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2018 FPA Houston Financial Planning Symposium
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 Export to Your Calendar 6/26/2018
When: June 26
8:00 AM - 5:00 PM
Where: Map this event »
Junior League of Houston
1811 Brian Oaks Ln
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785


Online registration is available until: 6/15/2018
« Go to Upcoming Event List  

FPA Houston Financial Planning Symposium

TUESDAY, JUNE 26, 2018 

 

 



FPA HOUSTON
FINANCIAL PLANNING
SYMPOSIUM
 SCHEDULE
KEYNOTE
SPEAKERS & TOPICS
 BREAKOUT SESSION
SPEAKERS & TOPICS
2018 SPONSORS
MAP & DIRECTIONS
Google Maps
EVENT VENUE &
ACCOMMODATIONS

EVENT FAQ'S

CONTACT US
 
 
 
 
 


Don't miss your opportunity to join your peers at the FPA of Houston Financial Planning Symposium on June 26, 2018 where we will explore all aspects and areas and trends in financial planning.  This symposium is an exciting opportunity to hear from nationally renowned speakers and industry experts and enjoy a day of learning, networking and mentoring. Our symposium was created to expand on the education provided to local chapter members who come from a variety of backgrounds and disciplines. The FPA of 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 practice and clients. Learn how to help your clients incorporate the right mix of planning vehicles, achieve specific financial objectives and understand the underlying methodology.

 

MEET OUR KEYNOTE SPEAKERS (Learn More)

 


Becoming Your Clients Retirement Coach
Mitch Anthony
President, Advisor Insights, Inc.
 Ted C. Jones, Ph.D.
Chief Economist, Senior Vice  President
Stewart Title Guaranty Company
Preventing Cyber Crime
Jeff Lanza

Retired FBI Agent



CE Credits

FPA Houston will apply for the following CE credits:  CFP, CPA, CIMA, NAPFA (TDI CE will not be available)



Event Highlights


  • Keynote and breakout sessions - current knowledge across a variety of disciplines delivered by industry leading speakers
  • Professional Exhibitors & Sponsors - the latest offerings from product and service providers

  • Door prize drawings in the afternoon with our generous sponsors

  • Networking with top financial planners and sponsors to forge new friendships and partnerships

  • CE credits: Attendees can earn CE credits for CFP, CPA. CIMA, & NAPFA  


Who Should Attend


  • Financial advisors; Family-oriented business owners; Small and medium sized business executives;  Entrepreneurs;  Investors;  Attorneys;  Family estate planners;  Tax professionals

 

Event Contacts

  • Event/Sponsor Information:  Melisa Hall - execdir@fpahouston.org - 713-518-1785

  • FPA Houston Education Director Mandy Pham - mpham@stavisandcohen.com


 

 


   

Event Pricing Register by June 15

 

FPA Members

 

$195

 

2018 Season Ticket Holders
(Must have pre-purchased a 2018 season pass)

 

 $175

 

Non-Members/Guests

 

 

$250

 

 

Full Time Students Enrolled in a Certified CFP Course

 

 $35


Conference Refund Policy

Cancellations received by midnight, June 15, will receive a refund, minus a $25 administrative fee. No refunds can be given after June 15 due to the contract and commitment we have with the venue.To request a refund email: execdir@fpahouston.org



 

 

 

 

 

 

 


   



 

 

 


FPA DFW FINANCIAL PLANNING SYMPOSIUM
 AGENDA
 SPEAKERS & TOPICS
 EVENT SPONSORS
 CONFERENCE VENUE
 MAP & DIRECTIONS
 EVENT FAQ'S
 CONTACT US
 NOW HAPPENING ON TWITTER


NE
W FOR 2016!


See the online registration form for details on signing up.  One price includes all events!  No partial pricing is available.

 

  • CFP ETHICS (MAY 17) INCLUDED IN YOUR REGISTRATION FEE (MUST PRE-REGISTER).

  • EXCITING FPA NEXGEN TRACK!

  • COCKTAIL RECEPTIONS WITH THE CORPORATE PARTNERS

  • EARLY RISERS BONUS CE SESSION ON MAY 18 - EARN AN EXTRA HOUR OF CE!

