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Welcome to the website for the Arklatex Chapter of the Financial Planning Association, serving financial planners and allied professionals throughout northwest and northeast Louisiana, southern Arkansas, and east Texas.

Being a member of the ARK-LA-TEX FPA Financial Planning Association (FPA) has been a very rewarding experience for me. I enjoy attending meetings and learning about the latest changes in the Financial Planning Profession as well as networking with other CERTIFIED FINANCIAL PLANNER™ Practitioners, CPAs, Attorneys and Insurance Professionals.

As 2014 Chapter President, I will do my best to provide our members and guests the best value for their money. We are planning some excellent meetings with exceptional speakers, and we plan to offer two (2) hours CFP® Continuing Education credit at almost every meeting. We look forward to reaching out to our community in a variety of ways this year. We have enjoyed a long partnership with Junior Achievement, and we are making plans for Financial Planning Week in October. We are especially pleased with our continued partnership with The Times by providing weekly Financial Fundamentals columns to our community.

FPA is a valuable resource to members, keeping us informed with the latest news from Washington and throughout the Financial Planning industry.

If you are not yet a member of the ARK-LA-TEX Chapter  FPA and are a CFP®, insurance professional, attorney or CPA who supports the Financial Planning profession, I urge you to attend an upcoming meeting. At the very least you will learn something new, plus you will have an opportunity to meet some wonderful people.

Havard Lyons
Charlton Havard Lyons
President 2014


Membership Applications

Become a member today!

 

For National Membership Application CLICK HERE (PDF format)


2014 Board of Directors

FPA OF THE ARK-LA-TEX
www.FPA-Arklatex.org
Email: lanemeador5766@bellsouth.com

President
Charlton Havard Lyons IV CFP®
2280Ameriprise Financial
738 North Ashley Ridge Loop
Shreveport LA 71106

Email: charlton.h.lyons@ampf.com

Ethics/Government Affairs Director
Glen Burns CFP®
GBS Fin. Advisors LLC
400 Travis Street, #600
Shreveport, LA 71101

Email: hgburns@gbsfa.com

   

President-Elect

Past President
Raymond Horton, ChFC
Horton Financial Services
120 N Hardwick Dr
Shreveport, LA 71111

Email: ray@hortonfinancial.com

Secretary
Maureen O'Neal CFP®
Ameriprise Financial
738 Ashley Ridge Loop
Shreveport, LA 71105

Email: maureen.oneal@ampf.com

   

 

 

Membership Director
Raymond Horton, ChFC
Horton Financial Services
120 N Hardwick Dr
Shreveport, LA 71111

Email: ray@hortonfinancial.com

Programs and Sponsors Director
Wendell T. Whetstone CFP®
Ameriprise
7330 Fern Ave. Ste 1001
Shreveport LA 71105

Email: Wendell.t.whetstone@ampf.com

   

Pro Bono Director
Nancy K. Nelson CFP®
GBT Investments
6350 Venecia Drive
Bossier City, LA 71111

Email: nnelson@gibslandbank.com

   

Treasurer
Matthew Kimbrough
Argent Financial Group
333Texas Street, Suite 699
Shreveport, LA 71101

Email:mkimbrough@argentfinancial.com

 

 

 

   

Administrator / Webmaster
Patricia L Meador
147 Chelsea Drive
Shreveport, LA 71105-4205
Phone (318) 286-2278

Email: lanemeador5766@bellsouth.com


2014 CHAPTER MEETING SCHEDULE

Ark-La-Tex Chapter Financial Planning Association

General Membership Meetings are held 11:30 - 1:30 p.m. at Ralph & Kacoo's Seafood Restaurant.
1700 Old Minden rd, Bossier City, LA unless otherwise noted. Special event value-added sessions will be shown on the website as dates, time, and location become available.


Board of Directors meetings are held at 4:00 p.m. at the location specified


Tuesday - January 14, 2014
Sponsor: J. P. MORGAN
Speaker: Eric Kless, Vice-President, Client Advisor,
Program: JPMorgan’s Guide to Retirement
Shreveport 11:30 a.m. to 1:30 p.m.
The Shreveport Club | 410 Travis Street, Shreveport, LA

February 12 Board of Directors 4:00 p.m.

