2020 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.

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Tuesday, January 14, 2020
Monthly Meeting
11:30 am – 1:00 pm
Austin Country Club
Details ~ Register

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Friday, February 21, 2020 – For Candidates attending Career Day
Career Day
8:00 am – 3:00 pm
Austin Country Club
Details and to register

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Friday, February 21, 2020 – For Sponsors and Interviewers attending Career Day
Career Day
8:00 am – 3:00 pm
Austin Country Club
Details and to register

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Friday, February 21, 2020 
Monthly Meeting
11:30 am – 1:00 pm
Austin Country Club
Details ~ Register

Sponsored by

 

 

 

 

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Tuesday, March 10, 2020
Monthly Meeting
11:30 – 1:00 pm
Norris Conference Center
Details ~ Register

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Tuesday, April 14, 2020
Webinar – Planning for Care in an Aging Society
Phil Seibel, Collaborative Planning Group

12:00 – 1:00 pm
Details ~ Register

Thank you to Gold Partner, Collaborative Planning Group, for providing this webinar!

  

 

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Tuesday, May 12, 2020
Webinar
Dan Waldron, First Trust Portfolios

12:00 – 1:00 pm
Details ~ Register

Thank you to Platinum Partner, First Trust Portfolios, for providing this webinar!

 

 

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Tuesday, May 19, 2020
Webinar – Actionable Strategies for Maneuvering through Volatility
Ross Frankenfield, CFA and Strategy Director and Andrew Prewitt, Managing Director, Harbor Financial

4:00 – 5:00 pm
Details ~ 
Register   

Thank you to Gold Partner, Harbor Capital Advisors, for providing this webinar!

 

 

 

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Tuesday, May 27, 2020
Webinar – Advanced Buy-Sell Planning – please contact Chad Nulty for questions about the presentation
Matt Erpelding, Advanced Markets Team Lead, Ash Brokerage
12:00 – 1:00 pm 
Details ~ Register

Thank you to Gold Partner, The Palladium Group, for providing this webinar!

 

 

 

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Wednesday, June 3, 2020
Webinar – The State of Indexing
Kaitlin Simpson, CFA®, Dimensional Fund Advisors

11:30 – 1:00 pm
Details ~ Register
                                

Thank you to Gold Partner, Dimensional Fund Advisors, for providing this webinar!

 

 

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Wednesday, June 17, 2020
Webinar – The Capital Markets: A View from 40,000 feet
Bob Phipps, Director and lead manager for Per Stirling’s SMA Growth Portfolio
12:00 – 1:00 pm
Details ~ Register

Thank you to Platinum Partner, Per Stirling, for providing this webinar!

 

 

 

 

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Thursday, July 16, 2020
Webinar – An Introduction to Disability Income Insurance
Donny Beattie, CFP®, The Guardian Life Insurance Company of America
12:00 – 1:00 pm

Details ~ Register

 

 

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Tuesday, July 28, 2020
Webinar – The concept of risk management, and the role it plays in the financial planning process
Melissa Fleming & Kelly Conway, Fleming & Conway Agency

12:00 – 1:00 pm
Details Register

Thank you to Gold Partner, Fleming & Conway Agency, for providing this webinar!

 

 

 

 

 

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Thursday, August 13, 2020
Webinar – Women & Wealth
Ashley Ilardo, Regional Director, Dimensional Fund Advisors 

12:00 – 1:00 pm
Details ~ Register

Thank you to Gold Partner, Dimensional Fund Advisors, for providing this webinar!

 

 

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Wednesday, August 26, 2020
Webinar – The Capital Markets: A View from 40,000 Feet 
Bob Phipps, Director and lead manager for Per Stirling’s SMA Growth Portfolio, Per Stirling
12:00 – 1:00 pm
Details Register

Thank you to Platinum Partner, Per Stirling, for providing this webinar!

 

 

 

 

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Thursday, September 17, 2020
Webinar – ESG at PIMCO
Speaker: Olivia Albrecht, Head of ESG Product Strategy, PIMCO
12:00 – 1:00 pm
Details ~ Register

 

 

 

 

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Wednesday, September 30, 2020
Webinar – Repurposing Existing Annuities
Speaker: DPL Financial Partners
12:00 – 1:00 pm
Details ~ Register

 

 

 

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Monday, October 19, 2020
CFP Ethics Webinar
3:00-5:00 pm
Details Register

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Thursday, November 5, 2020
Webinar – Texas Real Estate Alternative Investments
Speakers: Vincent Balagia Owner/Chief Investment Officer, Jeremy Jungbauer Director of Investor Relations, Justin Vollmer Director of Operations
12:00 – 1:00 pm
Details Register

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Wednesday, November 18, 2020
Webinar – Leader-2-Leader: How to Grow Human Capital Faster by Leading Internally
Speaker: Angie Herbers, Chief Executive, Herbers & Company
12:00 – 1:00 pm
Details Register