FPA Houston Financial Planning Symposium
Thursday, September 23, 2010
Online registration now open - Early-bird rates available through September 13

Westin Galleria Hotel
5060 West Alabama, Houston, TX 77056
Exhibiting Event Sponsors | Event Agenda | Symposium Speaker Line-up | Map & Directions & Hotel Guest Room Information
Become an Exhibitor/Sponsor | Symposium FAQ | Printable Presentation/Handout Materials (available mid-Sept)
Plan to attend the FPA Houston Financial Planning Symposium on Thursday, September 23rd, where we will explore all aspects and areas of financial planning. This conference is an exciting opportunity to hear from nationally renowned speakers and enjoy a day of learning, networking and mentoring. In addition to a great agenda and outstanding speakers, this year's event will also feature the return of the exhibitor's area, door prizes and much more!
At this conference planners and advisers 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.
Here is What You Can Expect
- CE sessions - current knowledge across a variety of disciplines delivered by world-class speakers
- Up to 30 Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers
- Inspiring and informative guest speakers at the opening & closing keynote sessions
- Prize drawings at the afternoon keynote session
- CE credit for Texas Dept. of Insurance, CFP®, CIMA & CPA/CPE…and much more!
Each person who registers for the FPA Houston Financial Planning Symposium will receive a FREE copy of Don Trone's book "Fiduciary Ethos - FPA Edition", a $59 value! The books will be made available at the Thornburg Investment Management booth following Don Trone's keynote session. Be sure to stop by to pick up your copy
Online registration will be available through September 21 at 5:00 pm.
RSVP online to enjoy the discounted pricing today.
Registration Options:
(Registrations rcvd after 5:00 pm, Sept 21 can only be accepted at the door the day of the event) |
Early Bird Pricing
Through Sept 13
|
Regular Online
Registration
Sept 14-21
|
At the Door
Pricing
|
| FPA Member |
$195.00 (reg $225)
|
$225.00
|
$250.00
|
| Non-Member |
$225.00 (reg $250)
|
$250.00
|
$275.00
|
FPA Houston Season Ticket Holder
(Season Ticket Holders with the Symposium) |
$0
|
$0
|
must pre-register
|
Cancellation Policy
All cancellations must be made in writing. NO EXCEPTIONS. Cancellations may be faxed to 972-747-0409, emailed to execdir@fpahouston.org or mailed to our physical address at P.O. Box 261690, Plano TX 75026.
Registration cancellations received on or before Sept 13 will be eligible for full refund less a $50 administrative fee.
Cancellations received after Sept 13 will NOT be eligible for refunds. We will gladly work with you on trasnferring your reservation to a guest of your choice.
Season Ticket Holder Cancellation Policy
FPA of Houston recognizes that there are unforeseen circumstances which may prevent you from attending the Financial Planning Symposium. If you purchase a Season Ticket and Symposium package you may request a $150 cancellation refund for the Symposium portion of the package. Your request must be in writing and received by the FPA of Houston office prior to Sept 13.
Cancellations received after September 13 will NOT be eligible for refunds.
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