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FPA Houston Chapter Meeting - New Location! Registration Ends 5/3
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5/7/2019
When: May 7
10:30 - 1:40 PM
Where: Hess Club
5430 Westheimer Ct.
Houston, TX  77056
United States
Contact: Melisa Hall
713-518-1785


Online registration is closed.
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FPA Houston Chapter Meeting


 

  • 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 "2019 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 

 

 

New location!  Chapter meetings will now be held at the Hess Club

 

Click here for directions

 

ONLINE REGISTRATION WILL END FRIDAY, MAY 3.  THE FPA OFFICE WILL BE CLOSED BEGINNING MAY 3 - MAY 7 AND WE WILL NOT BE ABLE TO ACCEPT ONLINE REGISTRATIONS AFTER THE DEADLINE.  WE WILL TAKE AT THE DOOR REGISTRATIONS ON A SPACE AVAILABLE BASIS.

 


 

 

 

The Evolving Workscape: How Shifting Demographics, Technology Innovations, and New Employee Expectations are Shaping the Workplace of the Future

 

Ryan Sullivan, CFP®, CLU®, ChFC®

Managing Director, Strategic Markets, Hartford Funds

 

1 CPA, CIMA CE (Practice Management: Does not qualify for CFP CE)

 

 

For many, working past those dates when we’re ‘supposed to’ retire provides fulfillment, purpose and cash flow while smart employers are taking advantage of those with decades of experience and ability to create a multigenerational workplace.  The career cycle is evolving!  Now, many older Americans embrace work as a part of retirement. As recently as 2000, less than 13% of Americans aged 65 and older reported full- or part-time employment. By mid-2016, the percentage leaped to more than 18%, meaning nearly nine million senior citizens were actively participating in the work force. By 2021, the number is expected to reach 32%.1 As the chart below illustrates, the oldest segments of the work force are the ones growing most dramatically. The trend is clear. But why are older workers putting off what we picture to be quiet years of golf and grandkids?  Because they want to. In fact, as many as 44% of those who retired later than they initially planned to did so for exactly this reason—it was a conscious choice. The future holds a many-staged life for employees across all ages. This life will blend education, travel, corporate employment, freelance work, time out of the workforce, and continual learning every step of the way. The future of work is increasingly age agnostic. Disruptive demographics and innovations have led older Americans to embrace work as a part of retirement. 65 just isn't old anymore.  DOWNLOAD WHITEPAPER TO LEARN MORE.

 

Ryan Sullivan is a managing director of strategic markets for Hartford Funds. He travels extensively and is responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes. Ryan has been an invited speaker on a variety of financial topics nationwide and has had the good fortune to address groups in 46 states and Puerto Rico. Ryan originally joined the organization in 1996 and held various roles of increasing responsibility, leaving the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, he founded a business to coach professionals on public speaking and the improvisational mindset, something he continues to do in a volunteer capacity today. He was then vice president and head of investor education for PIEtechSM, the creator of MoneyGuidePro®, a leading financial-planning software program for financial advisors. Ryan holds his Life, Health, and Variable Products licenses and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor® (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute.

 

 

 

Blockchain & Cryptocurrency: Fact or Fiction?

 

Shehan Chandrasekera, CPA

Founder at JAG CPAs & Co. & Associate Director at Houston Blockchain Alliance

 

1 CFP, CPA, CIMA CE

 

Blockchain technology and cryptocurrencies such as bitcoin are two trending topics in the fin-tech world. Yet, few business professionals can grasp the intricacies, opportunities and challenges posed by this new technology. This sessions will give you an overview of bitcoin, blockchain technology and its impact on the society and different professions. This presentation will discuss major disruptive technologies and where blockchain currently stands; the background and timeline of crypto; what cryptocurrency is and why it's important; and real innovation.

 

Shehan is the founder of JAG CPAs & Co and leads the technology & startup niche in the practice. He is a published author, CPE instructor and a frequent technical contributor to various social media platforms. His article on “Virtual Currency and Tax Ramifications” was featured in “The Tax Adviser” magazine sponsored by the AICPA. He was one of the first CPAs to have a published article on Cryptocurrency taxation. He was awarded with the Outstanding Young CPA of the year award by Houston CPA society and has been nominated for the Rising Star Award in TX for his contribution to the CPA profession in Texas. He also serves as a fractional CFO for several startups ranging from fin-tech to space-tech and enjoy working as the Associate director of Houston Blockchain Alliance.

 

 

 

 

THANK YOU TO OUR PLATINUM PARTNER SPOTLIGHTS

 

 

               

 

 

 

 


 

Registration Fees

ONLINE REGISTRATION WILL END FRIDAY, MAY 3

 

 

FPA Members    $40

* Guests/Non Members    $75 

Season Ticket Holders    $0 (Season ticket holders must have pre-purchased the season pass for 2019) CLICK HERE to purchase

Corporate Partners    N/C (must pre-register) 


* Guests/Non-Members: Join FPA today and this meeting is free! A $75 value.  Be sure to join BEFORE you register and email your new member ID # to execdir@fpahouston.org to receive the $75 discount code.

 

 

Agenda

 

10:30 Registration, check in and networking
11:00

Welcome & announcements

11:20 Sponsor Spotlight - Bridgeway Capital Management
11:30 Session 1: The Evolving Workscape
12:20 Break I Buffet Lunch
12:40 Sponsor Spotlight - PurePoint™ Financial
12:50 Session 2: Blockchain & Cryptocurrency
1:40 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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