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. 

2022 Presentations

November 8, 2022
Webinar Topic: Advanced Planning - Real Estate Tax Strategies
Speaker: Matthew Hannan, Senior Vice President, Cantor Fitzgerald Capital

If you have any questions about the presentation, please contact Matthew at Matthew.Hannan@cantor.com

October 18 2022
Webinar Topic: Global Real Estate Market Themes
Speaker: Mark Doremus, Regional Director, Hines

If you have any questions about the presentation, please contact Mark at Mark.Doremus@hines.com

September 21, 2022
Webinar Topic: Property and Casualty Insurance: Common Mistakes and Hidden Exposures - CLICK HERE for a copy of the presentation
Speaker:
Kelly Conway, CIC, CRM Agency Owner, The Conway Insurance Agency

September 13, 2022
Topic: What Your Clients Actually Think - CLICK HERE for a copy of the presentation
Speaker: Dan Kullman, Director of Education and Training at Toews Asset Management and The Behavior Investing Institute

September 7 and 8, 2022
Webinar Topic and Partner Lunch Speaker: Model Behavior – Hidden Risks Undermining Portfolio Performance
Speaker: Jeremy Deering, Director of Portfolio Construction and Analytics, American Century

If you have any questions about the presentation, please contact Mario Davila at mario_davila@americancentury.com

August 23, 2022
Webinar Topic: Long Term Care Planning - More Than Just Looking at Insurance
SpeakerPhilip Seibel, President, Advanced Benefit Solutions
If you have any questions about the presentation, please contact Phil Seibel at phil@abenefitsolutions.com

August 17, 2022
Webinar Topic: The Capital Markets & the Macroeconomic Environment: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling

If you have any questions about the presentation, please contact Robert Phipps at rphipps@perstirling.com

August 9, 2022
Topic:  Building Global Portfolios
SpeakerKaitlin Hendrix, DFA
If you have any questions about the presentation, please contact 

July 27, 2022
Webinar Topic: Mortgage Mindset Change for Retirees: Financial Planning and Home Equity for a Safer Retirement after 62
Speaker: Harlan J. Accola, National Reverse Mortgage Director, CRMP, CSA, FAIRWAY Independent Mortgage Corporation
If you have any questions about the presentation, please contact Brian McRae at brian.mcrae@fairwaymc.com or Matt Guley at matt.guley@fairwaymc.com

Partner Virtual CE Day
Session 1: 8:55 - 9:50 am: 
The New SEC Marketing Rule, Cathy Vasilev, Red Oak Compliance, cvasilev@redoakcompliance.com
Session 2: 10:00 - 10:55 am: The Goldilocks Syndrome: Choosing The Just Right Coverage for Investment Property, Hanna Ogle, CIC, CRM, CPRM, Vice President, Personal Lines, Watkins Insurance Group, hogle@watkinsinsurancegroup.com
11:00 am - 1:05 pm: CFP Ethics with Bonnie Kirchner CFP®, MST, Sea Change Financial Education, 
Session 3: 1:15 - 2:10: Navigating Medicare 101 , Michelle Feibus, United Healthcare/Michelle Feibus Independent Sales Agent, yourmedicaroptions@gmail.com
Session 4: 2:20 - 3:15: Solutions to Address Capital Gains Tax Liability, Matthew Hannan, Senior Vice President, Cantor Fitzgerald Capital, matthew.hannan@cantor.com
Session 5: 3:25 - 4:20 pm: Where Does It Go When I Die?, Ann Lumley, Texas Trust Law, formerly The Wiewel Law Firm, ann@texastrustlaw.com

May 24, 2022
Webinar Topic: Three Insurance Trends for Financial Advisors
Speaker: Jeff Hess, The Palladium Group
If you have any questions about the presentation, please contact Jeff Hess at jeff.hess@thepalladiumgrp.com

May 18, 2022
Webinar Topic: The Capital Markets & the Macroeconomic Environment: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling

If you have any questions about the presentation, please contact Robert Phipps at rphipps@perstirling.com

May 10, 2022
Topic:  Behavior Economics: Combating consumer decision-making flaws - CLICK HERE for a copy of the presentation
Speaker: Tim Griesdorn, Associate Professor of Finance, The University of Incarnate Word
If you have any questions about the presentation, please contact Tim Griesdorn at griesdor@uiwtx.edu

April 19, 2022

Webinar TopicWhat’s So Special About Special Needs Trusts? CLICK HERE for a copy of the slides
SpeakerMelissa Donovan, Certified Elder Law Attorney Certified by the National Elder Law Foundation as accredited by the Texas Board of Legal Specialization Texas Trust Law (formerly The Wiewel Law Firm)
If you have any questions about the presentation, please contact Melissa at melissa@texastrustlaw.com or 512-480-8828

April 5, 2022
Webinar TopicUsing Real Estate to Hedge Against Inflation
SpeakerVincent Balagia, CEO/CIO Stallion Capital Management
If you have any questions about the presentation, please contact Jeremy Jungbauer at jeremy@stallioncap.com

March 29, 2022
Webinar Topic: Tax-Advantaged Ways to Help Your Clients Save for Education and Disability-Related Expenses with the State of Texas - CLICK HERE for a copy of the Presentation
Speakers: Linda Anderson and Rob Percival
If you have any questions about the presentation, please contact Linda Fernandez at Linda.Fernandez@cpa.Texas.gov or Rob Percival at Rob Percival@Orion.com

February 16, 2022
Webinar Topic: The Capital Markets & the Macroeconomic Environment: A View from 40,000 feet
Speaker: Robert Phipps, Per Stirling

