FPA Austin Speaker Presentations

The following files have been provided by our speakers for use and reference by FPA Austin membership. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented. You can access a presentation by clicking on the Presentation Topic below or emailing the contact at the address indicated. 

February 24, 2021
The Capital Markets: A View from 40,000 feet
Robert Phipps, Director, Per Stirling
If you have any questions about the presentation, please contact Robert Phipps at rphipps@perstirling.com

February 9, 2021
Navigating Medicare 101
Michelle Feibus, Independent Sales Agent. United Healthcare (Medicare only)
If you have any questions about the presentation, please contact Michelle Feibus at yourmedicareoptions@gmail.com or 512-585-1122

January 27, 2021
Just Ask: How to Engage Your Clients' in an LTC Planning Conversation
Chad Eyrich, CLTC, LTCP - VP, Long-Term Care & Linked Benefit Sales, Ash Brokerage
If you have any questions about the presentation, please contact Chad Nulty at Chad.Nulty@thepalladiumgrp.com

January 12, 2021
The 10 Marketing Tools You Never Knew You've Always Needed
Sheryl Hickerson, CEO, Females and Finance
CLICK HERE for a copy of the Tools Checklist
If you have any questions about the presentation, please contact Sheryl Hickerson at SHERYL@femalesandfinance.com or 636-233-4200

December 9, 2020
Compliance for RIAs in 2020 and Beyond
Cathy Vasilev, COO/Sr Vice President, Red Oak Compliance
If you have any questions about the presentation or would like a copy, please contact Cathy Valisev at cvasilev@redoakcompliance.com.

December 1, 2020
Feedback Marketing: A Comfortable Approach to Earning Referrals
Dan Allison, Partner & Chief Growth Officer, Model FA

November 18, 2020
Leader-2-Leader: How to Grow Human Capital Faster by Leading Internally
Angie Herbers, Chief Executive, Herbers & Company
If you would like a copy of the presentation, email Angie Herbers at service@herbersco.com.

November 5, 2020
Texas Real Estate Alternative Investments
If you have any questions about the presentation, please contact Jeremy Jungbauer

October 13, 2020
Cash Flow in Retirement: Can a Retirement Income Plan Lead to a Happier Retirement?
Steven Sweeney Director, CFP, CLU, ChFC, RICP, Advanced Planning, Prudential Financial
If you have any questions about the presentation, please contact Mark Barausky or Jordan Marino

September 30, 2020
Repurposing Existing Annuities – CLICK HERE for a recording of the Webinar
Nicole Benz, Consultant, DPL Financial Partners
If you have any questions about the presentation, please email Nicole Benz