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President's message
Annual meeting
Leadership slate
Leadership slate
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3200 Wilcrest Drive, Suite 480, Houston, Texas  77042
713-526-5331, Fax 713-526-2911

FSP Houston May News

FINISHING STRONG

Mark Sorrell

Mark Sorrell, President

2012-2013

President's Message

It i s hard to believe it is already May with the summer fast approaching. We have had a great spring starting out with the annual awards banquet. April's "social" was of particular interest to me as we had a great presentation on Obamacare. This topic exemplifies why I am involved in the Society. I don't know of any other place that offers the type of content and covers the breadth of subject matter that we cover at our monthly luncheons. There is so much to keep up with and it is only getting more and more complex, not less. The Society is truly unique in this sense.

 

On May 14, please join me at our Advanced Education Seminar. To my earlier point, Crady, Jewett, McCulley has put together an outstanding topical line up that has been geared for those of us in the financial services industry. The whole day should be a great learning experience. You need to register now as seating is limited.

 

Finally, we have our Annual Meeting and New Board Installation on May 21. I hope you can be with us then as well.

 

How quickly the year has gone. Thank you for all you do for the Society and more importantly for your clients and your profession.

Oscar Newton
Oscar Newton

Annual Board Meeting & Installation

11:30 MAY 21 AT MAGGIANO'S

The Society of Financial Service Professionals, Houston Chapter, will conduct its annual board meeting at Maggiano's.

  

Oscar Newton will offer Recollections and Reflections.

 

Jo A. Casady will be installed as President, along with the rest of the leadership slate for 2013-2014.

 

Advance reservations are necessary. Click here to register and for more information.

Leadership Slate

TO BE INSTALLED AT MAY 21 ANNUAL MEETING

The Houston Chapter of the Society of Financial Service Professionals presents its directors and officers for 2013-2014, including President Jo A. Casady, President Elect Russell W. Hall, Secretary/Treasurer Brian Cororve, Immediate Past President Mark Sorrell, Larry Smith, Rosanne Kaufmann, George Reynolds, John McCabe, Steve Guerra, and Mitchell Rubin.

CLU Class HS 331

Planning for Business Owners and Professionals

BEGINNING MAY 29 AT THE NEW YORK LIFE OFFICES

Society of FSP Houston is pleased to announce live local CLU classes beginning May 29 from 2 - 5 at the New York Life offices located in Phoenix Towers. Bill Swalick, CLU, ChFC, CPA, CASL, MSFS, MSM will be the instructor for HS 331, Planning for Business Owners and Professionals. The Chartered Life Underwriter (CLU) is widely recognized as the highest level of studies in the life insurance profession. Among successful insurance agents, one common factor is the CLU designation. For registration information please contact Rosanne Kaufmann at (713) 953-9900 or

rosanne.kaufmann@summitalliance.net
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