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.
January 9, 2018
Don Simoneaux, Waterloo Capital Management
Economic Outlook & the Role of Alternatives in a Portfolio
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 firstname.lastname@example.org 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
Golf Tournament. No meeting.
May 11, 2017
The Hedonic Treadmill and Envisioning Future Goals
April 11, 2017
Adam Boyd, Market Sense
Becoming a Trusted Advisor
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@example.com for a copy of the presentation
Golf Tournament. No meeting.
April 19, 2016
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