Spring 2015 Newsletter

Spring 2015 Newsletter

Upcoming FPA

Meetings & Events

2015 Chapter Meeting Dates

June 9 - Junior League - CFP Ethics August 11 - Junior League

September 8 - Junior League November 10 - Junior League FPA Houston Financial Planning Symposium

May 6 - Westin Galleria Houston

FPA Breakfast Study Groups

June 16 August 18 September 15 October 20 November 17

Special Event Dates

May 28

FPA Houston Happy Hour

FPA National Events

FPA NexGen Gathering June 19-21 - Richardson, TX FPA BE: Boston

September 26-28

www.fpahouston.org

FPA Houston Financial Planning Symposium

Westin Galleria Houston - May 6, 2015

Don't miss your opportunity to join your peers at the FPA Houston Financial Planning Symposium on May 6 where we will explore all aspects and areas of financial planning, asset management and insurance industry trends. This conference is an exciting op-portunity to hear from nationally renowned speakers and industry experts and enjoy a day of learning, networking and mentoring. Our conference was created to expand on the education provided to local chapter members and guests who come from a variety of backgrounds and disciplines. The FPA Houston Symposium has earned a reputation as one of the best conferences in the country through providing high quality, technically knowledgeable speakers and excellent networking opportunities. At this conference planners and advisors will receive the practical guidance you need to develop the most effective planning strategies for your clients. Explore the latest planning tools, their us-es and their nuancus-es. Learn how to help your clients incorporate the right mix of plan-ning vehicles, achieve specific financial objectives and understand the underlying methodology.

Event Highlights

CE keynote and breakout sessions - current knowledge across a variety of dis-ciplines delivered by world-class speakers

Up to 30 Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers

Inspiring and informative guest speakers at the keynote sessions Door prize drawings in the afternoon with our generous sponsors

Networking with top financial planners and industry vendors for new friendships and partnerships

Keynote Speakers

FPA Houston Financial Planning Symposium

REGISTER ONLINE @ WWW.FPAHOUSTON.ORG

Keynote Speakers

Carl Richards, CFP® Director of Education for BAM ALLIANCE

Tim Maurer, CFP®

Director of Personal Finance for BAM ALLIANCE

MODERATOR

Steve Heck, CFA

Eaton Vance Distributors, Inc.

PANELISTS

Russell Price, CFA Bruce Bittles Brian J. Scott, CFA

David Steinbach The Behavior Gap: How to Change the World The Narrative Imperative:  Understanding Your Story and  Helping Your Clients Find Theirs Live Audience Investment Presentation  with Leading Investment Minds

Managed Futures - An Investment Guide to Consider Positioning Advice

Opportunities in Global Real Estate Investing Economic & Market Outlook

Economic & Stock Market Outlook 2015 Benefits of Active Passive

FPA NexGen Gathering

June 19 - 21, 2015

The University of Texas at Dallas

Richardson, TX

Facilitated by Joe Pitzl, CFP®, Cheryl Holland, CFP® and Patrick Dougherty, CFP®

Building Community

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering Friday, June 19 - 21, 2015 at The University of Texas at Dallas in Richardson, Tex. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting.

We welcome all members of the financial planning community to join the conversation and experience the pulse, passion and vision of the next generation of financial planners.

Financial planning thought leaders, Joe Pitzl, CFP®_{; Cheryl Holland, CFP}®_{; and Patrick Dougherty, CFP}® _{will be facilitating the} event! Check out the FPA NexGen YouTube video to learn more about the FPA NexGen community for young professionals.

Learn more and register online at

onefpa.org/community/nexgen/gathering

FPA Houston

Your destination for exciting Financial Planning job opportunities and the best resource for qualified candidates within the Financial Planning Industry.

Searching for a job within your industry? We feature various Financial Planning jobs.

Looking to fill a position?

This job board is custom tailored for the Financial Planning industry, which means we attract the most qualified professionals in Houston.

FPA

OF

H

OUSTON

V

OLUNTEER

O

PPORTUNITIES

, S

PRING

2015

Connect the Dots/Game of Real Life

PURPOSE

The aim of this pro bono opportunity is to provide an avenue for economically disadvantaged students to break the cycle of poverty.

