2017 FPA Houston Financial Planning Symposium
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2017 FPA Houston Financial Planning Symposium

6/13/2017
When: June 13
8:00 AM - 4:30 PM
Where: Junior League of Houston
1811 Brian Oaks Ln
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785

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FPA Houston Financial Planning Symposium

TUESDAY, JUNE 13, 2017

ONLINE REGISTRATION FOR THIS EVENT IS NOW CLOSED

 

 

 



FPA HOUSTON
FINANCIAL PLANNING
SYMPOSIUM
DETAILS COMING SOON! 
PLEASE CHECK BACK
 SCHEDULE of EVENTS 
 KEYNOTE SPEAKERS & TOPICS
 BREAKOUT SESSION
 
SPEAKERS & TOPICS
 EVENT 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 13, 2017 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.

 

View the schedule of events!

 

KEYNOTE SPEAKERS:

 

     

 

INCLUDED IN YOUR REGISTRATION:

 

Invitation to the Pre-Symposium Happy Hour on June 12th with special guest, Alan Moore, CFP®, XY Planning Network
(separate registration required - click HERE)

AND

A FREE 30 minute VIP Access Call on the Healthcare Reform with Carolyn McClanahan, MD, CFP®

*See below for details on these bonus items!

 


CE CREDITS

FPA HOUSTON will apply for the following CE credits.  CFP, CPA, CIMA, NAPFA 


Event Highlights


  • Keynote and breakout sessions - current knowledge across a variety of disciplines delivered by world-       class speakers
  • Professional Exhibitiors & 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 Info:  Melisa Hall - execdir@fpahouston.org - 713-518-1785
  • Sponsorship Info:  Carrie Ousley - carrie.ousley@hubinternational.com - 832-681-5020

 

 

 

 

 

 


   

Event Pricing Register by June 9

 

FPA Members

 

$195

 

Non-Members/Guests

 

 

$250

 

Conference Refund Policy

  • For a full refund, less a 10% handling charge, email a request to FPA Houston with the subject line“Registration Cancellation” by June 1.
  • For a 50% refund,email a request to FPA Houston with the subject line“Registration Cancellation” between June 1 - June 9.
  • No refunds available after June 9.

 

*FPA Houston Presents a Pre-Symposium Happy Hour!

 

Join us for drinks, fun, and networking! FPA Houston Symposium guest speaker, Alan Moore, CFP® of XY Planning Network will be joining us!  Location will be announced soon.  

 

June 12 @ 5:30
Karbach Brewing Co.
Drinks and appetizers provided

 

 

*VIP Access Call with Carolyn McClanahan, MD, CFP®, Life Planning Partners

 

Each Symposium attendee will receive special access to a VIP Call with Carolyn McClanahan, MD, CFP, Life Planning Partners, on June 19th.  Carolyn will be giving a 20 minute update on the status of the healthcare reform, and will then take 10 minutes of Q&A.  This exclusive call is for symposium attendees only.  This call will not include CE credits.

 

June 19 @ Noon (CST)

Dial in instructions will be provided.

 

 





 

 

 


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