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 Export to Your Calendar 1/9/2018
When: January 9
10:30 - 1:30 PM
Where: Map this event »
Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785


Online registration is available until: 1/8/2018
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FPA Houston Chapter Meeting


 

  • FPA members are no longer required to sign in to receive the discounted FPA member rate.  However, all member registrations will be confirmed and if your membership has lapsed an additional $20 will automatically be added to your card on file to cover the non-member rate.
  • If you select the "2018 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 

 

 

Agenda

10:30 Registration, check in and networking
11:00

Welcome & announcements & Sponsor Spotlight

11:30 Lunch is served (salads will be preset beginning at 11:00)
Session 1
12:20 Break
12:30 Session 2
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Changing the Approach to College Funding Advice

 

Speaker: Joe Messinger, CFP®, ChFC®, CLU®
Co-Founder & Director of College Planning - Capstone College Partners

1 CE

 

The #1 financial concern for Gen X parents is how to pay for college. College costs continue to rise at twice the rate of inflation. As a result, our national student loan debt has grown from $240 billion in 2003 to $1.486 trillion as of Q3 2017 – that’s an increase of more than 619% in the last 15 years. Our role as financial planners needs to go beyond simply telling clients to save for the cost of college. The problem is that advisors have never been formally taught how to help families pay for college the right way, until now. In this powerful fifty-minute session, you’ll learn the innovative College Pre-Approval™ process that alleviates the stress & anxiety of paying for college, reduces the cost, and leads students to manageable student loan debt without robbing mom and dad’s retirement. Together, we can end the student loan crisis one family at a time! 

 

 


Joe Messinger
is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing continuing education for CPAs and CFPs™ through the FPA, XYPN, and OSCPA, and has been published in the Journal of Financial Planning.

 

 


 

Trends in Philanthropy

 

Speakers: Renee Wizig-Barrios, Senior Vice-President & Chief Philanthropy Officer &

Susan Zarich, Director of Advisor Relations, Greater Houston Community Foundation

1 CE

 

The Greater Houston Community Foundation will present on Trends in Philanthropy.  We will look at the changing landscape of giving from both a national and local standpoint and focus on how giving of both dollars and time continues to increase.  There are many vehicles philanthropists utilize in giving and this presentation will focus on two of the most utilized as well as one that continues to see traction in the space.  The community foundation will also focus on the trends in family philanthropy and how it changes from generation to generation.  There will be an overview of the different generations, as well as examples on how GHCF works with families across generations.

 

 

 

Renée Wizig-Barrios leads the foundation's efforts to provide its donors with opportunities to participate in high-engagement, high-impact philanthropy. She leads a dynamic team of professionals dedicated to helping individuals, families, businesses, and foundations achieve their charitable goals by providing resources including programming, research, convening, and consulting. Renée is a frequent speaker on philanthropy for leading local and national philanthropic associations and audiences. She joined the organization in 2010 after serving as Lead Organizer for The Metropolitan Organization. She brings more than 20 years' experience in the nonprofit sector, with experience in leadership development, community engagement, cross-cultural partnerships, program management, fundraising, and public policy to her role. Renée is a summa cum laude graduate of Washington University in St. Louis.

 

 

 


Susan Zarich
is a graduate of Texas A&M University with a Bachelor of Arts in Communications and a minor in Marketing. Susan’s primary responsibility at the Greater Houston Community Foundation is to facilitate long-term growth objectives through development and maintenance of key relationships within the financial and professional advisory community, including wealth managers, trust and estate attorneys and accountants. Prior to joining GHCF in 2014, Susan had 16 years of experience in relationship building, marketing, sales and management of high-profile client initiatives within the financial services industry.

 

 

 

 


 

Registration Fees

 

FPA Members $40
Guests/Non Members $60
2018 Season Ticket Holders $0 (Season ticket holders must have pre-purchased the season pass for 2017)
Corporate Partners N/C (must pre-register) 

 

 

Agenda

 

10:30 Registration, check in and networking
11:00

Welcome & announcements & Sponsor Spotlight 

11:30 Lunch is served (salads will be preset beginning at 11:00)
Session 1
12:20 Break
12:30 Session 2
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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12/1/2017 » 3/9/2018
2018 FPA Houston Season Ticket Application

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