Events

Chapter Meetings

Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.

 

 

 

 

 

Upcoming Events

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Aug 2021

Date/Time Event
08/04/2021
7:30 am - 9:00 am
Unconscious Bias: Tips for Advisors from a Silicon Valley HR Expert

Speaker: Gianna Driver, Chief People Officer of BlueVine

Have you ever addressed a group of people as “you guys” without thinking about it? That’s a simple example of unconscious bias. Gianna Driver will join us in August to share her expertise recognizing some of the biases that we all possess and how to create a more inclusive culture. In her role as Chief People Officer for a fin-tech company in Silicon Valley, she creates diverse ecosystems that enable employees to unlock their full potential. You will learn to uncover common biases and practical tips for turning diversity into strengths that appeal to your team and clients.

Click Here to Register

08/12/2021 - 08/13/2021
All Day
NexGen Gathering 2021

The financial planning profession is changing, and it’s NexGen planners who are at the forefront of this change. We have the power to shape the future of the profession and lead the charge for the generation that will come after us. Join us at FPA NexGen Gathering, August 12-13, to gain the skills and lasting connections that you’ll need to be the change.

This highly interactive event is packed with opportunities for small group and one-on-one networking so you can meet, connect and build lasting relationships with your fellow NexGen community members. Plus, after consuming two days of high-quality content featuring four keynote sessions and engaging breakout sessions, we know that you’ll leave with a newfound passion for the important work you do each day.

Grab your spot to join us for this unforgettable virtual event!

register now

FPA Member Price: $125 | Non-member Price: $325

Sep 2021

Date/Time Event
09/01/2021
7:30 am - 9:00 am
Multi-Factor Investing: Intended or Unintended Risks from Portfolio Construction

Presented by: Michael Hunstad, PhD, Head of Quantitative Strategies at Northern Trust
Check back here for more details!

09/22/2021 - 09/24/2021
All Day
2021 FPA Annual Conference

Save the Date!

FPA Annual Conference is an immersive, three-day experience that will provide you what you need to pursue mastery in the business, practice and profession of financial planning. #FPAConf21 is where the profession’s leaders, innovators and change-makers will gather to learn the latest in financial planning and share their secrets for success.

Join your colleagues, a diverse group of expert presenters from the profession and our difference-making partners, from September 22–24 to share insights on the topics that matter and participate in discussions that get to the heart of the important work you do every day.

Stay tuned—more information will be coming soon!

Oct 2021

Date/Time Event
10/06/2021
7:30 am - 9:00 am
October Zoom Meeting

LIVE MEETING!

Check back here for more details!

Nov 2021

Date/Time Event
11/03/2021
11:30 am - 1:00 pm
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies

Presented by: Derek Tharp, PhD, Lead Researcher at Kitces.com

Dr. Tharp’s presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstates retirement spending. As a result, commonly assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.

Please note the start time of this LUNCH meeting

Dec 2021

Date/Time Event
12/01/2021
7:30 am - 9:00 am
December Zoom Meeting

Check back here for more details!