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FPA NexGen Lunch-n-Learn
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FPA NexGen Lunch-n-Learn

9/21/2018
When: September 21
11:30 AM - 1:00 PM
Where: Cyclone Anayas
5761 Woodway Dr.
Houston, TX  77057
United States
Contact: FPA Houston


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FPA NexGen Lunch-n-Learn

 

 

The Advisor Value Add: Holistic Financial Planning 

 

Guest Speaker: Freddy Garza, CFP®, CPA I Northern Trust

 

1 CFP, CPA CE 

 

Ever wonder how other people engage their clients and provide financial planning? FPA Houston Nexgen invites you to join us in a discussion lead by NexGen member, Freddy Garza, about how his firm leads with holistic advice. Freddy will discuss how he engages with prospects/clients during the initial meetings, the types of information that he obtains from the prospect/client, and how he translates the information into his firms goals-based planning model. Freddy will provide examples of the inputs and outputs that they use for their analysis and how they present it to their clients. 

 

Freddy Garza, CFP, CPA is a Vice President and Wealth Advisory at The Northern Trust Company.  Freddy joins a seasoned group of highly accomplished professionals that strives to have clients align their financial resources to achieve their personal financial and philanthropic goals.  Freddy performs comprehensive life-driven wealth management and financial planning services for ultra-high net worth individuals, families and closely held businesses.  Including in his responsibilities, Freddy advises on diversified asset management across all asset classes, goals-driven investing, tax efficiency planning, lifetime gift and estate planning, insurance sufficiency analysis, and business succession planning.  Freddy is a board member of the Notre Dame Alumni Club of Houston, currently serving as Treasurer.  He is also a member of the Houston Estate & Financial Forum and the Financial Planning Association (FPA).

 

 

Event Fee:  $20 FPA members / $30 Non-Members (includes lunch & drink)

 

RSVP required.

 

 

 

 

 

 

 

 

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