Speaker Presentations

The following files have been provided by our speakers for use and reference by FPA Austin membership. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.

You can access a presentation by clicking on the Presentation Topic below or emailing the contact at the address indicated. Please check back as additional presentations will be added as they are received.

September 17, 2020
Olivia Albrecht, Head of ESG Product Strategy, PIMCO
If you have any questions about the presentation, please email Chris Quagliata

August 26, 2020
The Capital Markets: An Updated View from 40,000 feet – please email Bob Phipps or Sarah Frankenfeld for a copy of the presentation
Bob Phipps, Director and Lead Manager for Per Stirling’s SMA Growth Portfolio
Per Stirling Capital Outlook – August: CLICK HERE

August 13, 2020
Women & Wealth – Please contact Ashley Ilardo for questions about the presentation
Ashley Ilardo, Regional Director, Dimensional Fund Advisors

July 28, 2020
The Role Property and Casualty Plays in the Financial Planning Process – Please contact Kelly Conway or Melissa Fleming for questions about the presentation
Kelly Conway, CIC®, CRM®, and Melissa Fleming CFP®, Fleming & Conway Agency

July 16, 2020
An Introduction to Disability Income Insurance – Please contact Donny Beattie for questions about the presentation
Donny Beattie, CFP®, The Guardian Life Insurance Company of America

June 17, 2020
The Capital Markets: A View from 40,000 feet – please email Sarah Frankenfeld for a copy of the presentation
Bob Phipps, Director and lead manager for Per Stirling’s SMA Growth Portfolio

If you would like a recording of the Webinar or have any questions, please contact Bob Phipps

June 3, 2020
The State of Indexing – please contact Kevin Tiernan for questions about the presentation
Kaitlin Simpson, CFA®, Dimensional Fund Advisors

May 27, 2020
Advanced Buy-Sell Planning – please contact Chad Nulty for questions about the presentation
Matt Erpelding, Advanced Markets Team Lead, Ash Brokerage

May 19, 2020
Actionable Strategies for Maneuvering through Volatility – please contact Stephen Evangelista for questions about the presentation
Ross Frankenfield, CFA and Strategy Director and Andrew Prewitt, Managing Director, Harbor Capital Advisors

May 12, 2020
Looking Ahead- ETF Factor Strategies – please contact Scott Dawson for any questions about the presentation
Dan Waldron, First Trust Senior Vice President, ETF Strategist, First Trust Portfolios

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

March 10, 2020
The Future of Consumption: Emerging Markets and the Digital Revolution
Kevin T. Carter, Founder and CIO of EMQQ

February 21, 2020
Positioning Your Firm Effectively for the War on Talent
Caleb Brown, MBA, CFP®, Co-Founder and CEO, New Planner Recruiting

November 12, 2019
King Lear, “Tony Soprano” and the Lessons of Wealth Transfer – please email Ben Rizzuto for a copy of the presentation
Ben Rizzuto, Retirement Director, Defined Contribution and Wealth Advisor Services, Janus Henderson Investors

September 13, 2019
Structured Products: A Fiduciary Guide
Rick Roche, CAIA, Managing Director, Little Harbor Advisors, LLC 

August 13, 2019
Holding Alternative Assets in IRA’s – please check back at the end of the week
Henry Yoshida,Founder of Rocket Dollar

June 11, 2019
Mastering the First Impression: Understanding What the Client Sees in You
Rob Richardson, Franklin Templeton
Mastering First Impressions teaser video – a 3 minute video describing the presentation

April 9, 2019
Austin and National Real Estate Market Update
Clay Byrne, Byrne Real Estate Group

March 12, 2019
Applied Behavioral Finance
Dan Kullman, Regional Vice President & Behavioral Economics Architect, Towes

February 22, 2019
Senior Financial Exploitation Laws: Federal and State – Compliance for 2019 Presentation
Neala Moore, Sapphire Compliance Management LLC

January 8, 2019
The Future of Financial Planning
Nathan Harness, CFP®, TD Ameritrade Director of Financial Planning at Texas A&M University
Jim Whiddon, CFP®, founder JWA Financial Group, Radio Show Host, Author

November 13, 2018
Blockchain, Cryptoassets, and a Tokenized Future: A Technology and Investment Overview – the speaker is unable to release the presentation
Christopher Calicott, Managing Director, Trammel Venture Partners

October 25, 2018 Austin Planners Conference
The Best Marketing Tactic Your Not Trying Yet:Sharing Your Authentic Self
Kali Roberge, Owner/Marketing Expert, Creative Advisor Marketing

October 25, 2018 Austin Planners Conference
Bridging the Relational Gap: How to Sere Married Clients with Relationship Challenges
Dr. Travis Parry, Owner/Speaker/Author/Trainer, Family Financial Institute

October 25, 2018 Austin Planners Conference
Uncharted Territories: Exploring Opportunities in the Untapped Retirement Market
Ben Thomason, EVP, Revenue, Vestwell

October 25, 2018 Austin Planners Conference
New Regimens for a Changed World: The Next Phases
Dr. Steve Malin, Dr. Steve Malin, Investment Strategist,  Allianz

October 25, 2018 Austin Planners Conference
Managing Retirement Income
Carrie George, CIMA, Director, RIA External Investment Consultant, Allianz
(Presentation not available. Contact speaker at [email protected] if you have any questions.)
How to post on “the big three” platforms: LinkedIn, Facebook and Twitter

October 25, 2018 Austin Planners Conference
CFP Ethics: A Pragmatic Walk Through the Ethical Looking Glass
Melissa Kemp, President, Premium Organization LLC

October 25, 2018 Austin Planners Conference
Put Your Business Where Your Brand Is
Jim Ward, Managing Director, SEI Investments

October 25, 2018 Austin Planners Conference
Late-Stage College Planning Strategies You Don’t Know About But Should
Chris Wills, President, College Inside Track

October 25, 2018 Austin Planners Conference
Financial Planning – It’s Not Just for Boomers Anymore
Alan Moore, Co-Founder\Director, XY Planning Network
(Presentation not available. Contact Speaker at [email protected] if you have any questions.)

