The FPA Austin September 16 Lunch Meeting is a professional gathering organized by the Financial Planning Association (FPA) of Austin. This event is designed to provide financial planning professionals with insights into the latest industry trends and developments.
The meeting will focus on the topic "The AI Edge: Practical Strategies to Revolutionize Efficiency and Client Experience." Attendees will explore how artificial intelligence can be integrated into wealth management practices to enhance client services and streamline internal processes. The session aims to equip advisors with actionable steps to implement AI in their daily routines and understand its impact on the financial planning landscape.
The event will feature a presentation by Matt Reiner, CFA, CFP®, a recognized leader in financial services known for merging technology and innovation to drive growth in wealth management. With over 15 years of experience, Reiner has transformed the Registered Investment Advisor (RIA) landscape through his leadership roles and is a frequent speaker at industry events.
This meeting is ideal for financial planners, advisors, and wealth managers seeking to stay ahead of technological advancements in the industry. Attendees will gain valuable knowledge on leveraging AI to improve client experiences and operational efficiency, making it a must-attend for professionals aiming to future-proof their practices.
Speakers(1)
Matt Reiner
Managing Partner at Capital Investment Advisors
Matt Reiner is a visionary leader in financial services known for merging technology, innovation, and leadership to drive growth in wealth management. With over 15 years of experience, he has transformed the RIA landscape through his roles as Managing Partner at Capital Investment Advisors and CEO/Co-Founder of Wela Strategies. Under his leadership, CIA has grown from $800 million during the 2008 crisis to over $6 billion in AUM today, expanding to five offices nationwide and ranking in the top 1% of organically growing RIAs in the U.S.
Event Details
- Date
- September 16, 2025
- Location
- 🇺🇸 Austin, United States
- Austin Country Club
- Pricing
- Varies by tier
- Audience
- Financial planners, advisors, and wealth managers.
- CLE Credits
- 1 CFP CE approved