- Tuesday Jan 8, 2019
- Start Time: 11:30AM
- End Time: 1:00PM
- Austin Country Club
January Lunch Meeting
Tuesday, January 8, 2019
11:30 – 1:00 pm
Austin Country Club
Please see new 2019 Registration Fees for FPA Members below
Topic: The Future of Financial Planning
Speakers: Nathaniel Harness, CFP®, TD Ameritrade Director of Financial Planning at Texas A&M University (Nathan Harness Bio)
Jim Whiddon, CFP®, founder JWA Financial Group, Radio Show Host, Author (Jim Whiddon Bio)
Holistic financial planning is a relatively young field compared to several of the component disciplines such as tax planning, investment planning, and insurance planning, to name a few. However, the amalgamation of this evolving profession has produced one of the fastest growing career fields in the United States today. This presentation will address the latest academic research and technology being integrated into the production of the next generation of financial planners along with the tools and techniques needed to build deeper relationships with current clients in order to enrich their lives – and also to meet the threats of commoditization faced by today’s advisor. Demand for collaborative planning will continue to drive deeper client relationships, and the ability to apply a customized solution for individual circumstances will be the anchor that joins clients to a lifelong financial plan they feel connected to.
CE: 1 hour approved
Registration Fees: NEW FOR 2019
- Free – Austin FPA CFP Professionals and Allied Members and 2019 Partners, but you must make a reservation for the lunch meeting.
- $60 – Non-Members
- $40 – FPA Members who are CFP Candidates, Faculty, CFP Certificant Students, Transfers from other chapters
- $20 – FPA Members who are Member Emeritus (Retired) or Full-time Students
- FPA is committed to pay for every reservation made. If you cannot keep your commitment, please call 512-261-4159 or email email@example.com to cancel by Thursday, January 3rd. No-shows will be billed $50. If you do not receive an email confirmation when you register please contact Sarah at firstname.lastname@example.org or 512-261-4159. Thank you.