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FPA Houston Chapter Meeting
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3/6/2018
When: March 6
10:30 - 1:30 PM
Where: Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785

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FPA Houston Chapter Meeting


 ONLINE REGISTRATION IS NOW CLOSED.  WE WILL TAKE WALK IN REGISTRATIONS ON A LIMITED SPACE AVAILABLE BASIS.

 

 

  • 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. 

 

 

 

Investment Outlook for 2018

 

Lance Roberts
Chief Investment Strategist, Clarity Financial

 

A discussion of the outlook for Economics and Politics (i.e. Tax Reform, etc) as it relates to investing in 2018.  Lance will discuss the importance of risk management, why bonds are not dead, dangers of passive investing, the relevant risk of politics, rules for realistic financial planning and investment strategies and portfolio allocations for 2018.   We will also take a look at the fundamentals and technical indicators, plus, as is typical with Lance, an abundance of charts.

 


Lance Roberts has spent 25 years in the investing world, from private banking to investment management to venture capital. He currently serves as Chief Investment Strategist at Clarity Financial LLC.  In addition, Lance is the Chief Editor of the Real Investment Advice (RIA) website and writes the Real Investment Report, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to an individual’s money and life. He writes the RIA blog, which is read by thousands nationwide, including individuals and professionals.  The RIA website is currently ranked in the top 200,000 websites in the country, with average monthly traffic exceeding 50,000 visitors per month. It is also distinguished as one of the Top 100 Investment Blogs & Websites For Investors. Lance also hosts two radio shows - The Lance Roberts Show and the Real Investment Hour.  His common-sense approach, “real world” experience and clear explanations have appealed to radio audiences for over a decade, and his opinions are frequently sought after by major media sources. Lance’s investment perspective and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News.  He has been quoted by a litany of publications from the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post all the way to TheStreet.com.  His writings and research have also been featured on several of the nation’s biggest financial blog sites such as the Pragmatic Capitalist, Credit Writedowns, The Daily Beast, Zero Hedge and Seeking Alpha.  

 

 

 

 

The Tax Cuts and Jobs Act of 2017: What You Need to Know

 

Catherine Lightfoot, CPA, CHBC

Director of EEPB, PC's Healthcare Group

 

 

The “Tax Cuts and Jobs Act of 2017” is being called one of the largest changes to tax law in over 30 years.  Every type of taxpayer will be affected by the changes, from individuals to small and large companies.  No one has escaped the tax form.  Some of the changes started as early as September 2017.  The rest are all in effect as of January 1, 2018.  This presentation will help you understand what has changed in the law and the impact it will have on taxpayers.

 

 

Catherine's extensive experience spanning 30+ years and is well known for her proactive approach. In the role as Director over EEPB's Healthcare Services she provides accounting and finance oversight to her clients augmented with internal controls and strategic advice to management.  Not your typical CPA, Catherine advises her healthcare client's in a timely manner with oversight on finance and accounting to enable physicians to manage their practices. Catherine provides accurate timely financial statements, ongoing cash flow projections, as well as design and maintenance of the financial structures she greatly accelerates her clients' ability to minimize taxes while increasing profitability and cash flow.

 

Catherine's proficiency in Practice Management firmly instills 2 major beliefs:

1. You should never be surprised by your tax liability (taxes should always be minimized)

2. You can always improve profitability & cash-flow

 

 

 

 

 

Thank you to our Platinum Partner Sponsor Spotlights

 

                    

 

 

 


 

Registration Fees

 

FPA Members $40
Guests/Non Members $60
2017 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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