September 11, 2018
Grief Informed Care: How to Support Bereaved Clients
Becca Van Tassel, LCSW, Clinical Director and Paula Loring, LCSW, Clinical Development Volunteer – The Austin Center for Grief & Loss
Contact: Becca Van Tassel

August 14, 2018
How to Use Digital Marketing to Dramatically Improve Your Financial Practice
To book a marketing consultation with finservMarketing: http://www.finservmarketing.com/marketing-strategy-consultation
Check back for a video of today’s presentation
Mike Langford, MBA, Series 65, finservMarketing

July 10, 2018
The Case for Value Investing
John Mowrey, Co-Lead Manager, AllianzGI NJF Mid-Cap Value Fund

May 8, 2018
Global Economic Outlook
Mark Wynne, Vice President & Associate Director of Research Director, Globalization & Monetary Policy Institute Federal Reserve Bank of Dallas

April 10, 2018
Senior Living
Kim Terracina, Community Relations Director, Ledgestone Senior Living Community
Senior Living Presentation
Mary Koffend, President, Accountable Aging Care Management
Having the Conversation and More FPA 2018

March 20, 2018
Tax Cut & Jobs Act – please check back for presentation link
Jay Mezera, CPA/Partner, & 
Melinda Oster, CPA/Senior Manager, Atchley & Associates

February 16, 2018
Cash Balance Plans – The Choice for Business Owners
Bill Presson, Economic Group Pension Services

January 9, 2018
Economic Outlook & the Role of Alternatives in a Portfolio
Don Simoneaux, Waterloo Capital Management

November 14, 2017
Amy Jetel & Bob Chesner, Giordani, Swanger, Ripp & Jetel LLP
Protecting Wealth and Reducing Taxes: Your Clients Can Have their Cake and Eat it Too!
Papers: An Overview of Asset Protection in Texas and Why Invest Advisors Need to Know about PPLI

October 19-20, 2017
Austin Planners Conference. Speaker Presentations were sent to attendees

September 12, 2017
Pam Friedman CFP®, CDFA & Greg Hitt, JD
The Long-Term Impact of Financial Decisions in Divorce
Please contact Pam Friedman at [email protected] for a copy of the presentation. Pam’s new book “I Now Pronounce You Financially Fit: How to Protect Your Money in Marriage and Divorce” from Greenleaf Book Group’s River Grove Books is available now at Amazon.com and other fine booksellers. Orders for 10 books or more can be purchased at a discount by contacting Pam directly.

August 8, 2017
Joe Leighty,VP – Financial Consultant, Charles Schwab, Executive Services Branch
Planning opportunities with Equity Compensation

July 11, 2017
Steve Resch, Vice President of Retirement Strategies for Finance of America Reverse
Reverse Mortgages and Retirement Planning
For questions, contact David Cook, [email protected] 

Golf Tournament. No meeting.

May 11, 2017
Art Markman
The Hedonic Treadmill and Envisioning Future Goals

April 11, 2017
Adam Boyd, Market Sense
Becoming a Trusted Advisor

March 21, 2017
Eric Pickens, CFP®, CIMA, Vanguard
Putting a Value on a Value
Whitepapers: Quantifying Advisor’s Alpha and 
Bringing Value Through Advice

February 24, 2017
Mark Sprague, Independence Title
Where Are We In The Cycle?

January 10, 2017
Harold Ingersol, Atchley & Associates
Tax Minimization Strategies During M&A

November 8, 2016
Mary Taylor Doucet, Thriving Senior Living
How To Serve Your Aging Clients & Their Families–Challenges & Rewards

October 19, 2016
Austin Planners Conference

September 13, 2016
Ed Easterling, Founder and President of Crestmont Research
High P/E is Not a Dirty Word

August 9, 2016
Fred Knopf, General Counsel, Williams Financial Group
The New DOL Fiduciary/Conflicts of Interest Rule

July 12, 2016
Blake Hastings, Federal Reserve Office
A Perspective from the Federal Reserve
Please contact Evelyn Barnes, Public Affairs, at [email protected] for a copy of the presentation

Golf Tournament. No meeting.

May 10, 2016
Don Canada, Silicon Benefits
Affordable Care Act 2016
Presentation / Top 10 List

April 19, 2016
James Poer
The Efficient Frontier of Practice Succession and Acquisition: Maximizing Value and ROI

March 1, 2016
Mark Herman & James Moten
Military Financial Planning: Retirement and Education Benefits

February 12, 2016
Sandy Leeds, McCombs School of Business, University of Texas at Austin
Long Term Issues in the Market   

January 12, 2016
Jim Lear, Principal, Guideway Financial Sciences

Understanding and Working with High-Risk Investors