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Speaker Presentations - FPA Houston Chapter Meetings & Events

The following files have been graciously provided by our speakers for use and reference by the FPA of Houston 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.Please click on the links to download speaker presentations. If you have difficulty, also try to download by right-clicking and selecting "save target as" and save to your hard drive. Please check back as additional presentations will be added as they are received.







January 9 - FPA Houston Chapter Meeting


Changing the Approach to College Funding Advice
Joe Messinger, CFP, ChFC, CLU - Capstone College Partners
 Handout (PDF)
Trends in Philanthrophy
Renee Wizig-Barrios & Susan Zarich - Greater Houston Community Foundation
 Handout (PDF)



Speaker Handouts



November 7 - FPA Houston Chapter Meeting


Hurricane Harvey Recovery Process for Financial Planners
Jerry Schreiber, CPA, Schreiber & Schreiber

 Handout (PDF)

Quick Answers to Questions for Individual Hurricane Harvey Victims (PDF)
Resource List - Texas (PDF)

Re-Imagining Retirement: Thriving in the Third Page

Dr. Michael Winters, Ph.D.

 Handout (PDF)


October 10 - FPA Houston CFP Ethics Program



Practicing Ethics:  Applying CFP Board's Standards of Professional Conduct

Thomas Murphy, CFP®, AIF®

 Participant Guide / Handout (PDF)


August 8 - FPA Houston Half-Day CE Forum
The A-Z of Long Term Care
David Bond, Lincoln Financial Group
 Handout (PDF)
A Generation at Risk?Young Professionals in the 21st Century
Jason Moreland, Chubb Personal Risk Services
  Coming soon!
The Importance of Risk Management in a Litigious Environment
Carrie Ousley, CIC, CISR, Hub International Personal Insurance
  Handout not available
Succession Planning: A way to protect & preserve the business for future generations
Joey Ussery, CLU, ChFC, LUTCF, John Hancock
 Handout (PDF)


May 2 - FPA Houston Chapter Meeting

The Traditional Role of Fixed Income May Be Challenged
Shawn J. Mato, CFA, CAIA / Westwood Funds
 Handout (PDF)
Shattering Illusions: Which Alts Have Actually Delivered in Bull vs Bear Markets
John Dolfin, CFA / Steben & Company
 Handout (PDF)

March 7 - FPA Houston Chapter Meeting
Coaching Skills for Financial Advisors
Barbara Stewart, PCC, CFP / Accelus Partners, LLC
Handout (PDF)
Funding Long-Term Care Needs
Hayley Skeehs, SYNERGY HomeCare
Handout (PDF)

January 10 - FPA Houston Chapter Meeting
Oil & the Economy - 2017 Outlook for Energy Report
Jesse Thompson / Federal Reserve Bank of Dallas - Houston Branch
 Handout (PDF)
Business & Individual Tax Update
Austin C. Carlson, JD, CPA / Gray Reed & McGraw, PC
 Handout (PDF)
Speaker Handouts

November 8 - FPA Houston Chapter Meeting
Love, Marriage & Money
Patricia Barrett, CFP® - Lifetime Planning, LLC
Handout (PDF) 
Policy Review & Accelerated Benefit Rider Review
Levi Robinson, CFP®, CLU, ChFC -- AIG
Handout (PDF)

September 13 - FPA Houston Chapter Meeting
DOL Expands Fiduciary Definition
Sean Cunniff - Deloitte Consulting, LLP
Handout not available
Smart Beta Strategies
Stanley Black - Dimensional Fund Advisors
 Handout (PDF)


August 9 - FPA Houston Insurance CE Forum
Life Insurance Retirement Planning
Levi Robinson, CFP®, CLU, ChFC, RICP, FLMI
Handout (PDF)
Online & Under Attack: Guarding Your Family and Financial Assets
Hart Brown, CORP, CBCP, LPQ
Hub International
 Handout (PDF)
Insights to Action: Delivering Effective Personal Risk Management
Joe Seivertson, CIC
AON Private Risk Management
 Handout (PDF)
Planning Opportunities for Business Owners
Christy Brown, CFP®, CLU
Capitas Financial
 Handout (PDF)

June 14 - FPA Houston Chapter Meeting
CFP Ethics

CFP Ethics: Financial Planner's Ethics Dominance
Jeff Rattiner
J.R. Financial Group, Inc.
 Handout (PDF) 
March 1 - FPA Houston Chapter Meeting

Three Ways to Create Value for Clients Through
Mortgage Planning
David Bradley - Just Mortgages, Inc.
  Handout (PDF)

Trends in Equity Compensation:

What advisors need to know about the fastest growing forms of stock compensation to build their practices & serve their clients

Bruce Brumberg -

  Handout (PDF)

January 12 - FPA Houston Chapter Meeting
The Case for Frontier Market Sovereign Debt
Michael McAdams - Global Evolution USA
 Handout (PDF)
How Healthcare Will Impact Retirement
Dan McGrath - Jester Financial Technologies
 Handout (PDF)

Speaker Handouts
November 10 - FPA Houston Chapter Meeting
Personality Driven Financial Coaching
Jay Mooreland, MS, CFP® - The Emotional Investor
Economic Review of 2015 and Outlook for 2016
Dorothy Weaver - CEO, Collins Capital
Handout (PDF)
September 8 - FPA Houston Chapter Meeting
Social Security: Maximizing Your Client Benefits
Doug Lindsey, CFP® - MGM, LLC
Handout (PDF)
Planning Your Estate Around Your Business Entity: Owner's Exit Strategies
Sterling A. Minor - Sterling Minor Law
Handout (PDF)
August 11 - FPA Houston Insurance CE Forum
Insuring Your Exit (and Continuity) Plan
Mark Desiderio - Ryan Insurance Strategy Consultants
Handout (PDF)
Indexed Universal Life
Matt Fowler, CLU - Lincoln Financial Distributors, Inc.
Handout (PDF)
Understanding & Protecting Your Clients' Passions
Maggie Reynolds - Chubb Group of Insurance Companies
Protecting Your Retirement with Life Insurance & IRA Wealth Transfer Strategies
Levi Robinson, CFP®, CLU, ChFC, RICP, FLMI
American General Life Companies
Handout (PDF)
June 9 - FPA Houston Chapter Meeting - CFP Ethics
CFP Ethics - Creating Ethical Habits & Increasing Trust in the Financial Planning Profession
Eric Sawyer, CFP, MS -Director of Financial Planning with the Department of Personal Financial Planning (PFP) at Texas Tech University
March 3 - FPA Houston Chapter Meeting
Private Real Estate Investments
Stewart Hsu -CoFounder & COO of Conti Organization
Handout (PDF)
Advocacy & Coordination of Care for Older Adults
Mindy Legler Jones -Pyxis Care Management
Handout (PDF)
February 10 - FPA Houston Chapter Meeting
Physical and Mental Aspects of Aging: Impact on Retirement and Planning
Michael Finke, Ph.D., CFP®
Texas Tech University Personal Financial Planning
Cash Flow Planning & Strategies
Melissa Tosetti - Financial Lifestyle Expert
Author, Teacher, Speaker and Founder of The Savvy Life Magazine
Handout (PDF)
January 12 - FPA Houston Chapter Meeting
ETF Strategies
Dan Waldron, ETF Strategist, Senior Vice President -First Trust
Handout (PDF)
Market Outlook 2015: How to spot bubbles, avoid market crashes and earn big returns
Meb Faber, Co-Founder & CIO
Cambria Investment Management
Speaker Provided Book
Handout - N/A
Please contact the FPA Houston office if you would like to inquire about any presentations prior to 2015
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