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FPA Houston Half-Day Insurance/CFP CE Forum
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When: August 8
11:00 AM - 4:05 PM
Where: Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall

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FPA Houston Chapter Meeting - August 8

Half Day CFP & Insurance CE Forum




CE: 4 CFP, 4 CPA & 4 TDI (Sircon) Insurance Credits (1 CE granted for each session attended)

Online registration will close at 10:00 am, August 7.


The A-Z of Long Term Care (LTC)


David Bond - Lincoln Financial Group

Lincoln Financial will be the CE provider for all CE credits relating to this session:  TDI, CFP, CPA & CIMA CE.  You will be required to fill out a Lincoln Financial CE form in order to receive CE.  


Many people are concerned about how they will pay for long term care costs.  The first step in long term care planning is to understand the risks that everyone faces.  And to understand how likely it is that an individual may need long term care.  This course will discuss the cost of long term care and the client's options for long term care protection.  After attending this course the advisor will be better prepared to have the long term care discussion and put a strategy in place for their client.


Learning objectives:

  • Client concerns: change in government laws & coverage landscape; diminishing employee benefits; rising health costs; increased life expectancy.
  • Risk of retirement.
  • Need of long term care: current needs vs future needs.
  • Cost of long term care: specific details on costs and misconceptions on how to pay for LTC.
  • LTC client planning & options.

A Generation at Risk? Young Professionals in the 21st Century


Jason Moreland - Chubb Personal Risk Services


Advisers have an enormous opportunity to focus on a group that constitutes approximately one-sixth of all Americans: the 53 million born between 1981 and 1992. Of this cohort, nearly 15 million have incomes of more than $100,000 per year. Many of these individuals, however, are not adequately protecting their present and future wealth from mitigatable risks. As the baby boomers die off, these young professionals will also become the largest cohort in the population. Thus, advisers must seek their trust, not to just increase their business now, but to have a client base in the future. This presentation explains advisers’ opportunities to provide emerging wealthy professionals with the counsel, risk management advice and insurance instruction they need to protect their present or future wealth.


Learning objectives:

  • Demographics of this Young Professional Cohort.
  • The Young Professionals’ Attitude Towards Risk.
  • Insurance Exposures that Can Lead to Wealth At Risk.
  • The Cohort’s Approach to Finances and Financial Planning.
  • How to Gain this Cohort’s Trust and Business.

The Importance of Risk Management in a Litigious Environment


Carrie Ousley, CIC, CISR - Hub International Personal Insurance

The Importance of Risk Management in a litigious environment.  Exposure to the risk of lawsuits has increased tremendously, especially with the excessive use of social media by everyone, especially our children.  We will be taking a look at what exposures most of us have, right at home, on social media & based upon our lifestyles, and what steps we can take to help mitigate that risk.

Discussion topics to help our clients make life changes to help lower their risk exposure and provide opportunities for them to help them find the appropriate coverage for their inevitable risk vulnerabilities.


Learning objectives:

  • Risk vulnerabilities and awareness.  What you don't know....CAN hurt you!
  • Social media risks for you and your children.
  • Risk vulnerability right at home that most families are not aware of.
  • Prevention and protection tools. Protecting you and your family from what could be a devastating tragedy.




Succession Planning: A way to protect and preserve the business for future generations


Joey Ussery, CLU, ChFC, LUTCF - John Hancock
FPA will be the CE provider for CFP, CPA & CIMA CE.  John Hancock will be the CE provider for Insurance (TDI) or this course.  A separate sign in/out form will be required in order to receive CE.  


During this course, Mr. Ussery will present key concepts of concern to small business owners, and will be discussing ways to protect and preserve the business for future generations.  This session will address the importance of key employees, different types of buy-sell agreements, and how to ensure changes in business relationships - death, disability, retirement - issues are addressed.  


Learning objectives:

  • The import topics to discuss with business owner clients.
  • Defining key concepts and learning by example.
  • How to address business succession issues with clients.
  • Better understanding of how changes in business relationships such as death and disability affect the remaining owners or heirs and business value.
  • Gain a better understanding of issues facing your business owner clients, how to start a conversation to address these issues, and ways to improve.




Thank you to our FPA Houston Platinum Sponsor Spotlights






FPA Members $40
Guests/Non Members $60
Season Ticket Holders N/C (must pre-register)
Corporate Partners N/C (must pre-register)   




11:00 Registration, check in and networking
11:30         Welcome, announcements
Sponsor Spotlight - Texas Advantage Insurance Brokerage
11:55 The A-Z of Long Term Care
12:45 Break
12:55 Sponsor Spotlight - Hub International Personal Insurance
1:05                 A Generation at Risk? Young Professionals in the 21st Century
1:55 Break
2:05                      The Importance of Risk Management in a Litigious Environment
2:55 Break
3:05 Succession Planning: A way to protect & preserve the business for future generations
4:05 Meeting adjourned - Thanks for coming!






























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