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Houston Chapter
3200 Wilcrest Drive, Suite 480, Houston, Texas 77042
713-526-5331, Fax 713-526-2911
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FSP Houston September News
GETTING STARTED
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 | | Mark Sorrell, President 2012-2013 |
President's Message
It is hard to believe summer is over, school has started and another Society year has begun. Last year went by fast. I really want to acknowledge the leadership of Larry Boyd, last year's president, for his tenure. Larry was a pleasure to work with. His steady, calm demeanor kept us moving in a direction to further lay a foundation for building a stronger and better Society.
This is National Insurance Awareness Month and offers a perfectly appropriate way to kick off our year. With the pending election, tax law changes and uncertain economy, insurance must be a part of our conversation with our clients as it can certainly play a very important role in protecting families and providing a very efficient source for generational planning. This is especially so this year.
Please take a few minutes to renew your membership if you have not done so already. Also, I encourage everyone to become a Key Club member if you are not one. This allows you to get a discount to our luncheons. Yes, it's that time of year to take care of all the paperwork. This really not only helps you, but also helps us in planning our monthly meetings. Thank you for tending to this.
I am excited about our year and serving as your president. The board and I welcome your input, feedback and ideas as we move forward. I know together we can continue to improve the Houston Society and build on the heritage and legacy that has been handed us.
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September 18th luncheon
11:30 TUESDAY AT MAGGIANO'S Join us for lunch at Maggiano's. Our own Leonard Weiner, with Larry J. Smith, will present Help Clients Save More Tax Dollars in the Next 3 Months Than the Amount of Income They Will Earn This Year.
Don't forget to make your reservation. |
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Fundamentals of Estate Planning
ROSANNE KAUFMANN BRINGS THE AMERICAN COLLEGE TO HCC
Thanks to the tireless efforts of Rosanne Kaufmann, the Houston Community College has embarked on a pilot project to bring the American College's ChFC curriculum to HCC's 5601 West Loop campus.
The project's initial offering is HS 330, Fundaments of Estate Planning, to be taught this fall by Charlie Calderwood, CLU. Classes begin September 19, and registration is still open. HCC plans to add one ChFC course per quarter.
For applications or more information, contact HCC office manager Chanreka Greene at 713-718-7947 or chanreka.greene@hccs.edu. |
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Thanks to Our 2011-2012 Key Club Members
THERE'S STILL TIME TO JOIN THIS YEAR
Hat's off to last year's Key Club members: Tom Archer, Gil Baker, Joan Bartel, Larry Boyd, Jo Casady, George Gee, Russell Hall, T. J. Jeter McAvoy, Larry Katz, Rosanne Kaufmann, Dick Kuriger, Judy Lullo, John McCabe, Clark McCleary, Dan McCleary, John McDounough, Brian Miller, Russ Miller, Fred Prelle, Jeff Reeter, George Reynolds, Stephen Rogers, Jack Schubert, Bill Shaw, Larry Smith, Mark Sorrell, Doug Stewart, Gib Surles, and Bill Swalick.
Key Club members prepay each meeting, and receive one free. If interested in joining this year, please contact Ellie Kennedy before the September 18th luncheon.
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