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FPA Houston Women’s Luncheon
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FPA Houston Women’s Luncheon

12/15/2017
When: December 15
11:30 - 1:00
Where: Cyclone Anaya's Woodway
5761 Woodway Dr.
Houston, Texas  77057
United States
Contact: Carrie Ousley


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FPA of Houston Women in Financial Planning Luncheon

 

 

 

FPA of Houston is excited to be bringing this to FPA Houston as some of the other FPA chapters across the country already have a similar program.  

 

This event is open to both FPA members, and prospective members (guests).  Join us for lunch and great conversation on December 15th at Cyclone Anaya's Woodway.  

 

Topic: The Pre-Retiree: Changing Minds, Changing Needs

 

1 CFP CE

Pre-Retirees, who correspond to the “Baby Boomer” generation provide one of the greatest opportunities for advisors, and the numbers back this assertion up. Not only do they remain an opportunity among themselves, but they are also the key decision makers when it comes to transferring their wealth to younger generations. Simply put the Pre-Retirees will remain a group advisors need to pursue. And according to current trends, this will continue for many years to come. Pre-retirees are expected to live longer and stay in the workforce longer than prior generations. They will face unique challenges and risk exposures that no other pre-retiree generation has confronted.

 

The major themes of the course are:
• Demographics of the Pre-Retiree
• Life Changes That Result in Coverage Gaps
• Insurance Exposures that Can Lead to Wealth At Risk
• Pre-Retiree Liability Exposures
• Involvement on Boards
• Passionate Pursuits/Collections
• Travel Exposures
• Pre-Retirees and Advisors

 

 

 

Future Women's Group topics to include: Succession Planning, Work Life Balance, Study Groups, Career Paths, and more!

 

Space is limited to the first 25 people who sign up.  If you would like to attend, please RSVP.  We will need a head count in advance to let the restaurant know. Look forward to seeing you there!

 

Registration Fee:  $20 - Includes lunch & beverage

 

 

 

 

 

 

 

 

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