           

Don't miss your opportunity to join your peers at the FPA DFW Financial Planning Symposium on May 17 - 18 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 who come from a variety of backgrounds and disciplines. The FPA DFW 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.

Parking: Parking is free in the outside parking lot and the Galleria Mall garage. Valet parking is available at cost. FPA will not validate valet parking.


Event Highlights

Visit our exhibitors and sponsors for a chance to win a iPad Mini!


CE keynote and breakout sessions - current knowledge across a variety of disciplines delivered by world-class speakers

Up to 35 Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers

Inspiring and informative guest speakers at the keynote sessions

Door prize drawings in the afternoon with our generous sponsors

Networking with top financial planners and industry vendors for new friendships and partnerships

CE credits: Attendees can earn CE credits for CFP, CPA, TDI Insurance. CE credits based on sessions attended
  





 

FPA DFW FINANCIAL PLANNING SYMPOSIUM
 AGENDA
 SPEAKERS & TOPICS
 EVENT SPONSORS
 CONFERENCE VENUE
 MAP & DIRECTIONS
 EVENT FAQ'S
 CONTACT US
 NOW HAPPENING ON TWITTER


NE
W FOR 2016!


See the online registration form for details on signing up.  One price includes all events!  No partial pricing is available.

 

  • CFP ETHICS (MAY 17) INCLUDED IN YOUR REGISTRATION FEE (MUST PRE-REGISTER).

  • EXCITING FPA NEXGEN TRACK!

  • COCKTAIL RECEPTIONS WITH THE CORPORATE PARTNERS

  • EARLY RISERS BONUS CE SESSION ON MAY 18 - EARN AN EXTRA HOUR OF CE!

           

Don't miss your opportunity to join your peers at the FPA DFW Financial Planning Symposium on May 17 - 18 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 who come from a variety of backgrounds and disciplines. The FPA DFW 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.

Parking: Parking is free in the outside parking lot and the Galleria Mall garage. Valet parking is available at cost. FPA will not validate valet parking.


Event Highlights

Visit our exhibitors and sponsors for a chance to win a iPad Mini!


CE keynote and breakout sessions - current knowledge across a variety of disciplines delivered by world-class speakers

Up to 35 Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers

Inspiring and informative guest speakers at the keynote sessions

Door prize drawings in the afternoon with our generous sponsors

Networking with top financial planners and industry vendors for new friendships and partnerships

CE credits: Attendees can earn CE credits for CFP, CPA, TDI Insurance. CE credits based on sessions attended
  





 

FPA DFW FINANCIAL PLANNING SYMPOSIUM
 AGENDA
 SPEAKERS & TOPICS
 EVENT SPONSORS
 CONFERENCE VENUE
 MAP & DIRECTIONS
 EVENT FAQ'S
 CONTACT US
 NOW HAPPENING ON TWITTER


NE
W FOR 2016!


See the online registration form for details on signing up.  One price includes all events!  No partial pricing is available.

 

  • CFP ETHICS (MAY 17) INCLUDED IN YOUR REGISTRATION FEE (MUST PRE-REGISTER).

  • EXCITING FPA NEXGEN TRACK!

  • COCKTAIL RECEPTIONS WITH THE CORPORATE PARTNERS

  • EARLY RISERS BONUS CE SESSION ON MAY 18 - EARN AN EXTRA HOUR OF CE!

           

Don't miss your opportunity to join your peers at the FPA DFW Financial Planning Symposium on May 17 - 18 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 who come from a variety of backgrounds and disciplines. The FPA DFW 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.

Parking: Parking is free in the outside parking lot and the Galleria Mall garage. Valet parking is available at cost. FPA will not validate valet parking.


Event Highlights

Visit our exhibitors and sponsors for a chance to win a iPad Mini!


CE keynote and breakout sessions - current knowledge across a variety of disciplines delivered by world-class speakers

Up to 35 Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers

Inspiring and informative guest speakers at the keynote sessions

Door prize drawings in the afternoon with our generous sponsors

Networking with top financial planners and industry vendors for new friendships and partnerships

CE credits: Attendees can earn CE credits for CFP, CPA, TDI Insurance. CE credits based on sessions attended
  





 

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