Schedule of Events

October 25 Austin Planners Conference Attendee Registration

  • Thursday Oct 25, 2018
  • Start Time: 8:00AM
  • End Time: 5:00PM
  • Top Golf

FPA Austin Planners Conference Meeting


Building With You


Thursday, October 25, 2018
8:00 am – 5:00 pm
Top Golf
2700 Esperanza Crossing  Austin 78758


Speakers and Topics


Agenda and final list of Speakers will be available soon!
Financial Planning- It’s Not Just for Boomers anymore

Alan Moore, Co-Founder Director, XY Planning Network

The Best Marketing Tactic You’re Not Trying Yet: Sharing Your Authentic Self

Kali Roberge, Owner/Marketing Expert, Creative Advisor Marketing

Late-Stage College Planning Strategies You Don’t Know About but Should
Chris Wills, President, College Inside Track

Bridging the Relational Gap: How to Serve Married Clients with Relationship  Challenges
Dr. Travis Parry, Owner/Speaker/Author/Trainer, Family Financial Institute

Steven Malin, Senior Investment Strategist Global Economics & Strategy, Allianz Global Investors

CFP Ethics

& More

Don’t miss this opportunity to hear from our industry’s leading experts!

Registration – rate includes 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 18 or when sold out




Bridgeway Capital Management
EGPS, Inc.

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