APPROACH

Provide middle school students the knowledge, experiences, vision, motivation and tools to become career and college ready. Methodology includes special in-school topics, after school enrichment activities, career expo and after school classes in ca-reer selection, college planning and financial education. Culmination is participation in the two day, experiential Game of Real Life.

VALUE THAT FPA MEMBERS CAN PROVIDE

Let me count the ways!! We are all about life planning, whether it be money management, investments, insurance, taxes, employee benefits, retirement, or related subjects. Every FPA member brings beneficial knowledge to the table.

PROGRAM DETAILS

Over 100 students from Patrick Henry Middle School began this program in January and will conclude with the Game of Real Life on July 1-2, 2015.

During and after the regular school day, these students will learn about careers, college, life skills and financial “smarts.” Career mentors will enable students to talk with professionals and get a much broader view of what is possible.

Extensive financial education is provided at the conclusion of the spring semester to prepare the students for The Game (and for real life).

The Game of Real Life is an award winning, experiential event which involves students “aging” from 19 to 26 in 1-1/2 hour per year increments while interviewing for jobs, working, going to college, maintaining financial state-ments and participating in activities of daily life (paying bills, paying taxes, buying a car, a house, insurance, etc.).

This program was developed by Financial Mentors of America (FMA) with the intent of having it accepted by Houston area school districts and then beyond Houston. Community involvement is critical (individuals and pro-fessional, business and governmental organizations).

CRITICAL

NEED FOR FINANCIAL AND RELATED PROFESSIONALS

Manage All Aspects of the “Financial Planning Business

FPA Houston will manage the Financial Planning Business for the Game of Real Life on July 1-2. This busi-ness audits student financial statements (cash flow and net worth) for all students throughout the Game. On the first day we will conduct about eight speed interviews per manager, and hire and train our intermediate

school “employees.” The first couple of “years” of life (19 and 20 years of age) will also be experienced. The other six “years of life” and game wrap up will be experienced during the second day.

Throughout the game, we “keep tabs” on our employees but also help them (and other students in the Game) with their financial spreadsheets and questions. We are “working managers.”

Training for managers will be provided.

Location is Patrick Henry Middle School, 10702 E. Hardy Rd (east of the Hardy Toll Road and south of Little York).

FPA Houston volunteers are welcome to participate both days, one day or any of the four half-day sessions.

Subject Matter Experts

In late-May and early-June FPA volunteers (and others) are needed to train instructors, so they have adequate knowledge in the areas of banking, taxes, insurance, real estate, college funding, car buying, 401(k) and general financial planning.

Many of the instructors will be certified school teachers but there may be other adults or college students partici-pating. Most teachers will need help mastering the financial materials they are being asked to teach.

There may be opportunities for FPA volunteers to actually serving as instructors.

SIGN UP ONLINE TO VOLUNTEER @ WWW.FPAHOUSTON.ORG/EVENTS

For more information, contact: Don McCurdy, FPA Houston Pro Bono Chair

[email protected] l 281-770-5690

FPA Houston Member Anniversaries

Congratulations to the following Houston chapter members who are

celebrating significant FPA Membership Anniversaries in...

APRIL - MAY - JUNE

15 Years

Terry Albin, CFP® Ameriprise Financial Thomas Archer, CLU, ChFC Elite Marketing Group Heidi Davis, CFP® Linscomb & Williams Norman Davis, CFP®, CPA Linscomb & Williams Richard Gable, CFP®

Houston Police Officers Pension System Therese Green, CFP® Morgan Stanley

10 Years

Thomas Brandino, CFP® Frost Bank Sharon Callender, CFP® UBS Financial Services, Inc. Marshall Cobb, CRSP, AIF CAPTRUST Financial Advisors Ian Harris, CFP®

Heritage Wealth Management William Lee, CFP®

Elfam Investments Company, LLC Joseph Seivertson, CIC

AON Private Risk Management Insurance Agency, Inc.

