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Speaker Presentations - FPA Houston Chapter Meetings & Events

The following files have been graciously provided by our speakers for use and reference by the FPA of 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 this 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 to download speaker presentations. If you have difficulty, also try to download by right-clicking and selecting "save target as" and save to your hard drive. Please check back as additional presentations will be added as they are received.





January 23 - FPA Houston Chapter Meeting


The Federal Reserve Purposes & Functions + Economic Indicators

Donald Bowers - Federal Reserve Bank of Dallas

 Handout not available


April 30 - FPA Houston ZOOM Chapter Meeting


Impacts of the SECURE Act
Maggie Griffin, JD - Attorney at Knighton & Stone, PLLC
 Speaker Handout (PDF)






November 12 - FPA Houston Chapter Meeting



Media Mastery

Ben Lewis, FPA National Public Relations/Communications Director

A. FPA Media Mastery Training
Cheat Sheet

B. FPA Media Mastery Handout 

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

Steven Ryder - True North Networks

 Handout (PDF)


September 24 - FPA Houston Chapter Meeting



The Current State of Insurance

Carrie Ousley, CIC, CISR - Hub International Personal Insurance

 No handout available
How an Advisor Adds Value Through Behavioral Coaching
Jim Entwisle
Vanguard Financial Advisor Services
 Handout (PDF)


August 6 - FPA Houston Chapter Meeting



How You Lead is Your Brand

Justin Foster, Co-Founder of Root and River

 Handout (PDF)

Using Option Strategies for Financial Planning Solutions

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

 Handout (PDF)

May 7 - FPA Houston Chapter Meeting



The Evolving Workscape: How Shifting Dynamics, Technology Innovations, and New Employee Expectations are Shaping the Workplace of the Future

Ryan Sullivan, CFP, CLU, ChFC
Hartford Funds

 Handout I Whitepaper (PDF)

Blockchain & Cryptocurrency: Fact or Fiction?

Shehan Shandrasekera, CPA

JAG CPAs & Co & Houston Blockchain Alliance

 Handout (PDF)

March 21 - FPA Houston Chapter Meeting (CFP Ethics)


CFP Board of Standards Ethics
Bonnie Kirchner, CFP®, MST - Sea Change Financial Education

 Handout (PDF)

January 8 - FPA Houston Chapter Meeting


Understanding & Improving Investor Behavior

Jay Mooreland, MS, CFP®
The Emotional Investor

 Handout (PDF)

Investors Income Needs Are Changing: Are You Ready?

Michael Carne, CFA

 Handout (PDF)



November 13 - FPA Houston Chapter Meeting


Avoid the Beta Bubble

Jeffrey Gubala
Westwood Funds

 Handout (PDF)

Entrepreneurs' Guide to Wealth Generation, Growth & Preservation

Thais Amaral Tellawi & Saeed Tellawi
The Amaral Tellawi Legal Team

 Handout (PDF)

September 11 - FPA Houston Chapter Meeting


Financial Planner's Ethical Dominance - CFP Ethics

Jeffrey Rattiner, CPA, CFP®, MBA

Speaker Slides (PDF)
 Participant Guide - 106 pgs (PDF)
Participant Guide is for reference/review only - printing not required

August 14 - FPA Houston Chapter Meeting


The Overlooked Gap in Financial Advice

Why and how providing guidance on property & casualty insurance can help clients and advisors

Jason Moreland / Chubb Personal Risk Services

 Handout (PDF)

Opportunities in the Business Market

Will Heidbreder, JD, MBA, CPA, CLU / Principal Financial Group

 Handout (PDF)

7 Topics: A Must Have Conversation with Every Business Owner

Rick Katz / AIG Advanced Markets

 Handout (PDF)

Guide to Retirement Planning Strategies

Allianz Global Investors

 Handout (PDF)
Study Materials for Bonus CE Exam

Texas Advantage Insurance Brokerage - Sponsor Spotlight Slides

Eleanor Cooke / Jeff Shkolnick

Handout (PDF) 

June 26 - FPA Houston Financial Planning Symposium

Keynote: Expanding Your Value as a Retirement Coach
Mitch Anthony, President, Advisor Insights, Inc.
 No handout available

Keynote: An Economic & Real Estate Forecast Review of Houston

Ted Jones, Ph.D., Chief Economist, Senior VP, Stewart Title Guaranty Company

Handout (PDF)
Keynote: Preventing Cyber Crime
Jeff Lanza, Retired FBI Agent
 Hardcopy handout provided at event
Breakout Session: Expanding Your Value as a Retirement Coach WORKSHOP
Mitch Anthony, President, Advisor Insights, Inc.
Workshop Worksheet (PDF)
Breakout Session: Managing the Generational Divide in the Workplace
Nathan Harness, Ph.D., CFP®
Texas A&M University Instructional Associate Professor
Handout (PDF)
Breakout Session: Evidence-Based Investing and Overcoming Behavioral Biases
Christine Wang, CFA, CPA, Portfolio Manager, Bridgeway Capital Management
 Handout (PDF)
Breakout Session: Succession Planning - The 10 Non-Legal Questions You Must Ask!
John Rhodes, Ph.D., VP, Practice Management, CNL
 Handout (PDF)

