The Society of FSP's mission is to advance the professionalism of credentialed members in diverse disciplines so that they may better serve their clients' financial needs.
For more than 75 years, members of the Society of Financial Service Professionals (FSP) have been helping individuals, families, and businesses achieve financial security. With a strong commitment to providing financial services with integrity, the Society's nearly 20,000 members nationwide are uniquely qualified to assist the public in reaching their short- and long-term financial goals. Society members can provide expert advice on wealth accumulation, wealth preservation, and wealth transfer, as well as a wide variety of other financial topics, from business compensation planning and employee benefits to charitable planning and tax issues. Society members have earned - or are working towards - one or more of the most highly respected professional credentials in the financial services industry. They belong to a multidisciplinary organization of financial professionals that requires career-long education and adherence to high ethical standards, and they agree to be bound by a code of conduct that puts the interests of their clients above their own.
Register for Society of FSP Houston Luncheon http://conta.cc/1Fln9oL
Understanding Living Benefits and Long-Term Care Riders Please join us for our October Luncheon @ Maggiano's Houston!
Register for Society of FSP Houston Luncheon http://conta.cc/1Fln9oL
conta.cc Please join us for our October Luncheon @ Maggiano's Houston!
Register for Society of FSP Houston Luncheon http://conta.cc/1Fln9oL
conta.cc Please join us for our October Luncheon @ Maggiano's Houston!
September 17th, 2015 Society of FSP Welcome Back Event -- Hurry!
Register for Society of FSP Houston Annual Meeting - Tuesday, May 19, 2015 http://conta.cc/1IvruEr
conta.cc Ann Baker Ronn, LUTCF
Just a few highlights from our April 21st lunch meeting. Dick Kait of Protective Life gave a fantastic presentation of Tax and Life Insurance Planning Ideas.
Society FSP Houston President Larry Smith with our March Speaker, Joe Ross of AIG
Have you registered for our Advanced Education Seminar? Sign up by April 23rd and earn up to 6 hours CE/CLE credit for only $85.00! Details below, and registration here: https://events.r20.constantcontact.com/register/eventReg?llr=jivioehab&oeidk=a07eaqtd9c6edea0075&oseq
Registration is now open for the Society's Annual Advanced Education Seminar, which will be held on Thursday, May 7th. Register at before April 23rd and for an early registration discount. For more details, visit https://events.r20.constantcontact.com/register/eventReg?llr=jivioehab&oeidk=a07eaqtd9c6edea0075&oseq=
SFSP Houston Luncheon Tuesday, April 21st http://conta.cc/1DEVa1G
conta.cc 1 Society of Financial Service Professionals - Houston has entered into an agreement with the Texas State Board of Public Accountancy to meet the requirements of CPE rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physi…
Registration is now open for the Society's Annual Advanced Education Seminar, which will be held on Thursday, May 7th. Register at before April 23rd and for an early registration discount. For more details, visit https://events.r20.constantcontact.com/register/eventReg?llr=jivioehab&oeidk=a07eaqtd9c6edea0075&oseq=
2015 Woody Woodson Award Banquet
We had a great turnout at last month's Annual Woody Woodson Award Banquet! More pictures to come soon.
Annual Woody Woodson Award Banquet #Fsp
SFSP Houston Advanced Education Seminar http://conta.cc/1BHCJaf
Register for Society of FSP Houston Luncheon March 17, 2015 http://conta.cc/17OGpef
conta.cc Joe Ross, VP Sales Productivity and Business Development, AIG Life and Retirement
Register for 2014 Woodson Award Banquet http://conta.cc/1IHzIWT
conta.cc Benjamin E. 'Woody' Woodson Award, Clark McCleary Scholarship
We hope you'll join us for our next meeting on Tuesday, November 18th at Maggiano's! We're thrilled to welcome our speaker, Alex Howard, who will discuss "Executing an Effective Succession Plan." Follow this link below for details and registration.
events.r20.constantcontact.com Alex W. Howard, CFA, ASA
[10/20/14] President's Message - October 2014
SFSP Houston Luncheon Oct. 21st http://conta.cc/10iZgdK
conta.cc 1 Society of Financial Service Professionals - Houston has entered into an agreement with the Texas State Board of Public Accountancy to meet the requirements of CPE rules covering maintenance of attendance records, retention of program outlines, qualifications of instructors, program content, physi…
We are so excited about tonight's Welcome Back Happy Hour at the Tasting Room Uptown Park! If you haven't already RSVP-ed, let us know you'll be coming by clicking on the link below.
events.r20.constantcontact.com Join us at the Tasting Room - Uptown Park as we kick off an exciting 2014 - 2015!
SFSP Houston Luncheon Sept. 16h http://conta.cc/1zShBJk
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SFSP Houston Welcome Back Happy Hour
[08/27/14] President's Message - August 2014
Members of the Society FSP Houston Board of Directors met earlier this month to plan an exciting list of programs for 2014-2015. Details on the September meeting coming soon!
SFSP Houston Newsletter http://conta.cc/18oZ7Tb
conta.cc For many of us in the financial services industry, Social Security income tends to be an afterthought. Let's be honest....for most of our clients seeking the professional advice of an estate planner, attorney or CPA, Social Security will be a relatively small portion of their retirement income. And…
Register for Society of FSP Houston Luncheon 11/19/13 http://conta.cc/1gRs691
conta.cc Tony Leal, CFP and Joe Hooker, CIMA
SFSP Houston Newsletter http://conta.cc/198KIfr
conta.cc As I write, I am watching the clock on my television tick down to a federal government shutdown. Budget talks are incredibly complex and historically don't hinge on one issue, yet this looming shutdown appears to do just that. The House has proposed a new budget allowing the government to continue t...
Register for Society of FSP Houston Luncheon 10/15/13 http://conta.cc/171gbOE
SFSP Houston President Jo Casady and September luncheon speaker Dick Weber. Dick is the 2012 - 2013 President of SFSP National and a favorite guest.
Society FSP - Houston's cover photo
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