Upcoming 2017FPA Events
2017 Chapter Meeting Dates
January 10 Junior LeagueMarch 7 Junior LeagueMay 2 Junior LeagueAugust 8 Junior LeagueOctober 10 Junior LeagueNovember 14 Junior League
1st Annual FPA HoustonCareer Day
January 6, 2017
FPA Houston Symposium
June 13 Junior League
FPA Houston NexGen Events
January 27 FUTURE DATES COMING SOON!
FPA National Events
April 24-27FPA RetreatCHATEAU ELAN - ATLANTA GA
September 14-16FPA Annual ConferenceBE NASHVILLE 2017
www.FPAHouston.org
Letter from the 2017 FPA Houston President
Future Leaders, Engaged Members, Long-Term Corporate Partnerships
Happy New Year! I hope 2016 was successful for each and every one of you, however you choseto define success. I want to begin by expressing my gratitude and appreciation for the Board of Di-rectors in all their accomplishments in 2016. Led by President, Ben Simiskey, the Board workedhard in addressing both challenging and fundamental issues that we believe will enhance the valueof your membership within this organization. I can’t stress how impressed I am with the amount theBoard accomplished in such a short period of volunteered time, especially given the shallowbreadth of our human capital. Thank you.
As we move into 2017, I can say with a high degree of confidence, that the current Houston Boardof Directors is one of the most uniquely designed groups within FPA National. As of this writing,64% of our Board are NexGen! Add to that a clear vision of what they want their organization tolook like, and I can’t help but wonder what our chapter will be in fifteen years, let alone the nextthree.
In order for us to get there, we’ve devised a 2020 Vision which includes three main focuses:1. Building future leaders2. Building communities with engaged members, and3. Investing in healthy, long-term corporate partnerships
We believe that by focusing our time and energy in these three areas, the rest will fall into placeonce atop a solid foundation.
Now if you didn’t see this last paragraph coming, you haven’t been a member for very long. Insteadof asking you to volunteer (in any capacity you can, and preferably in an area of interest or pas-sion), I’d like to instead pose the following ridiculous statements:
● We can continue to do this alone.● We don’t need your help.● I plan to retire a Board member.● My girlfriend likes it when I talk about FPA.
I owe my career, my professional relationships, and my self-development to this organization. I en-courage each and every one of you to challenge yourselves and join in. At the very least, we’reopen to all sincere ideas in the areas in which you believe need improvement.
Sincerely,
Adam Frinsco, CFP®, CMT2017 FPA Houston President
FPA Houston
CAREER DAY 2017
FPA Houston 1st Annual Career Day
The Financial Planning Association of Houston will be hosting our 1st Annual CareerDay on Friday, January 6, 2017. We are excited about this event and we hope toconnect many firms and job seekers as we start off 2017. This event is sold out,but if you are interested in participating in the 2nd Annual Career Day (January2018) please send an email to [email protected]
What is Career Day?Career Day is a full day of networking and interviews. Our mission is to help candi-dates get employment opportunities to further their career goals and, at the sametime, help employers find their next Star to add value to their firm. There is no bet-ter opportunity for you to get significant face time with numerous prospectiveemployers/employees, network with the FPA Houston chapter members, and fur-ther the profession’s brightest minds. There are many chances throughout the dayfor networking and ad hoc interviews.
Questions? Contact [email protected]
January 6, 2017Thank you to all of our
2017 Interviewing Firms!
● BBVA Compass
● Fidelity Investments
● First Command Financial
Planning
● Franklin, Parlapiano, Turn-
er & Welch, LLC
● HFG Wealth Management
● Kanaly Trust/Mercer Advi-
sors
● MassMutual Financial
Group
● MitchellClark & Company
● Oak Harvest Financial
Group
● Park Place Financial
● Sovereign Wealth Advisors
● Strategic Advisory Services,
Inc.
● Texas Advantage Insurance
Brokerage
● Woodway Financial Advi-
sors, A Westwood Trust Co.
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
An Investment With a ReturnCFP® Certification Education Program
The Certified Financial Planner® Certification Education program teaches the core curriculum necessary to meet the ed-
ucational requirement to sit for the CFP® Certification Examination, including completion of a financial plan develop-
ment (capstone) course registered with the CFP Board. To become certified, the CFP Board requires you to meet the
following four initial certification requirements. Visit the CFP Board for details on the initial certification requirements
(known as the 4 "Es").
Learn more @ http://glasscock.rice.edu/certified-financial-planner
Classroom Format (66 Meetings)
Dates: Tuesdays and Thursdays between January 10 and December 14, Tuesday’s and Thursday’s from 6-9 p.m.
