Schedule of Events

October 19-20 Austin Planners Conference Registration



  • Thursday Oct 19, 2017
  • Start Time: 8:00AM
  • End Time: 12:00PM
  • Top Golf

FPA Austin Planners Conference Meeting

 

You. Me. Us. –  Improving the financial lives of our clients, our organization, and ourselves

 

Thursday, October 19, 2017, 8:00 am – 4:00 pm

 

AND

 

Friday, October 20, 2017, 8:00 am – 1:00 noon

Top Golf

2700 Esperanza Crossing  Austin 78758

 

Conference Flyer  |  Conference Agenda  |  Presenter Highlights   

Thursday:

CFA Society Austin and FPA Austin Presents Andy Fastow, Former CEO of Enron

Marguerita Cheng and Sameer Somal, Blue Ocean Global Wealth
Scott Abels, Precision CFO Solutions
Panel-Collaborative/Integrated Planning Strategies
Venk Reddy, Zeo Capital
Don Moenning, Sowell Management Services
Shannon Pike, FPA

 

Friday:
Thomas Murphy, Murphy & Sylvest
Eric Magyar, Janus Henderson Investors
Nicole Benz, Jefferson National Financial
Andy Fastow, Former CEO of Enron
Sheryl Brown, Bionic Social
Panel-Financial Planning Business Models


Registration – rate includes both days AND CFP Ethics:

FPA Members and Affiliated Groups – $175
Group Price (4 or more from one Company) – $135. Have to enroll together.
Non-Member – $200
Student enrolled in CFP Program – $75

Registration Deadline: Thursday, October 12 or when sold out

*Attendees can receive up to 8 CFP CE (pending approval) 2 CFP Ethics, 1 CIMA and CPA CE 

 SPONSORS


TITLE SPONSOR
Sowell Management Services

HAPPY HOUR SPONSOR
John Hancock Investments

THURSDAY LUNCH PANEL SPONSOR  
Westcore Funds

FRIDAY PANEL SPONSOR
Waypoint Residential

PRESENTATION SPONSORS
Janus Henderson Investors
Jefferson National Financial


VENDOR BOOTHS
Bridgeway Capital Management
EGPS, Inc.

Ivy Investments
Jefferson National Financial
Jensen Investment Management
Lawhorn & Moore Insurance
Open Mortgage
Red Oak Compliance
Vanguard
Waypoint Residential


The Financial Planning Association of Austin supports over 200 members in Central Texas. Our mission is to foster and support the financial planning process and its ethical practice through professional growth, networking, education and mentoring.