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FPA Houston Financial Planning Symposium
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 Export to Your Calendar 9/23/2020 to 9/24/2020
When: September 23 & 24
To be announced
Where: Virtual (ZOOM)
Houston, TX 
United States
Contact: FPA Houston

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FINANCIAL PLANNING
SYMPOSIUM ACTIVE LINKS COMING SOON!
 AGENDA
SPEAKERS & TOPICS
2020 PARTNERS
ZOOM DETAILS!

EVENT FAQ'S

CONTACT US

Due to the guidance from our government officials regarding the COVID-19 Pandemic, and so that we have sufficient time to plan a top quality event, we have made the decision to transition our Fall Symposium to a 2-day Virtual Conference to be held on September 23rd & 24th. We are proud to bring you the FPA of Houston's 2020 Fall Symposium, where you can secure continuing education credits, learn from leading experts in the comfort of your home or office, and receive networking opportunities, door prizes through fun online polls, hear brilliant messages from our partners throughout the event, as well as in the virtual exhibit hall, on how they can bring value to your firm, and more!


The FPA Houston Virtual Symposium will feature:


  • Nationally Acclaimed Speakers

Key experts will discuss timely topics and provide thoughtful leadership across many areas of financial planning and practice management.


  • Learn

Earn CE credits through topics designed to support lifelong learning. These credits will be delivered through live virtual webinars. (Recordings for later viewing will not be available).

 

  • Format

Registrants will be able to log in to the sessions of your choice over 2 days. You will be able to view session slides, select speakers via computer cameras, participate in fun online polls, and post questions via chat. 

 

  • Registration Fees

The fee to register will be $125 for FPA members, and $200 for non-members.
Season ticket holders are pre-paid and no additional payment is due, however, we season ticket holders are still required to register online to reserve their ticket.



Credits & Pricing
 

CE Credits:  We will be applying for CFP®, CPA, CIMA CE credits; as well as TDI CE for sessions that qualify for Texas Dept of insurance CE.  Details on the number of credits available will be announced - please check back for CE updates.

 

 Registration Fees Through 9/22/20

Online registration coming soon

 FPA Members   $99
 Non-Members  $169
 Full-time Students
 Must be enrolled full time in a College or University
 $10
 2020 Season Ticket Holders - pre-paid
 2020 FPA Houston Corporate Partners
 Pre-registration required
 $0
Cancellation Policy:  The registration fee is refundable for cancellations received in writing at execdir@fpahouston.org prior to September 11, 2020 minus a $30 administration fee.  No refunds will be granted after September 11, 2020.



 

 


    

 

 


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
  





 

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