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FPA Houston Financial Planning Symposium – SPRING 2016

April 21, 2016
7:30 AM – 4:30 PM

New Location! Norris Conference Center – Houston City/Centre
803 Town & Country Blvd. Suite 210
Houston, TX 77024

Don’t miss your opportunity to join your peers at the FPA HOUSTON Financial Planning Symposium on April 21 where we will explore all aspects and areas of financial planning, asset management and succession planning 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 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 practice and clients. 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, featuring Business Transition Advisors own Daniel M. Zugell, LUTCF, CLU, ChFC, speaking on Employee Stock Ownership Plans – Defending & Growing Your Practice
« 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

« CE credits: Attendees can earn CE credits for CFP, CPA. CE credits based on sessions attended

Who Should Attend

« Financial advisors;  Insurance industry agents;  Family-oriented business owners; Small and medium sized business executives;  Entrepreneurs;  Investors;  Attorneys;  Family estate planners;  Tax professionals

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