2018 Chapter Events



The Financial Planning Association of Austin is the premier community of financial planners in the central Texas area and serves as the leading financial planning resource for the public and media.

Our mission is to foster and support the value of the financial planning process and its ethical practice through professional growth, networking, education and mentoring. Each year FPA of Austin holds several lunch educational meetings, an Annual Planners Conference, offers CFP Ethics, and hosts a Career Day.

With over 200 members, FPA of Austin serves the financial planning professionals for the central Texas area.

Tuesday, January 9, 2018
Monthly Meeting
11:30 am – 1:15 pm
Austin Country Club
Details ~ Register

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Thursday, January 18, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Friday, February 16, 2018 – For individuals attending the monthly meeting only 
Monthly Meeting
11:30 am – 1:15 pm
Austin Country Club
Details ~ Register

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Friday, February 16, 2018 – For individuals attending Career Day
Career Day
8:00 am – 3:00 pm
Austin Country Club
Details ~ Register

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Friday, February 16, 2018 – For Sponsors and Interviewers attending Career Day
Career Day
8:00 am – 3:00 pm
Austin Country Club
Details ~ Register

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Thursday, February 22, 2018
Board of Directors Meeting
4:00 – 5:00 pm
Conference Call

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Tuesday, March 20, 2018
Monthly Meeting
11:30 – 1:15 pm
Norris Conference Center, 2525 West Anderson Lane (please note change of location)
Details ~ Register

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Monday, March 26, 2018
NexGen Roundtable Discussion
Prospecting in a digital world. Where are you finding your new clients, how has your prospecting changed over time, and how will you find them in the future?
6:00 – 7:00 pm
Location tbd
Details ~ Register

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Tuesday, April 10, 2018
Monthly Meeting
11:30 – 1:15 pm
Austin Country Club
Details ~ Register

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Wednesday, April 18, 2018
NexGen Event with Austin CPA LEAP (Leaders Emerging in the Accounting Profession)
Happy Hour to celebrate the end of tax season
Time and Location tbd
Details ~ Register

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Thursday, April 19, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Tuesday, May 8, 2018
Monthly Meeting
11:30 – 1:15 pm
Norris Conference Center, 2525 West Anderson Lane (please note change of location)
Details ~ Register

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Thursday, May 17, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Tuesday, May 22, 2018
NexGen Roundtable Discussion
Billing structures in 2018. How do your clients pay you and how do you decide how much to charge them?
6:00 – 7:00 pm
Location tbd
Details ~ Register

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June
There is not a  monthly meeting in June
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Tuesday, July 10, 2018
Monthly Meeting
11:30 – 1:15 pm
Austin Country Club
Details ~ Register

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Thursday, July 19, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Tuesday, August 14, 2018
Monthly Meeting
11:30 – 1:15 pm
Austin Country Club
Details ~ Register

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Thursday, August 23, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Tuesday, September 11, 2018
Monthly Meeting
11:30 – 1:15 pm
Austin Country Club
Details ~ Register

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Thursday, September 20, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Thursday, October 18, 2018
Board of Directors Meeting
4:00 – 5:00 pm
6836 Bee Caves Rd, Second Floor Board Room

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Thursday, October 25, 2018
October Austin  Planners Conference
CFP® Ethics will be held at the Conference
Top Golf
Details ~ Register ~ Sponsor Information

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Tuesday, November 13, 2018
Monthly Meeting
11:30 – 1:15 pm
Austin Country Club
Details ~ Register

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Tuesday, November 13, 2018
President’s Dinner for Board of Directors 
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November Date TBD
Partner Appreciation Event for Partners and Board of Directors
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Thursday, November 29, 2018
Board of Directors Strategic Planning Meeting
2:00 – 6:00 pm
6836 Bee Caves Rd, Second Floor Board Room