Tuesday - March 18, 2014
Sponsor: COLUMBIA MANAGEMENT
Speaker: Kent Harrison, Regional Vice President, Columbia
Program: "Understanding and Planning for Social Security, Medicare and Governmental Benefits"
COCKTAIL/SOCIAL HOUR from 6:00 p.m. – 7:00 p.m
Copeland's of New Orleans
1665 East Bert Kouns Industrial Loop
Shreveport, LA
DINNER and PROGRAM: 7:00 p.m. - 9:15 p.m.

April 9 Board of Directors 4:00 p.m.

Tuesday - May 13, 2014
Sponsors: GOLDMAN SACHS
Speaker: Evan Recht
Program: "INVESTING IN US ENERGY INDEPENDENCE"
Shreveport 11:30 a.m. to 1:30 p.m.
Ralph & Kacoo's Seafood Restaurant | 1700 Old Minden Rd, Bossier City, LA

July 9 - Board of Directors 4:00 p.m.

Wednesday - August 13, 2014
Sponsor:
Speaker: Timothy B. Crain
Program: SUCCESSION PLANNING FOR FINANCIAL SERVICES
Ralph & Kacoo's Seafood Restaurant, Bossier City, LA
Social Hour: 6:00 p.m. Dinner: 6:30 - 8:30 p.m.

Tuesday - September 9, 2014
Sponsor: JACKSON NATIONAL
Speaker: Robert Vashko
Program:
Shreveport 11:30 a.m. to 1:30 p.m.
Ralph & Kacoo's | 1700 Old Minden Rd, Bossier City, LA

October 8 Board of Directors 4:00 p.m.


Sponsor:
Speaker: Stephanie Creswell
Program:
Shreveport 11:30 a.m. to 1:30 p.m.
Savoie's | 2441 E. 70th St., Shreveport, LA

Wednesday - November 12, 2014
Sponsor: AMERICAN CENTURY
Speaker: James Walden
Program:
Shreveport 11:30 a.m. to 1:30 p.m.
Ralph & Kacoo's, Bossier City | 1700 Old Minden Rd, Bossier City, LA


December 10 | Board of Directors 4:00 p.m.

Our goal is to provide at least two (2) hours of CFP continuing education
credit for each event

For Information Contact:
Patricia L. Meador, FPA Arklatex Chapter Administrator
Tele (318) 286-2278
Email Chapter Administrator
lanemeador5766@bellsouth.net


 

The Arklatex Chapter Financial Planning Association
is pleased to introduce its website sponsors

FPA CHAPTER SPONSORSHIP OPPORTUNITIES - CLICK HERE!

Arklatex Chapter · www.fpa-arklatex.org · Administrator (318) 286-2278
147 Chelsea · Shreveport LA 71105-4205 ·


JP Morgan


American Funds


Core


TransAmerica


Oppenheimer Funds


Goldman Sachs Asset Management


Jackson National Life
Jackson National Life
Steve Straughan / Telephone (214) 208-9838
Steve.staughan@jackson.com
Website www.Jackson.com


Invesco

REGGIE BREAUX

1-800-337-4246


Fidelity

Eric Kless | Regional Vice President
Fidelity Advisor Funds & 401(k)
Louisiana & Mississippi Institutional Services

Cell 504.913.7539 | Voice 800.481.6961 | Eric.Kless@FMR.com


Prudential
Richard Porter | Regional Vice President

Cell 225.284.1143 | Richard.Porter@Prudential.com


FPA CHAPTER SPONSORSHIP OPPORTUNITIES - CLICK HERE!

 

The Oaks of Louisiana FPA Meeting September 14, 2010

click HERE for photos


Junior Achievement Day classes at Central Elementary School in Shreveport

click HERE for photos


Members of Arklatex Chapter
Financial Planning Association
give back many times over to their community
in these various service endeavors:


JUNIOR ACHIEVEMENT

PROVIDENCE HOUSE

SPEAKERS BUREAU

NEWSPAPER WEEKLY COLUMNS

FINANCIAL PLANNING WEEK EDUCATION

PRO BONO SERVICES TO VICTIMS OF NATURAL DISASTERS

PRO BONO MILITARY PERSONNEL FINANCIAL SERVICES