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
Why concentrated wealth exposes reporting gaps
Clients whose net worth sits largely in employer equity, private partnerships or an operating business are exactly the ones a standard portfolio management system reports on worst. The custodied account is a fraction of the picture, and assembling the rest is manual work that repeats every quarter.
Milemarker is the data infrastructure layer for wealth management, unifying custodial, entity and held-away data across 130+ systems.


