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President's message
October 16th luncheon
Mills Scholarships
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Houston Chapter
3200 Wilcrest Drive, Suite 480, Houston, Texas  77042
713-526-5331, Fax 713-526-2911

FSP Houston September News

GETTING STARTED

Mark Sorrell
Mark Sorrell, President 2012-2013

President's Message

The Society started off with a great luncheon in September. Leonard Weiner and Larry Smith, two of our own, gave us a great presentation on the "Nirvana Trust". Leonard certainly made the case we truly have a once in a lifetime opportunity to help our clients take advantage of the current estate tax and gifting laws as they currently read before the end of the year. We each need to be diligently talking to our clients before the law changes.

 

This is also the last newsletter you will receive prior to our Presidential election. I know it sounds trite to say, but I do believe this is one of the most important elections of our lifetime. I encourage everyone to exercise your right and vote. All too often we take for granted this incredible privilege afforded to us by our heritage. It is truly a right to cherish and take very responsibly.

 

I also want to thank Rosanne Kaufmann for the yeoman's work she has put into bringing the American College to HCC. This is so exciting as it will hopefully prove to be a pipeline to new members who aspire to this profession. Thank you Rosanne.

 

Lastly, for those of you who have not yet renewed your membership, please take a few minutes to do so. This truly helps you as well as the Society. Thank you.

October 16th luncheon

11:30 TUESDAY AT MAGGIANO'S
Join us for lunch at Maggiano's. Robert V. Kline, J.D., will present Cash Balance Plans: Designed for Efficiency.

Don't forget to make your reservation.
Joey Ussery
Joey Ussery, Jr., CLU, ChFC
2012 Paul S. Mills Scholarships Announced

JOEY USSERY TAKES TOP HONORS

The Foundation for Financial Service Professionals has announced the recipients of the 2012 Paul S. Mills Scholarships, including Joey Ussery, Jr., CLU, ChFC, Houston, Texas, Phillip F. Gallson, CPA, Buffalo, New York, Dennis W. Pike, Jr., CLU, ChFC, RHU, REBC, Lexington, Kentucky, Gary W. Sutter, CLU, St. Louis, Missouri, Rolf M. Winch, CLU, ChFC, Washington, D.C., and Michael A. Lundy, LUTCF, CLF, Dayton, Ohio. 

 

This prestigious honor recognizes the recipients' commitment to education, volunteerism and ethical practice. As the top qualifier, our own Joey Ussery, Jr., was also given the James L. Erb, Sr. award. This award was created by the Erb family in recognition of Mr. Erb's passion for lifelong learning.  

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