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

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.






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



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

Association Management Software Powered by YourMembership  ::  Legal