Spring 2015 Newsletter

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1 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 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 opportunity 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 uses and their nuances. Learn how to help your clients incorporate the right mix of planning vehicles, achieve specific financial objectives and understand the underlying methodology. Event Highlights CE keynote and breakout sessions - current knowledge across a variety of disciplines 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 FPA National Events FPA NexGen Gathering June Richardson, TX FPA BE: Boston September 26-28

2 FPA Houston Financial Planning Symposium REGISTER Keynote Speakers 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 Carl Richards, CFP Director of Education for BAM ALLIANCE Tim Maurer, CFP Director of Personal Finance for BAM ALLIANCE Keynote Speakers MODERATOR Steve Heck, CFA Eaton Vance Distributors, Inc. 6 Outstanding Breakout Sessions PANELISTS Russell Price, CFA Bruce Bittles Brian J. Scott, CFA David Steinbach 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

3 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 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

4 FPA OF HOUSTON VOLUNTEER OPPORTUNITIES, SPRING 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 career 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, 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 statements 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 professional, 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 business 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.

5 Training for managers will be provided. Location is Patrick Henry Middle School, 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 participating. 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 For more information, contact: Don McCurdy, FPA Houston Pro Bono Chair mccurdjd@hal-pc.org l

6 FPA Houston Member Anniversaries Congratulations to the following Houston chapter members who are celebrating significant FPA Membership Anniversaries in... APRIL - MAY - JUNE 30 Years 15 Years Stephen Adell, CFP Adell Harriman &Carpenter Terry Albin, CFP Ameriprise Financial Peggy Lyon, CFP Ameriprise Financial Thomas Archer, CLU, ChFC Elite Marketing Group Welcome New Members 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 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 community by referring colleagues through the. 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 Member-Get-A-Member program. Joseph Seivertson, CIC AON Private Risk Management Insurance Agency, Inc. ONEFPA.ORG/MEMBERSHIP 5 Years Sara Watts

7 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 Senate 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: FPA Houston Breakfast Meetings 2015 FPA Houston Board of Directors FPA Houston is revamping the chapter breakfast meetings (formally the case studies) for 2015! New Location! More space! New Pricing! Hub International Offices near the Galleria 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 We hope to see you there! If you are interested in speaking or sponsoring a breakfast meeting please contact FPA at execdir@fpahouston.org. Thank you to Hub for sponsoring the location. Contact Us FPA Dallas/Fort Worth P.O. Box Plano, Texas execdir@fpadfw.org Chairman President President Elect Secretary Treasurer Membership Director Education/Programs Director Symposium Director Corporate Partnership Director Technology Director Pro Bono Director NexGen Director Kurt Box, CFP, AIF, MS Cypress Advisory Services, Ltd. Michael Misner, CFP, MBA, CLU, ChFC, CRPC, APMA, CMFC Ameriprise Financial Ben Simiskey, CFP, CPA/PFS PLS Advisory, LLC Will Goodson, CFP The Legacy One Group Carrie Ousley Hub International Personal Insurance Mike Middendorf, CFP Alpha Cubed Investments Adam Frinsco, CFP Cypress Advisory Services, Ltd. Matt Caire, CFP, CMT Houston Trust Company Chris Behan Charles Schwab Frank Marrone, CFP, CRPC Sunbelt Securities, Inc. James Don McCurdy Independent Financial Planning Allen Kozel Asst. To Janet J. Montgomery, CFP, CWS

8 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

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10 FPA HOUSTON DOUBLE PLATINUM PARTNER PLATINUM LEVEL PARTNERS GOLD LEVEL PARTNERS SILVER LEVEL PARTNERS Thank You to our 2015 FPA Houston Corporate Partners

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12 Foundation for Financial Planning Foundation-Finplan.org The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial 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 or call Jim Peniston, Executive Director

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