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FPA Houston Advisor Exchange (Estate Planning)
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5/21/2019
When: May 21
11:30 - 1:00
Where: 920 Memorial City Way
1st Floor Conference Rm
Houston, Texas  77024
United States
Contact: FPA Houston
713-518-1785


Online registration is closed.
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FPA Houston Advisor Exchange

 


Online registration is now closed.  Join us on June 4th for the next Advisor Exchange!


 

Join us for a study group setting to discuss ways to build a financial accountability plan into your next big goal, and see the difference it makes! If you want to improve your chances of success, use the power of accountability.  Topic for May: Estate Planning

 

This event does not include CE, however, you can use the content to take the Journal CE and receive 1 credit

 

Read This Month's Issue of the Journal of Financial Planning
Estate Planning / Journal of Financial Planning:  While it’s certainly true that the topic of estate and overall end-of-life planning is not something most of us want to think about, failing to plan for the inevitable is an all-too-common mistake. A 2017 survey by Caring.com found that only 42 percent of U.S. adults have estate planning documents in place. This month’s Content Focus offers estate planning resources to help financial planners assist clients in managing their assets and protecting their families when they are gone.  Read more - National FPA member log in required to access the Journal.

 

Estate Planning Digital Assets 101: How to Account for Digital Assets in Estate Plans

 

 

 

 

Registration cost includes lunch from Corner Bakery

 

 

FPA Members:  $10   I     Non-Members:  $20

 

 Content Just For You

 

 
Future Dates & Topics of Discussion

 

June 4:  Diversity / Inclusion

September 10:  Behavioral Finance

October 15:  Regulatory Updates / Fiduciary

November 19:  Next Generation of Planners and Clients

 

 

 


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