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CANCELLED: FPA Houston Chapter Meeting
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3/24/2020
When: March 24
10:30 - 1:20
Where: Hess Club
5430 Westheimer Ct.
Houston, TX  77056
United States
Contact: FPA Houston
713-518-1785


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This event has been cancelled  

 

In light of the recent news and updates related to COVID-19, the local FPA leadership has decided that it is in the best interest of our members to suspend all planned events at this time.  Some of this decision is of our own accord and some is complying with the rules of the venues that were to host our events.

 


  

Join us on March 24th for our next FPA chapter meeting!

  


*SECURE Act Overview & Implications

 

During this presentation, we will review the provisions of the SECURE Act and discuss various implications for advisors. This Act broadly touches many aspects of all types of retirement plans. In particular, we will review the implications to the various types of retirement plans.  The multiple employer plan landscape could be changed significantly, presenting new opportunities for advisors and advisory firms. Changes to eligibility and automatic enrollment provisions could impact plan design considerations.  We will explore how changes to the safe harbor and plan implementation rules can offer more flexibility for employers implementing retirement plans. Many of the changes will be a positive change for employers and employees, but we'll look at potential administrative implications as well. 


*Exact title and description subject to minor changes




Assisting Older Clients with Psychological Transitions

 

Michael Winters, Ph.D. 

Retire to Vitality

1 CFP, CPA, CIMA CE

 

Financial planners often develop deep trusting relationships with their clients.  Clients may seek consultation beyond monetary matters, yet few financial planners have the training or experience to provide appropriate assistance on psychological issues.  This program will explore the variety of psychological transitions that older clients may face.  The primary focus will be on retirement, but it will also discuss grieving, cognitive decline, and 'psychological legacy' as concerns that financial planners may encounter in their older clients. This highly interactive program will utilize exercises, case discussions, and a question/answer period to facilitate attendee learning and maximize meeting the needs of each attendee.  Attendees will be able to:

  • Identify 4 attributes related to successful retirement transition (relationship satisfaction, adequate time management, mattering, and purpose)
  • Describe appropriate responses to a grieving client
  • Explain the concept of 'psychological legacy'
  • Recognize signs of cognitive decline


With over 30 years of experience in speaking, providing consultations and conducting workshops, Michael Winters has been a teacher, administrator, and a psychologist.  He retired as director of the Rice University Counseling Center in 2011 and began providing retirement transition consultations and coaching, among other services.  As a leader in professional organizations related to psychology and the search for life's meaning, he continues to give back to multiple communities.  Michael loves teaching and telling stories.  He is a Moth Story Slam champion.  His proudest achievement is grandfathering.

 

 

 

 


 

Registration Fees

 

$40 - FPA Members

$75 - Guests/Non Members

$0 - Season Ticket Holders (Season ticket holders must have pre-purchased the season pass for 2020)

$0 - Corporate Partners (must pre-register) 

 

 

Agenda

 

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

Welcome & Announcements  

11:20 SECURE Act
12:10 Break & Buffet Lunch
12:30 Assisting Older Clients with Psychological Issues
1:20 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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