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September luncheon
Life insurance awareness month
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3300 S. Gessner Rd. Ste. 202, Houston, Texas  77063
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Society of FSP Houston  - September News

LIFE INSURANCE AWARENESS MONTH

Jo Casady
Jo A. Casady, President 2013-2014

President's Message

We are excited to kick off September with the return of Richard M. "Dick" Weber, MBA, CLU, AEP (Distinguished). Dick spoke to a packed room at the January joint NAIFA/SFSP luncheon about Glenn Neasham and his arrest and conviction for selling an annuity to a senior citizen in California. Dick's presentation was both disturbing and thought provoking. If you did not hear him speak then, please sign up for this presentation!  Dick will be covering "Life Insurance as an Asset Class".

 

I am pleased to announce that Society will be sponsoring our third consecutive CLU class in the fall! I am thrilled that Charlie Calderwald has agreed to teach again for us. Thank you both to Charlie and to Bill Swalick who taught our spring class and of course Rosanne Kaufmann who made the classes possible. The time, dates location and topic will be announced in the very near future. In the meantime, if you have an interest in the class, please contact Stephen Kirby at spkirby@sfs-lp.com.

 

I am so profoundly honored to serve as President this year and I want to thank each of you who have been members of the Houston Chapter and have served the organization so well over the years. If you look at this year's Board, you will see some new faces. It's exciting to see their interest in Society. Help me find more of these talented people! Dick Weber is a fabulous speaker. Please bring a friend, a colleague, a competitor, or a partner to our September luncheon. Let us show them the benefits Society has to offer! The Society for Financial Service Professionals has an 80 plus year history of upholding the highest ethical standards in our industry and the Houston Chapter has always been one of the strongest chapters. Please help us build on that legacy and bring a guest!

   

Dick Weber
Dick Weber

September 18 luncheon

11:30 WEDNESDAY AT MAGGIANO'S

Join us for lunch at Maggiano'sRichard M. "Dick" Weber, MBA, CLU, AEP (Distinguished), and past National President of Society of FSP will present "Life Insurance as an Asset Class."
 

1 hour CE (CFP), CE (TDI), CPE and CLE is approved. No CPE prerequisites required.


Don't forget to make your reservation. Note the date is a Wednesday.

Life Insurance Awareness Month

HOUSTON MAYOR ANNISE D. PARKER ISSUES PROCLAMATION

Declaring that Houstonians should consider the role of life insurance in achieving financial security for their loved ones, Mayor Parker proclaimed September 2013 as Life Insurance Awareness Month.

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