5 Years

Sara Watts Evan Carpenter Jerred Crumley, MSFP, CFP® R.W. Baird Jason Erwin Prudential Stephen Greene Charles Jackson Zunaira Khalid Jordan Lally, CFP® IMG Financial Group, Inc. Alexis Long

Willis Johnson & Associates Edward Mullen

Raman Singh Halee Watel PartnersInWealth

W

elcome New Members

30 Years

Stephen Adell, CFP®

Adell Harriman &Carpenter Peggy Lyon, CFP® Ameriprise Financial

25 Years

Neville Smith, CFP® Neville K. Smith, Jr., PC

20 Years

Laura Nagle Bruce Wise, CFP®, TGPC Williams Financial Group of Kingwood

.

REFER A MEMBER

GET REWARDED

Help grow the FPA

com-munity by referring

col-leagues through the

Member-Get-A-Member

program.

Representing financial planners and issues affecting planner practices are primary objectives of the Financial Planning Association. To enhance our efforts, the FPA-PAC was created as the federally registered political action committee of FPA, the only registered PAC on Capitol Hill representing the interests of the financial planning profession.

By contributing to the FPA-PAC fund, you're helping support candidates for the United States Sen-ate and House of Representatives — primarily incumbents, regardless of political party — who have demonstrated previous support of issues FPA believes critical to advancing the profession.

To contribute to FPA-PAC visit:

www.fpanet.org/member/govt_relation/fpa_pac.cfm

2015 FPA Houston Board of Directors

Chairman Kurt Box, CFP®, AIF, MS

Cypress Advisory Services, Ltd.

President

Michael Misner, CFP®, MBA, CLU, ChFC®, CRPC, APMA, CMFC

Ameriprise Financial

President Elect Ben Simiskey, CFP®, CPA/PFS

PLS Advisory, LLC

Secretary Will Goodson, CFP®

The Legacy One Group

Treasurer

Carrie Ousley

Hub International Personal Insur-ance

Membership Director Mike Middendorf, CFP®

Alpha Cubed Investments

Education/Programs Director Adam Frinsco, CFP®

Cypress Advisory Services, Ltd.

Symposium Director Matt Caire, CFP®, CMT

Houston Trust Company

Corporate Partnership Director

Chris Behan Charles Schwab

Technology Director Frank Marrone, CFP®, CRPC

Sunbelt Securities, Inc.

Pro Bono Director

James Don McCurdy Independent Financial Planning NexGen Director Allen Kozel Asst. To Janet J. Montgomery, CFP®, CWS®

2015 FPA Houston

Breakfast Meetings

FPA Houston is revamping the chapter breakfast meetings

(formally the case studies) for 2015!

New Location! More space! Hub International Offices near the Galleria

New Pricing! FPA Members - FREE! Guests $20

New Dates! April 21 June 16 August 18 September 15 October 20

November 17

Look for details on these events to come in early 2015. We hope to see you there! If you are interested in speaking or sponsoring a breakfast meeting please contact FPA at [email protected]. Thank you to Hub for sponsoring the location.

Contact Us

FPA Dallas/Fort Worth

P.O. Box 261750 Plano, Texas 75026‐1750 972.747.0407 [email protected]

FPA Houston Networking Happy Hour

May 28 - 4:00 - 6:00 PM

The Goose’s Acre Bistro & Irish Pub

Join us for a FPA Networking Happy Hour! All members and guests are invited to the FPA happy hour at Goose's Acre in The Woodlands on May 28 from 4:00 - 6:00 pm. Appetizers and drinks will be provided by Nationwide Financial.

Thank you to our event sponsor!

RSVP online @ www.fpahouston.org

Thank You to our 2015

FPA Houston Corporate Partners

PLATINUM LEVEL PARTNERS

GOLD LEVEL PARTNERS

SILVER LEVEL PARTNERS

FPA HOUSTON DOUBLE

Foundation for

Financial Planning

The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the fi-nancial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities. The Foundation helps bring national organizations together to provide FREE financial education and planning to underserved populations via Financial Planning Days throughout the U.S. To learn more about the Foundation for Financial Planning or how you can contribute, visit its website at www.foundation-finplan.org or call 770-938-1110 - Jim Peniston, Executive Director