If you have any questions about the presentation, please contact Robert Phipps at rphipps@perstirling.com

February 8, 2022
Topic:  Economic Outlook Post Covid-19
Speaker: Mark Wynne, Federal Reserve Bank of Dallas
If you have any questions about the presentation or would like a copy, please email Sarah Frankenfeld at admin@austinfpa.org

January 25, 2022
Topic: Austin Real Estate Market & Forecast
Speakers: Chloe Chiang Realtor, Partner Twelve Rivers Realty
If you have any questions about the presentation or would like a copy, please contact Chloe Chiang at chloe@chloesellsaustin.com

2021 Presentations

October 1, 2021
Webinar Topic: Property and Casualty Insurance: An Integral Part of the Financial Planning Process Often Overlooked
Speakers:  Kelly Conway, Fleming & Conway Allstate Agency
If you have any questions about the presentation or would like a copy of the recording of the presentation, please contact Kelly Conway at CONWAYFLEMING@allstate.com or 512-345-0005

October 1, 2021
Topic: Leveraging a Virtual Paraplanner Within a Firm 
Speakers: Jen Pritchard, CFP®: COO, Simply Paraplanner
If you have any questions about the presentation or would like a copy of the recording of the presentation, please contact Jen Pritchard at jen@simplyparaplanner.com

September 21, 2021
Webinar Topic: Stability in a Volatile Market - CLICK HERE for a copy of the presentation
Speaker: 
 Vincent Balagia, Stallion Capital Management
If you have any questions about the presentation or would like a copy of the recording of the presentation, please contact Jeremy Jungbauer at jeremy@stallioncap.com

August 18, 2021
Webinar: 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

August 10, 2021
Expect A Bumpy but Continuing Recovery
Bryce Gill, Economist, First Trust Portfolios 

If you have any questions about the presentation, please contact Scott Dawson at SDawson@ftadvisors.com

July 27, 2021
Webinar: SEC Advertising and Solicitation Rules
Cathy Vasilev, Red Oak Compliance Solutions

If you have any questions about the presentation, please contact Cathy Vasilev at cvasilev@redoakcompliance.com

July 13, 2021
Webinar: Seeking Opportunity in Global Real Estate: A Look at Trends Shaping the Investment Landscape Today
Mark Doremus, Hines

If you have any questions or would like a copy of the presentation, please contact Mark Doremus at Mark.Doremus@hines.com or Laura Walker at Laura.Walker@hines.com

June 22, 2021
Webinar: Activating International Equities - Please check back for a copy of the Presentation
Sonya Morris, Managing Director, Harbor Capital Advisors

If you have any questions about the presentation, please contact Stephen Evangelista at Stephen.Evangelista@harborfunds.com

June 8, 2021
Supporting Your Client Through a Divorce  CLICK HERE for a copy of the Presentation
Carlos Salinas, Family Lawyer, Thompson Salinas Londergan LLP

May 25, 2021
Webinar: 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

May 20, 2021
Webinar: Client Experience Panel
Kevin London, Executive Director, Program Management, Frog Design, 
kevin.london@frogdesign.com
Holly Wissmann, Director of Philanthropy, Breakthrough Central Texas, holly@breakthroughctx.org
Paulina and Julian Hernandez, Owners, La Ola Pop Shop, holly@breakthroughctx.org
If you have any questions about the presentation, please feel free to contact the speakers at the above email addresses

May 12, 2021
Webinar: FAFSA Changes that WILL Impact Your Clients!  CLICK HERE for a copy of the Presentation
Cozy Wittman, College Inside Track

If you have any questions about the presentation, please contact Cozy Wittman at cwittman@collegeinsidetrack.com or 612-850-5729. 
If you are interested in an hour’s worth of free customized advice, complete this form - https://forms.gle/Ydaubp1HWtvhu6sU7.  

April 27, 2021
Webinar: Post-Factor Investing 
Eduardo Repetto, Ph.D., 
Chief Investment Officer, Avantis Investors  
If you have any questions about the presentation, please contact Adam Sheve at adam_scheve@avantisinvestors.com or 512-203-5484.

April 13, 2021
Webinar: Where is Risk Now? - CLICK HERE for a copy of the Presentation
Dee Smith, CEO, Strategic Insight Group  

If you have any questions about the presentation, please contact Susan Guthrie at sguthrie@sigintelligence.com or by phone at 210-885-8992.

March 23, 2021
Webinar: Fixed Income Outlook: Post-COVID 19 Opportunities and Risks to Watch For - CLICK HERE for a copy of the Presentation
Joyce Huang, CFA, Senior Client Portfolio Manager,
 American Century Investments
If you have any questions about the presentation, please contact Mario Davila, Regional Wealth Management Consultant, American Century Investments, at Mario_Davila@americancentury.com

March 9, 2021
Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy Ehrenberg, Founder & CEO, PmD

Handout: Protect Your Client's Digital Assets; Presentation: Ten Ways to Protect Your Client's Digital Assets
If you have any questions about the presentation, please contact Betsy at betsy@legacy-concierge.com

February 24, 2021
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: 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
Webinar: Feedback Marketing: A Comfortable Approach to Earning Referrals - CLICK HERE for a copy of the Presentation
Dan Allison, Partner & Chief Growth Officer, Model FA

November 18, 2020
Webinar: 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
Webinar: Texas Real Estate Alternative Investments
If you have any questions about the presentation, please contact Jeremy Jungbauer

October 13, 2020
Webinar: 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
Webinar: 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