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Harvey Financial Recovery Boot Camp (VOLUNTEERS RSVP Here)
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11/11/2017
When: November 11, 2017
Where: University of Houston’s Bauer College of Business, Cemo Hall
4746 Calhoun Rd.
Houston, Texas  77004
United States
Contact: Don McCurdy


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The Harvey Financial Recovery Boot Camp Volunteer Opportunities

 

The Harvey Financial Recovery Boot Camp will be held in Houston on Saturday, November 11, 2017, at the University of Houston in Cemo Hall and is being provided at no charge.  This unique seminar will bring together experts and leaders in the areas of financial planning, tax, real estate and legal issues to share their insights of the impact of Harvey on the greater Houston area and individuals. The Boot Camp features a special lineup of interactive seminars, expert speakers and one-on-one sessions to ensure that participants have the opportunity to become acquainted and discuss challenges, insights and solutions with a wide range of professionals.   

 

FPA Houston Volunteer Opportunities:  DEADLINE TO REGISTER AS A VOLUNTEER: NOVEMBER 9

 

 

1. Staff the table providing financial planning literature during the event

 

2.  Provide 15 minute one-on-one consultations in the area of financial recovery (basic financial planning)

  • Must have CFP® certification
  • Area of Expertise – Helping someone with the financial recovery process
  • May include establishing current financial situation (cash flow and balance sheet), ways to enhance income and reduce expenses, establishing a spending plan and a way to monitor, credit reports, working with creditors, rebuilding credit, credit counselors, debt relief, and adjusting the plan

3. Administrative activities before or during the event

 

If you have questions or need additional information please contact:
Don McCurdy - mccurdjd@hal-pc.org - (281) 770-5690

Judy Hulbert - jmhulbert@yahoo.com

  

 

 

 


 

 

 

Schedule of Events 

 

This free Boot Camp will be held at the University of Houston Cemo Hall, an event venue on the main campus of the University of Houston located at 4746 Calhoun Road.

 

When:   8:45 a.m. - 12:45 p.m., Saturday, November 11, 2017

 

8:00 AM - 8:30 AM II  Registration (Attendees are encouraged to pre-register as space is limited)

 

8:30 AM - 8:45 AM II  Attendees move into Cemo Center for Introductory Session

 

8:45 AM - 9:00 AM II  Opening Remarks and Welcome

 

9:00 AM - 9:15 AM II  Keynote Speaker: Jim "Mattress Mack" McIngvale, Founder Gallery Fur

 


Jim “Mattress Mack” McIngvale has been involved in the Houston Community since he opened Gallery Furniture over 35 years ago. In addition to Mack being a world-famous businessman, entrepreneur, and owner of “The World’s Most Famous Furniture Store”, Mack has been a trailblazer in helping make Houston the premier sports and medical destination it has become. Mack loves to give back to the Houston Community by giving speeches that educate and inspire on subjects as diverse as American jobs, running a business, faith & family, or being all that you can be each day.

 

 

9:15 AM - 9:30 AM II  Area Financial Outlook

 

9:30 AM - 9:45 AM II  Coping with Stress, Grief & Loss - Dr. Rune Moelbak

 

9:45 AM - 10:00 AM II  Break

 

10:00 AM - 10:50 AM II  Breakout Session One (3 Options)

 

  • Room 1 - Financial Staring Point – Where am I now?  Cash flow; Balance sheet; Goals/Plan
  • Room 2 - Tax Guidance – Filing deadline and payment extension; Casualty losses; Easier retirement savings access; Suspension of charity deduction limitation; Income from discharge of debt; Employee retention credit
  • Room 3 - Real Estate Guidance – Presented by Better Homes and Gardens Real Estate Gary Greene -- Valuations past, current and future; Mortgage options; Home Equity loans; Options when debt exceeds value; Considerations if relocating


10:00 AM - Noon II  One-on-One consultations available - First floor offices

 

10:50 AM - 11:00 AM II  Break

 

11:00 AM - 11:50 AM II  Breakout Session 2  (3 Options)

  • Room 1 - Financial Plan Implementation – Credit issues; Credit reports; Debt relief; Adjusting your recovery plan
  • Room 2 - Legal Guidance – Sources of legal information (current and future); Sources of legal assistance; Bankruptcy – consumer and small business; Working with creditors; What to know if debt exceeds value of house
  • Room 3 - Insurance and Risk Management 


11:50 AM - Noon II 
Break

 

Noon - 12:45 PM II  Panel Discussion with Q&A and Closing Remarks

 

 

 

 

Event Location

 

All sessions will be held at University of Houston Cemo Hall at central campus of the University of Houston located at 4746 Calhoun Road.

 

To Register As A Participant

 

If you know of anyone you think would benefit from this boot camp, have them log in to the registration website at:

http://www.bauer.uh.edu/departments/finance/pfl/events/Harvey-Boot-Camp.php

 

 

  

 

 

 

 

       

 

 

 

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