Print Page   |   Sign In   |   Register
Community Search
Speaker Presentation & Handout Materials
Share |

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.

 


 

2018

 

 

 

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

www.texas-advantage.com

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, Kitces.com & 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
 Handout (PDF)
Trends in Philanthrophy
Renee Wizig-Barrios & Susan Zarich - Greater Houston Community Foundation
 Handout (PDF)

2017

 

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
  Coming soon!
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)
2016  
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
 Handout (PDF)

 

August 9 - FPA Houston Insurance CE Forum
 
Life Insurance Retirement Planning
Levi Robinson, CFP®, CLU, ChFC, RICP, FLMI
AIG
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 - MyStockOptions.com

  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)

2015
Speaker Handouts
November 10 - FPA Houston Chapter Meeting
Personality Driven Financial Coaching
Jay Mooreland, MS, CFP® - The Emotional Investor
N/A
Economic Review of 2015 and Outlook for 2016
Dorothy Weaver - CEO, Collins Capital
Handout (PDF)
September 8 - FPA Houston Chapter Meeting
Social Security: Maximizing Your Client Benefits
Doug Lindsey, CFP® - MGM, LLC
Handout (PDF)
Planning Your Estate Around Your Business Entity: Owner's Exit Strategies
Sterling A. Minor - Sterling Minor Law
Handout (PDF)
August 11 - FPA Houston Insurance CE Forum
Insuring Your Exit (and Continuity) Plan
Mark Desiderio - Ryan Insurance Strategy Consultants
Handout (PDF)
Indexed Universal Life
Matt Fowler, CLU - Lincoln Financial Distributors, Inc.
Handout (PDF)
Understanding & Protecting Your Clients' Passions
Maggie Reynolds - Chubb Group of Insurance Companies
N/A
Protecting Your Retirement with Life Insurance & IRA Wealth Transfer Strategies
Levi Robinson, CFP®, CLU, ChFC, RICP, FLMI
American General Life Companies
Handout (PDF)
June 9 - FPA Houston Chapter Meeting - CFP Ethics
CFP Ethics - Creating Ethical Habits & Increasing Trust in the Financial Planning Profession
Eric Sawyer, CFP, MS -Director of Financial Planning with the Department of Personal Financial Planning (PFP) at Texas Tech University
N/A
March 3 - FPA Houston Chapter Meeting
Private Real Estate Investments
Stewart Hsu -CoFounder & COO of Conti Organization
Handout (PDF)
Advocacy & Coordination of Care for Older Adults
Mindy Legler Jones -Pyxis Care Management
Handout (PDF)
February 10 - FPA Houston Chapter Meeting
Physical and Mental Aspects of Aging: Impact on Retirement and Planning
Michael Finke, Ph.D., CFP®
Texas Tech University Personal Financial Planning
N/A
Cash Flow Planning & Strategies
Melissa Tosetti - Financial Lifestyle Expert
Author, Teacher, Speaker and Founder of The Savvy Life Magazine
Handout (PDF)
January 12 - FPA Houston Chapter Meeting
ETF Strategies
Dan Waldron, ETF Strategist, Senior Vice President -First Trust
Handout (PDF)
Market Outlook 2015: How to spot bubbles, avoid market crashes and earn big returns
Meb Faber, Co-Founder & CIO
Cambria Investment Management
Speaker Provided Book
Handout - N/A
Please contact the FPA Houston office if you would like to inquire about any presentations prior to 2015
execdir@fpahouston.org
Association Management Software Powered by YourMembership  ::  Legal