May 1 - FPA Houston Chapter Meeting

Is Diversification Still Relevant?
Examining the Portfolio Value of Managed Futures & Other Alternative Investments After a 9 Year Equity Bull Market
Andrew John, CFA - Manager of Risk Analytics at Steben & Company
 Handout (PDF)

How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies

Derek Tharp, Ph.D., CFP®, CLU
Research Associate, & Founder of Conscious Capital

 Handout (PDF)

March 6 - FPA Houston Chapter Meeting
Investment Outlook for 2018
Lance Roberts - Chief Investment Strategist, Clarity Financial
 Handout (PDF)
The Tax Cuts & Jobs Act of 2017: What You Need to Know
Catherine Lightfoot, CPA, CHBC - PC's Healthcare Group
Handout (PDF)

January 9 - FPA Houston Chapter Meeting

Changing the Approach to College Funding Advice
Joe Messinger, CFP®, ChFC, CLU - Capstone College Partners
Trends in Philanthrophy
Renee Wizig-Barrios & Susan Zarich - Greater Houston Community Foundation



Speaker Handouts



November 7 - FPA Houston Chapter Meeting

Hurricane Harvey Recovery Process for Financial Planners
Jerry Schreiber, CPA, Schreiber & Schreiber

 Handout (PDF)

Quick Answers to Questions for Individual Hurricane Harvey Victims (PDF)
Resource List - Texas (PDF)

Re-Imagining Retirement: Thriving in the Third Page

Dr. Michael Winters, Ph.D.

 Handout (PDF)

October 10 - FPA Houston CFP Ethics Program


Practicing Ethics:  Applying CFP Board's Standards of Professional Conduct

Thomas Murphy, CFP®, AIF®

 Participant Guide / Handout(PDF)

August 8 - FPA Houston Half-Day CE Forum
The A-Z of Long Term Care
David Bond, Lincoln Financial Group
 Handout (PDF)
A Generation at Risk?Young Professionals in the 21st Century
Jason Moreland, Chubb Personal Risk Services
Handout not available
The Importance of Risk Management in a Litigious Environment
Carrie Ousley, CIC, CISR, Hub International Personal Insurance
  Handout not available
Succession Planning: A way to protect & preserve the business for future generations
Joey Ussery, CLU, ChFC, LUTCF, John Hancock
 Handout (PDF)

May 2 - FPA Houston Chapter Meeting

The Traditional Role of Fixed Income May Be Challenged
Shawn J. Mato, CFA, CAIA / Westwood Funds
 Handout (PDF)
Shattering Illusions: Which Alts Have Actually Delivered in Bull vs Bear Markets
John Dolfin, CFA / Steben & Company
 Handout (PDF)

March 7 - FPA Houston Chapter Meeting
Coaching Skills for Financial Advisors
Barbara Stewart, PCC, CFP / Accelus Partners, LLC
Handout (PDF)
Funding Long-Term Care Needs
Hayley Skeehs, SYNERGY HomeCare
Handout (PDF)

January 10 - FPA Houston Chapter Meeting
Oil & the Economy - 2017 Outlook for Energy Report
Jesse Thompson / Federal Reserve Bank of Dallas - Houston Branch
 Handout (PDF)
Business & Individual Tax Update
Austin C. Carlson, JD, CPA / Gray Reed & McGraw, PC
 Handout (PDF)
Speaker Handouts

November 8 - FPA Houston Chapter Meeting
Love, Marriage & Money
Patricia Barrett, CFP® - Lifetime Planning, LLC
Handout (PDF) 
Policy Review & Accelerated Benefit Rider Review
Levi Robinson, CFP®, CLU, ChFC -- AIG
Handout (PDF)

September 13 - FPA Houston Chapter Meeting
DOL Expands Fiduciary Definition
Sean Cunniff - Deloitte Consulting, LLP
Handout not available
Smart Beta Strategies
Stanley Black - Dimensional Fund Advisors

August 9 - FPA Houston Insurance CE Forum
Life Insurance Retirement Planning
Levi Robinson, CFP®, CLU, ChFC, RICP, FLMI
Handout (PDF)
Online & Under Attack: Guarding Your Family and Financial Assets
Hart Brown, CORP, CBCP, LPQ
Hub International
 Handout (PDF)
Insights to Action: Delivering Effective Personal Risk Management
Joe Seivertson, CIC
AON Private Risk Management
 Handout (PDF)
Planning Opportunities for Business Owners
Christy Brown, CFP®, CLU
Capitas Financial
 Handout (PDF)

June 14 - FPA Houston Chapter Meeting
CFP Ethics

CFP Ethics: Financial Planner's Ethics Dominance
Jeff Rattiner
J.R. Financial Group, Inc.
 Handout (PDF) 
March 1 - FPA Houston Chapter Meeting

Three Ways to Create Value for Clients Through
Mortgage Planning
David Bradley - Just Mortgages, Inc.
  Handout (PDF)

Trends in Equity Compensation:

What advisors need to know about the fastest growing forms of stock compensation to build their practices & serve their clients

Bruce Brumberg -

  Handout (PDF)

January 12 - FPA Houston Chapter Meeting
The Case for Frontier Market Sovereign Debt
Michael McAdams - Global Evolution USA
 Handout (PDF)
How Healthcare Will Impact Retirement
Dan McGrath - Jester Financial Technologies
 Handout (PDF)
Please contact the FPA Houston office if you would like to inquire about any presentations prior to 2016
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