Society FSP - Houston

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.

Understanding Living Benefits and Long-Term Care Riders

Register for Society of FSP Houston Luncheon Oct. 6, 2015!

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!

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Register for Society of FSP Houston Luncheon

Register for Society of FSP Houston Luncheon http://conta.cc/1Fln9oL

conta.cc Please join us for our October Luncheon @ Maggiano's Houston!

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Register for Society of FSP Houston Luncheon

Register for Society of FSP Houston Luncheon http://conta.cc/1Fln9oL

conta.cc Please join us for our October Luncheon @ Maggiano's Houston!

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September 17th, 2015 Attend Society of FSP Welcome Back Event -- Hurry!

September 17th, 2015 Society of FSP Welcome Back Event -- Hurry!

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Register for Society of FSP Houston Annual Meeting - Tuesday, May 19, 2015

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=

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SFSP Houston Luncheon Tuesday, April 21st

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

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

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SFSP Houston Advanced Education Seminar

SFSP Houston Advanced Education Seminar http://conta.cc/1BHCJaf

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Register for Society of FSP Houston Luncheon March 17, 2015

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

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Register for 2014 Woodson Award Banquet

Register for 2014 Woodson Award Banquet http://conta.cc/1IHzIWT

conta.cc Benjamin E. 'Woody' Woodson Award, Clark McCleary Scholarship

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Woodson Award Banquet Save the Date

Woodson Award Banquet Save the Date http://conta.cc/1zhKlwl

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Society of FSP Houston Luncheon November 18, 2014

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

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SFSP Houston Luncheon Oct. 21st

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…

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Society of FSP Houston Welcome Back Happy Hour

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!

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SFSP Houston Luncheon Sept. 16h http://conta.cc/1zShBJk

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Join us for drinks Sept. 11th 5:00 - 7:00 PM

SFSP Houston Welcome Back Happy Hour

SFSP Houston Welcome Back Happy Hour

Join us for drinks Sept. 11th 5:00 - 7:00 PM

[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!

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SFSP Houston Newsletter

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…

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Register for Society of FSP Houston Luncheon 11/19/13

Register for Society of FSP Houston Luncheon 11/19/13 http://conta.cc/1gRs691

conta.cc Tony Leal, CFP and Joe Hooker, CIMA

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SFSP Houston Newsletter

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...

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Register for Society of FSP Houston Luncheon 10/15/13

Register for Society of FSP Houston Luncheon 10/15/13 http://conta.cc/171gbOE

Click here to create a sub-title for your post. Tom Foster

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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Location

Telephone

Address


3300 S Gessner Rd, Ste 202
Houston, TX
77063
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