FPA Houston

December 2017 Newsletter

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FPA Houston 2nd Annual Career Day - Find Your Next All-Star!

JANUARY 11, 2018

Are you a firm that is looking to find your next advisor, associate planner or intern?

Or, are you a job seeker looking for a great opportunity?


If yes, then CAREER DAY is for you. Several deadlines and qualifications apply, and you must respond and sign up by December 12th. Space is limited and this event will fill up and sell out. Full details and a list of deadlines can be found online: http://bit.ly/2mNQkgC

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2018 FPA Houston Events

Save these dates - great events are being planned for 2018!

View our online calendar for additional dates that we will be adding soon.


  • January 9th - Chapter Luncheon Meeting
  • January 19th - NexGen Lunch Series
  • February 15th - NexGen Happy Hour
  • March 6th - Chapter Luncheon Meeting
  • May 1st - Chapter Luncheon Meeting
  • June 26th - FPA Houston Financial Planning Symposium
  • August 14th - Half-Day CE Forum
  • September 11th - Chapter Luncheon Meeting
  • November 13th - Chapter Luncheon Meeting

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Save the Date! JUNE 26, 2018

FPA Houston Financial Planning Symposium

Save the date and plan to join us at the Junior League of Houston for the annual FPA Houston Symposium on June 26th. This event will feature industry leading speakers, CE credits, and timely topics. If your firm is interested in becoming a sponsor please email execdir@fpahouston.org for more information.

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2017 FPA Houston Partner of the Year

On November 14th, 2017 FPA of Houston proudly presented the Corporate Partner of the year award to Texas Advantage Insurance Brokerage. Jeff Shkolnick accepted the award on behalf of the firm. Texas Advantage Insurance Brokerage has been a loyal Partner of the Houston chapter for over 13 years; and Mr. Shkolnick has been a member of the FPA for over 30 years. We are extremely pleased to present this award to Texas Advantage and to thank them for their generous support and involvement in our chapter. To learn more about Texas Advantage and the services they offer visit their website at: http://www.texas-advantage.com

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Recap of Harvey Financial Recovery Boot Camp

On Saturday, November 11, 2017, FPA of Houston, along with five other organizations conducted an event at UH Main Campus aimed at helping families and individuals deal with the ramifications of Hurricane Harvey. The event consisted of opening ceremonies (including key note by "Mattress Mack"), six breakout sessions, one-on-one consultations and a final joint session with a panel of experts to wrap up and answer questions. Topics were in the areas of personal financial planning, real estate, legal, tax and insurance, all tailored to hurricane recovery. Our thanks to every individual and organization that was instrumental in organizing this event that had such a positive impact on many people's lives.

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Access FPA member discounts for Group Dental & Vision, Group Long Term Disability, and Group Term Life. National FPA member log in required. CLICK HERE

Welcome New Members!

View National FPA's TOP 10 Membership Benefits & Discounts!

Sidney Avila - Texas A&M University
Danika Haselden, CFP® - Vaughan Nelson Investment Management

Yonghui 'Lay' Huang, CFP® - Stavis & Cohen Financial
Kimberly Malakoff - Hub International Personal Insurance
Stephen McGee, CFP® - Paragon Financial Advisors
Justin Nnabuife - Texas A&M University
Reece Richey - Texas A&M School of Public Health
Paul Schuder - Texas A&M University
Matthew Seale, CFP® - Edward Jones
Leslee Walker - Russell Investments

Devaron Yates - Wealth Development Strategies, LLC

Congratulations on Your Member Anniversary!

10 Years

J. Derek Finley, CFP® - Mercer Advisors


5 Years

Susan Strong

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Refer New Members. Lower Your Dues. Help Grow FPA

Through FPA’s Member-Get-a-Member Program, your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn how when you refer a member between September 1 and December 31, 2017, your rewards will double!
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FPA Retreat 2017 Recorded Sessions Now Available

We’re excited to announce the FPA Retreat 2017 conference recordings are now available. Don’t miss this opportunity to view cutting edge content and earn continuing education (CE) credits. Access the FPA Retreat 2017 sessions now!

We hope to see you at next year's event and encourage you to register for FPA Retreat 2018, returning to the Wigwam in Phoenix, April 23-26, 2018.

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Are you connecting with your peers on FPA Connect?

Have questions about a planning issue? Need guidance from your peers on a critical business challenge? Well, look no further than the All-Member Open Forum on FPA Connect. This online community is bringing together thousands of our financial planning peers who are eager to share their thoughts and best practices on a wide variety of issues important to you. Access FPA Connect and the All-Member Open Forum today!

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Thank you to our 2017 Platinum, Gold & Silver Partners!

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