don't miss your opportunity to join your peers at the fpa houston financial planning sym-...
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Upcoming 2017FPA Events
2017 Chapter Meeting Dates
May 2 Junior LeagueAugust 8 Junior LeagueOctober 10 Junior LeagueNovember 14 Junior League
Special Events
April 13 FPA Advisor ExchangeApril 19 New Member BreakfastOctober 18 New Member Breakfast
FPA Houston Symposium
June 13 Junior League
FPA Houston NexGen Events
April 21 FUTURE DATES COMING SOON!
FPA National Events
April 24-27FPA RetreatCHATEAU ELAN - ATLANTA GA
September 14-16FPA Annual ConferenceBE NASHVILLE 2017
www.FPAHouston.org
Don't miss your opportunity to join your peers at the FPA Houston Financial Planning Sym-posium on June 13, 2017 where we will explore all aspects and areas of financial planning.This conference is an exciting opportunity to hear from nationally renowned speakers andindustry experts and enjoy a day of learning, networking and mentoring.
This conference was created to expand on the education provided to local chapter mem-bers who come from a variety of backgrounds and disciplines. The FPA Houston Sympo-sium has earned a reputation as one of the best conferences in the country throughproviding high quality, technically knowledgeable speakers and excellent networking op-portunities. At this conference planners and advisors will receive the practical guidanceyou 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 spe-cific financial objectives and understand the underlying methodology.
Event Highlights● Keynote and breakout sessions - current knowledge across a variety of disciplines deliv-
ered by world-class speakers● Outstanding Exhibitors/Sponsors - the latest offerings from product and service provid-
ers and suppliers● 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. CIMA, NAPFA & TDI based
on sessions attended
Who Should Attend
Financial advisors; Insurance industry agents; Family-oriented business owners; Small andmedium sized business executives; Entrepreneurs; Investors; Attorneys; Family estateplanners; Tax professionals
Complete details and registration coming soon! @ www.FPAHouston.org
Thank You to our 2017FPA Houston Corporate Partners
PLATINUM LEVEL PARTNERS
GOLD LEVEL PARTNERS
SILVER LEVEL PARTNERS
FPA Houston Career CenterYour 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.
http://fin.tx.hou.associationcareernetwork.com
New for 2017! Something for Everyone #OneFPAFPA of Houston is launching new and exciting events in 2017 with a goal of reaching every members need and interest.
Visit www.fpahouston.org/events to see what’s coming up! New events will be added each month. We invite you to join usand get involved with your home chapter. We are #OneFPA!
Advisor Exchange Study GroupsNexGen Events
Women’s Group Luncheon’sFun Networking Events
Rewarding Volunteer OpportunitiesAnd more!
Contact UsFPA HOUSTONP.O. Box 261690Plano, Texas [email protected]
2017FPA Houston
Board of Directors
PresidentAdam Frinsco, CFP®The Advocates
ChairmanBen Simiskey, CFP®, CPA/PFSPLS Advisory, LLC
SecretaryNick LyonsThe Goff Financial Group
TreasurerJuan Munoz, CFP®The Noble Group
Membership DirectorNatalie NavellierTouchstone Investments
Education/Programs DirectorWill Goodson, CFP®Financial Synergies Asset Management
Corporate Partnerships DirectorCarrie Ousley, CICHub International Personal Insurance
Technology DirectorThao (Mandy) PhamStavis & Cohen Financial
Pro Bono DirectorDon McCurdyIndependent Financial Planning
Career Development DirectorNate Bowen, CFP®The Financial Advisory Group, Inc.
NexGen DirectorJennifer PritchardVirtual Associate
Executive DirectorMelisa Hall
Finance ManagerVicki Stone
Follow FPA Houston on Social Media!
#FPAHouston@FPA_Houston
View National FPA's Your Membership AdvantageQuarterly Discount Guide - Download your copy from
the OneFPA website
Return to Château Élan for
FPA Retreat 2017April 24-27 - Atlanta GA
www.fparetreat.org
http://fpa-be.org/register-2017/
FPA National Updates
Let your voice be heard on issues thatmatter!
FPA is proud to be the voice for practitioners and all CFP®professionals. The FPA Member Advocacy Council (MAC) isseeking input from FPA members on regulatory and certifyingbody activities, processes and initiatives. Working in coopera-tion with those bodies, the MAC is a conduit between theseorganizations and FPA members to provide them with valu-able input. If you have an opinion you want to share with theMAC, please send it via email to [email protected]
2016 FPA Annual Report is nowavailable!
From original research and conferences to the Journal ofFinancial Planning to outstanding networking, 2016 wasa year full of opportunity for FPA members to growprofessionally and personally. The new 2016 AnnualReport of the Financial Planning Association chronicleshow FPA has supported members over the past year andwhat is on tap for 2017. Access the report today to learnwhat FPA has been doing as your professionalAssociation!
FPA has the research you need to run amore successful practice
If you haven’t checked out the original research offeredby the FPA Research and Practice Institute™, you’remissing out! Over the past few years FPA has conductedresearch on everything from business growth strategiesand cybersecurity to effective client communication andadviser compensation. This is your opportunity to accessgreat research and action-packed whitepapers to makeimprovements to your business. Check out thesevaluable resources today!
