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FPA Houston Financial Planning Symposium
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6/6/2019
When: June 6
8:00 AM - 4:30 PM
Where: Junior League of Houston
1811 Brian Oaks Ln
Houston, TX  77027
United States
Contact: FPA Houston
713-518-1785


Online registration is closed.
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FPA HOUSTON
FINANCIAL PLANNING
SYMPOSIUM
 AGENDA
SPEAKERS & TOPICS
2019 SPONSORS

Play Sponsor Bingo for a chance at a $250
Amazon gift card!
MAP & DIRECTIONS
Google Maps
EVENT VENUE &

ACCOMMODATIONS

EVENT FAQ'S

CONTACT US

ONLINE REGISTRATION ENDS: 5 PM, JUNE 4


Don't miss your opportunity to join your peers at the FPA of Houston Financial Planning Symposium on June 6, 2019 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. #FPAHOU19

 

VIEW FULL AGENDA

 

   

Travis Parry

 

Speaker I Author I Coach  travisparry.com

 

Bridging the Relational Gap: How to Serve Married Clients with Relationship Challenges (Keynote)

 

The Productivity Myth: Work/Life Balance (Breakout)

 


 


Derek Tharp, Ph.D., CFP®, CLU

 

Lead Researcher, Kitces.com & Assistant Professor of Finance at the University of Southern Maine

 

How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies (Keynote)

 

Insights from the First Kitces Research Study on the Real Financial Planning Process (Breakout)

 

 

 

Karen Vaughn

 

Author, National Speaker, Advocate for Veterans and a stronger, more resilient America

 

Honor the Sacrifice - Living a Life That Really Matters

   

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®

 

Director of Retirement Research at Carson Wealth and Finance Professor of Practice at Creighton University's Heider School of Business


Rewirement: Improving Retirement Income Outcomes by Embracing Behavioral Finance Best Practices


 

 

 

Be sure to participate in the Sponsor Bingo game for a chance to win a $250 Amazon gift card or a
2020 FPA Houston Season Ticket!

 

       


Event Highlights


  • Keynote and breakout sessions - current knowledge across a variety of disciplines delivered by industry leading speakers 
  • Professional Exhibitors & 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 5 CE credits for CFP, CPA. CIMA, + 2 TDI  


Who Should Attend


  • Financial advisors; family-oriented business owners; small and medium sized business executives;  entrepreneurs; investors;  attorneys; family estate planners; tax professionals

 

Event Contact

  • Event/Sponsor Information:  Melisa Hall - execdir@fpahouston.org or 713-518-1785


 

 


    

 


Event Pricing - Online Registration Ends 5 pm, June 4


 

FPA Members

 

$195

 

2019 Season Ticket Holders
(Must have pre-purchased a 2019 season pass)

 

$175

 

Non-Members/Guests

JOIN FPA TODAY to receive the discounted FPA member rate!

When you join during the month of April use promo code: APRIL19 to save an additional $200 off your membership dues!

 

 

$275

 

 

Full Time Students
(Must be enrolled full time in a University and/or Certified CFP Course)

 

$50


FPA Houston Refund Policy

Cancellations received by midnight, May 31 will receive a refund, minus a $25 administrative fee. No refunds can be given after this date due to the contract and commitment we have with the venue. To request a refund email: execdir@fpahouston.org.



 

 

 

 

 

 


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
  





 

more Calendar

10/23/2019 » 3/27/2020
2020 FPA Houston Season Ticket Application

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