 29, 2024: Women's Initiative Mastermind Group, 3:00 - 4:30 pm, Per Stirling Conference Room, 4800 Bee Caves Road
March 2024
Thursday, March 7, 2024: NexGen Advisor Accelerator, 5:00 - 7:00 pm, Watkins Insurance Group, 3834 Spicewood Springs Road, Suite 100
Thursday, March 21, 2024: Women's Initiative Happy Hour, 4:00 - 7:00 pm, Hold Out Brewing, 1208 West 4th Street
Tuesday, March 26, 2024: Partner Virtual CE Day, 8:00 am - 2:00 pm. Speaker's contact information.
April 2024
Friday, April 5, 2024: NexGen Event, 12:00 - 1:30 pm, UT Austin, McCombs School of Business
Tuesday, April 9, 2024: Member Breakfast Meeting, 8:00 am, at PIMCO; limited attendance
Thursday, April 18, 2024: Women's Initiative Power Lunch, 12:00 - 1:00 pm, Jack Allen's, 3600 N Capital of Texas HWY; limited attendance
Tuesday, April 23, 2024: Platinum Partner Avantis Webinar, 12:00 - 1:00 pm
May 2024
Tuesday, May 7, 2024: Platinum Partner Texas Capital Bank Webinar, 12:00 - 1:00 pm
Saturday, May 11, 2024: NexGen Austin FC Watch Party, 7:00 pm, Jack & Ginger's, 1500B Rock Rose Ave
Tuesday, May 14, 2024: Lunch Meeting, 11:30 am – 1:00 pm at Norris Conference Center
Tuesday, May 21, 2024: Diamond Partner Per Stirling Capital Management Roundtable and Lunch, 11:30 am-1:15 pm, 4800 Bee Caves Road
Tuesday, May 21, 2024: Women's Initiative Mastermind, 4:00 - 5:30 pm
June 2024
Thursday, June 13, 2024: NexGen Advisor Accelerator, 5:30 - 7:30 pm, Texas Trust Law, 1601 Rio Grande, Ste. 550, Austin, TX 78701
Tuesday, June 25, 2024: Partner Webinar CE Day
July 2024
Tuesday, July 23, 2024: CFP Virtual Ethics, 11:00 am - 1:00 pm
August 2024
August: TBD, Lunch Meeting 11:30 am – 1:00 pm at Dimensional
Wednesday, August 21, 2024: Diamond Partner Per Stirling Capital Management Roundtable and Lunch, 11:30 am-1:15 pm, 4800 Bee Caves Road
September 2024
Tuesday, September 10, 2024: Lunch Meeting, 11:30 am – 1:00 pm at Norris Conference Center
Tuesday, September 24, 2024: Platinum Partner Texas Trust Law Webinar, 12:00 - 1:00 pm
October 2024
Tuesday, October 8, 2024: Lunch Meeting, 11;30 am – 1:00 pm at Austin Country Club
November 2024
Tuesday, November 19, 2024: Diamond Partner Per Stirling Capital Management Roundtable and Lunch, 11:30 am-1:15 pm, 4800 Bee Caves Road
November: Partner and Board Celebration