FPA is excited to provide CFP® Professional members with the the newly redesigned and re-engineered FPA PlannerSearch®.
What is FPA PlannerSearch®?FPA PlannerSearch® is a website that not only provides educational content to consumers on personal financial matters, but alsohelps them find and engage CFP® professionals in their area. Through robust search functionality, consumers who are looking forfinancial planning guidance and support can search for CFP® professionals who can help.What role does FPA PlannerSearch® play for me?The site was constructed to increase the online visibility of CFP® professionals who are also members of FPA. By using bestpractices in Search Engine Optimization (SEO), social sharing, and structured data, the site increases the likelihood of CFP®members of FPA being found online through Google searches. By way of this increased visibility new business opportunities mayemerge.Who is able to participate in FPA PlannerSearch®?In order to participate, you must be an FPA member in good standing and a CFP® professional. Members are not automaticallyadded to the platform, they must opt in. To opt in, please contact the FPA Member Engagement Team [email protected]. You can also opt-in online by visiting www.onefpa.org/business-success/Pages/PlannerSearch.
Why has the platform been changed/improved?In an increasingly competitive digital landscape, CFP® professionals need to be able to be found online. The changes we havemade to the architecture of the site and search functionality will now better support our members by providing more visibility onlinewhich will lead to new business growth opportunities.What, specifically, has been done to improve the platform?As we set out on redeveloping the site and search tool, we did so with three distinct goals:First was to increase planner findability. The new website’s foundation is built from the perspective of traffic acquisition. Best prac-tices of Search Engine Optimization (SEO), social sharing, and structured data will drive the architecture of the website so mem-bers can be found more often and in more places across the web.Second was to improve usability. User experience is paramount to findability and engagement. Consumers will enjoy a stream-lined experience and be able to easily accomplish their goal of researching, contacting, and partnering with a financial plannerthat meets their unique individual needs.Third was to expand accessibility. Users seeking to find a financial planner from their desktop, tablet, or smartphone will be treat-ed to a seamless user experience at their convenience. This will drive increased traffic, interactions, client leads and – ultimately –help members grow their businesses.What are some of the new features?There are a couple new features that you should definitely pay attention to:
· Now every planner has a unique URL path to their profile on FPA PlannerSearch®. That means you can share your pro-file on the site with anyone by simply providing the URL. It is advisable to provide a link to your profile on your website,blog, and any other way you can be found online.
· Your profile now has a “My Links” section where you can share other places where you are found online. You can sharelinks to recent media appearances, news items where you appear, personal blog posts, and much more. This section inparticular is very important to helping drive SEO for your profile so be sure to keep it up to date with your latest links!
· Your profile also has a “Brochures” section where you can provide brochures and other content specific to your business.
· Also, when a consumer searches for a planner, they will be provided an interactive map where they can view CFP® pro-fessionals within proximity to them. So just because someone may be viewing another planner from your immediate ar-ea, they will now be able to quickly check out your profile as well.
As always, you can get assistance by contacting a member of the FPA Member Engagement Team [email protected].
FPA Houston Member AnniversariesCongratulations to the following Houston chapter members who are
celebrating significant FPA Membership Anniversaries in...
APRIL - MAY - JUNE
10 Years
George ForneaExxonMobil
Jeff Kacal, CFP®Mercer Advisors
Kaitlin Yardley, CFP®Schaeffer Financial
5 Years
Lauren Rich, CFP®Linscomb & Williams
35 Years
Nat Levy, CFP®TLC Wealth Management, Inc.
Scott Swanson, CFP®Swanson Vann of Raymond James
25 Years
Diane Halloway, CFP®, CPA/PFSDavis & Associates
20 Years
William Maxey, CFP®
Dennis Stavinoha, CFP®, CLU, ChFCDennis Stavinoha, Inc.
15 Years
Stephen Benotti, CFP®, CRC®Wells Fargo Advisors, LLC
Cole Campbell, CFP®The AdvocatesFPA Houston Past President
William Frisco, CFP®Verde Wealth Group
Wendy Korman, CFP®, CPA/PFSWEB Korman CPA, PLLC
James Lyon, CFP®LPL Financial-Woodlands WealthBuilders
Shannon Pike, CFP®Tanglewood Legacy Advisors, LLCFPA National PresidentFPA Houston Past President
Steven Schoger, CFP®FSI Advisory Group, Inc.
WelcomeNew Members
Scott Bishop, CFP®, CPA/PFSSTA Wealth Management
Sheldon Black
Justin BrownUniversity of Houston
Joseph Dyal, CFP®Franklin, Parlapiano, Turner &Welch, LLC
Peggy Faulk
Jacquelyn Girling, CFP®Westwood Trust
Douglas Malone
Audrey Petrash, CFP®Stegent Equity Advisors, Inc.
Martha Robinson, CFP®SilverOak Financial
Karen SotallaroHouston Asset Management, Inc.
Kristen Villarreal
FPA Member Benefits
membership.onefpa.org/benefits
As an FPA member, you gain access tothe expert resources, advocacy initiatives
and networking opportunities. Visit theFPA National website to view a full is of
your valuable membership benefits!
