FPA of Houston Annual Symposium 2026

FPA of Houston Annual Symposium 2026

Date

October 8, 2026

Time

All Day

Location

Houston, TX

FPA of Houston Annual Symposium 2026

October 8, 2026 · Houston, TX

The Houston chapter's annual symposium is a one-day event and the chapter's flagship gathering. Houston's planning community has a distinctive tilt — concentrated executive compensation, energy-sector equity, and closely held business wealth — and the programming tends to reflect the clients local advisors actually serve.

Who attends

CFP professionals and planners across the Houston metro, including associate advisors and operations staff, plus regional vendor partners and chapter sponsors.

What's on the agenda

  • Technical planning across tax, retirement and estate

  • Concentrated stock, executive compensation and business owner planning

  • Investment and economic outlook

  • Continuing education for CFP professionals

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Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.