Welcome to the FPA Houston Chapter
FPA Houston Financial Planning Symposium
FPA Houston Financial Planning Symposium 2014:
Registration is now open! Early Bird registration pricing is available through September 15th.
Click here to register
Don't miss your opportunity to join your peers at the FPA Houston Financial Planning Symposium on September 25th where we will explore all aspects and areas of financial planning, asset management and insurance industry trends. This conference is an exciting opportunity to hear from nationally renowned speakers and industry experts and enjoy a day of learning, networking and mentoring. Our conference was created to expand on the education provided to local chapter members and guests who come from a variety of backgrounds and disciplines. The FPA Houston Symposium has earned a reputation as one of the best conferences in the country through providing high quality, technically knowledgeable speakers and excellent networking opportunities. At this conference planners and advisors will receive the practical guidance you need to develop the most effective planning strategies for your clients. Explore the latest planning tools, their uses and their nuances. Learn how to help your clients incorporate the right mix of planning vehicles, achieve specific financial objectives and understand the underlying methodology.
7th Annual FPA Houston Golf Classic
The Golf Club @ Cinco Ranch, Katy, TX
October 21, 2014
If you are interested in sponsorship opportunities send an email to firstname.lastname@example.org.
The 7th Annual FPA of Houston Foundation Golf Classic will be held October 21st at the well-manicured Golf Club at Cinco Ranch in Katy, Texas.
Registration for the tournament will include entry into all events, 18 holes of golf, riding cart, lunch, dinner and various awards. There will be an awards presentation and dinner directly after golf at the golf club.
To help us properly plan for this event, please pre-register online. Register >>
If you do not golf or cannot participate, but would like to help by making a contribution to the Foundation for Financial Planning you may enter a contribution amount on the registration page.
Click here for more details:
FPA Planner Search
Get Financial Planning Leads
Our unique online tool, FPA PlannerSearch®, is designed to help consumers find financial planners who:
· Are a RIA or bank affiliate*
*In accordance with FPA policy, participants in FPA PlannerSearch must be affiliated with a state or SEC-registered investment adviser or a state or federally chartered trust or banking institution, unless they are otherwise exempt from registration. Sign up for an Enhanced Listing ($99) or a Basic Listing (free) and gain visibility with thousands of potential clients a month.
You must meet the eligibility requirements listed above to participate.
Sign up or renew your FPA Planner Search listing today!
Click on the links below to learn more the FPA Houston Chapter .