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The following files have been provided by our guest speakers for use and reference by the FPA Houston membership.  Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on the material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented. Please click on the links provided to download the presentations. If you have difficulty you can also try to download by right clicking on the file link and select "save target as" to save to your hard drive. Feel free to check back often for additional presentations.

 

 

2020

 

 

August 11 - FPA Houston ZOOM Chapter Meeting


Turning Political Questions into Productive Investing Dialogues
Ben Phillips, CFA - Chief Investment Officer - EventShares

 

Personal Cyber Protection Coverage
Corey Donbar - Assistant VP, Market Development - HSB, Reinsruance Partners for Cincinnati Insurance Company

 

 

June 11 - FPA Houston ZOOM Chapter Meeting


Current Strategies & Options for Health Insurance
Sharon R. Luker, LTC Planning Consultants

 

Avoiding Nursing Home Poverty: How to be a HERO to your clients and their families

Handout materials: PART 1 / PART 2
Joy C. McNair, McNair Law Group, PLLC

 

 

April 30 - FPA Houston ZOOM Chapter Meeting

Impacts of the SECURE Act
Maggie Griffin, JD - Attorney at Knighton & Stone, PLLC

 

 

January 23 - FPA Houston Chapter Meeting

The Federal Reserve Purposes & Functions + Economic Indicators

Donald Bowers - Federal Reserve Bank of Dallas

 




2019



November 12 - FPA Houston Chapter Meeting

Media Mastery

Ben Lewis, FPA National Public Relations/Communications Director

I) FPA Media Mastery Training Cheat Sheet   II) FPA Media Mastery Handout


How to Protect Against a Data Breach & Steps to Take Should One Occur

Steven Ryder - True North Networks


September 24 - FPA Houston Chapter Meeting

The Current State of Insurance

Carrie Ousley, CIC, CISR - Hub International Personal Insurance


How an Advisor Adds Value Through Behavioral Coaching
Jim Entwisle, Vanguard Financial Advisor Services

 

 

August 6 - FPA Houston Chapter Meeting

How You Lead is Your Brand

Justin Foster, Co-Founder of Root and River


Using Option Strategies for Financial Planning Solutions

Jim Murphy, CFP®, CAIA® - Innovative Portfolios, LLC & Sheaff Brock Investment Advisors, LLC

 

 

May 7 - FPA Houston Chapter Meeting

Blockchain & Cryptocurrency: Fact or Fiction?

Shehan Shandrasekera, CPA - JAG CPAs & Co & Houston Blockchain Alliance

 

 

March 21 - FPA Houston Chapter Meeting (CFP® Ethics)
CFP® Board of Standards Ethics
Bonnie Kirchner, CFP®, MST - Sea Change Financial Education

 

 

January 8 - FPA Houston Chapter Meeting

Understanding & Improving Investor Behavior

Jay Mooreland, MS, CFP® - The Emotional Investor


Investors Income Needs Are Changing: Are You Ready?

Michael Carne, CFA - Westwood Funds

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