Credits: 22.8 CEUs, 272 CPEs
Rice UniversitySusanne M. Glasscock School of Continuing Studiesglasscock.rice.edu/[email protected]
Contact UsFPA HOUSTONP.O. Box 261690Plano, Texas [email protected]
2017FPA Houston
Board of Directors
PresidentAdam Frinsco, CFP®Cypress Advisory Services, Ltd.
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.
Career Development DirectorJennifer PritchardVirtual Associate
Executive DirectorMelisa Hall
Finance ManagerVicki Stone
Administrative StaffDebbie Rynas
Join FPA for an All-Member VirtualUpdate on February 1st!
Do you want to learn about all the great benefitsand programs FPA rolled out in 2016 to helpmembers grow and prosper? What is planned forthe 2017 FPA Retreat and why is it an event youwon’t want to miss? What is the FPA MemberAdvocacy Council (MAC) planning for 2017 tohelp give members a voice on regulatory andcertifying body issues that matter? Join FPA staffand leaders for an FPA All-Member Virtual Up-date on February 1st at 2 pm ET (11 am PT).This quick 30-minute webcast will bring you up tospeed on what FPA is doing for you!
Learn more and register today!
Return to Château Élan for
FPA Retreat 2017April 24-27 - Atlanta GA
www.fparetreat.org
FPA has partnered with Kiplinger to offer FPA members an extremely cost-effective subscription arti-cle program that provides members with content to better engage and support their clients, along witha private FPAKiplinger content store that provides members access to new resources for client mar-keting and educational content at special FPA rates. Learn more about this terrific program today!
https://www.onefpa.org/MyFPA/member-discounts/Pages/Kiplinger.aspx
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-be.org/register-2017/
2017 FPA Houston Season Tickets
Season Tickets Available for a Limited Time
The FPA Houston Season Ticket remains the best value ever!This is a great way to attend the FPA Houston programs in2017 at a significantly discounted price. Approximately 25+ CEcredit hours can be earned throughout the year.
2017 FPA Member Season Ticket: $220
The Season Ticket Package includes 6 chapter luncheonmeetings. A 15% SAVINGS.
The symposium is no longer offered as part of a season ticketpackage, but we will be announcing symposium pricing soonand FPA members will receive a significant discount.Individual event pricing should you not purchase the FPA ofHouston Season Ticket.
Season ticket sales will end on 3/31/16. To purchase a Sea-son Ticket or renew online, visit FPAHouston.org; click theMembers Area dropdown menu; select 2017 FPA SeasonTicket. FPA Members must log in with name and password.Season tickets apply to the 2017 calendar year.
View National FPA's Your Membership AdvantageQuarterly Discount Guide - Download your copy from
the OneFPA website
FPA Houston Member AnniversariesCongratulations to the following Houston chapter members who are
celebrating significant FPA Membership Anniversaries in...
JANUARY - FEBRUARY - MARCH
5 Years
Joshua Hebert, CFP®Beacon Financial Advisors, Ltd.
Lynne JamesLKJ Financial
Lindsey James-West, CFP®LKJ Financial
Marc Laviage, CFP®Fidelity Investments
35 Years
Robert Frater, CFP®Houston Asset Management, Inc.
25 Years
Carolyn Douglas, CFP®Integra Wealth Advisors, LLC
Joseph Rothstein, CFP®, AIMC,CRPSInternational Asset Management
15 Years
Dean Boebinger, CFP®Strategic Financial Concepts, LLC
Reba Bunt, CFP®AXA Advisors, LLC
Melinda McAlister, CFP®U.S. Trust, Bank of America
Michael Ryan, MBA, CFP®United Capital
Jon Speight, CFP®Speight Asset Management, LLC
10 Years
Frank Marrone, CFP®, CRPC®Fieldstone Financial
Kevin Nelson, CFP®Heritage Wealth Management
Diana VanHorn, CFP®Edward Jones
Ryan Vogl, CFP®Horizon Advisors
JT Wiederholt, CFP®Wealth Design Group
WelcomeNew Members
Rebekah Burns, CFP®Houston Asset Management
Thomas GentryS2K Financial
Morgan GricePartnersInWealth.com
Steven Ha
Matthew Johnson, CFP®The Financial Advisory Group
Rachel Knapp, CFP®, CPA
Bob Lamb, CFP®BKD Wealth Advisors, LLC
Steven LondonCompendium Wealth Advisors
Amanda Muse, CFP®Willis Johnson & Associates
Mark Nolet
Thao (Mandy) Pham, CFP®Stavis & Cohen Financial
Manjula Shaw, CFP®Tanglewood Legacy Advisors
Rhonda Smith
Jason Stepanik, CIMA®Legg Mason
Robert Trull
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!