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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
Sept 23, 8:00 AM - Sept 24, 4:30 PM
Where: Virtual (ZOOM)
Houston, TX 
United States
Contact: FPA Houston


Online registration is available until: 9/22/2020
« Go to Upcoming Event List  


 

 

 

     

 Jeffrey Levine, CPA/PFS, CFP®, AIF®,
CWS®, MSA


Lead financial planning nerd at Kitces.com

Director of Advanced Planning at
Buckingham Wealth Partners

 

Estate Planning in the Modern Age

 

 Carolyn McClanahan, M.D., CFP®

 

Founder

Life Planning Partners

 

 

 

Financial Planning in the World of COVID

 

 Ben Carlson, CFA

 

Director of Institutional Asset
Management - Ritzholtz Wealth
Management

 

 

Surviving & Thriving in the

New World of Financial Advice


We are going virtual!

 

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. The FPA of Houston's 2020 Symposium has been the Houston chapter's premier event for 20 years.  This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.  No matter where you are in your career or how you practice, you will find stimulating content and sessions relevant to you.  Plan to join us from the comfort of your home or office for  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!  Click here to view the schedule.

 

Each attendee also receives a SWAG BOX in the mail with enjoyable swag items provided by our generous partners!

 

We invite all attendees to join our partners at the close of the symposium for a virtual MIXOLOGY HAPPY HOUR where we will mix, make and shake our favorite drinks. Cocktails Done Right will show us all how to mix the drinks, FPA will mix the people!  Nathan Taylor from Cocktails Done Right has perfected his craft in the art of bartending and is a 3 time world champion bartender.  Nathan will join us for a virtual mixology instructional class where you will learn how to make four classic cocktails.  View the agenda to learn more about what you can expect at this unique experience.  



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).  Attendees can receive up to 9.5 CFP®, CPA, CIMA CE credits based on sessions attended.  

 

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

In light of the current environment and financial strain we know many businesses are experiencing, we are aiming to keep registration fees as low as possible. Therefore, we are happy to announce that registration fees for this 2-day conference are significantly lower than in previous years. The fee to register will be $99 for FPA members  I   $169 for non-members  I   $10 for full time students enrolled in a University.  Only members who pre-purchased the symposium as an original part of their 2020 package should select the season ticket holder rate.  The season ticket option DOES NOT apply to the regular season ticket package.


 

 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 
 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.

 

 


    

 

2020 PARTNERS

 

Our events would not be possible without the generous support of our partners.  We invite you to learn more about our partners and encourage you to visit with them to learn more about their products, services and how they can help you and your firm.  Click on each partner's logo to learn more!

 

 

 

 Double Platinum Partner

 

 

 

 

Platinum Partners

 

     

 

 

Gold Partners

 

       

 

 

Silver Partners

 

     

 

   

 

 

2020 Supporting Sponsors

 

   

 

 

 

 


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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