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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)

FPA OF THE ARK-LA-TEX
www.FPA-Arklatex.org
Pat Meador, Administrator
(318) 286-2278

lanemeador5766@bellsouth.com

President

Ethics/Government Affairs Director

Charlton Havard Lyons IV CFP®
2280Ameriprise Financial

738 North Ashley Ridge Loop
Shreveport LA 71106
Email:
charlton.h.lyons@ampf.com
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 Membership Director
Maureen O'Neal CFP®
Ameriprise Financial

738 Ashley Ridge Loop
Shreveport, LA 71105
Email:
maureen.oneal@ampf.com
Raymond Horton, ChFC
Horton Financial Services

120 N Hardwick Dr
Shreveport, LA 71111
Email:
ray@hortonfinancial.com
Programs and Sponsors Direcor Treasurer
Wendell T. Whetstone CFP®
Ameriprise

7330 Fern Ave. Ste 1001
Shreveport LA 71105
Email:
Wendell.t.whetstone@ampf.com
Matthew Kimbrough
Argent Financial Group

333 Texas Street, Suite 699
Shreveport, LA 71101
Email:
mkimbrough@argentfinancial.com
Pro Bono Director Administrator / Webmaster
Nancy K. Nelson CFP®
GBT Investments

6350 Venecia Drive
Bossier City, LA 71111

Email:
nnelson@gibslandbank.com
Patricia L Meador
147 Chelsea Drive
Shreveport, LA 71105-4205
Phone (318) 286-2278
Fax (318) 869-1603 (Call before sending)

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 The Shreveport Club, Shreveport LA
410 Travis St, Shreveport, 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 | Bossier City, LA Shreveport, 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 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.
The Shreveport Club | 410 Travis Street, Shreveport, LA

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

Tuesday - November 11, 2014
Sponsor: 
Speaker: 
Program: 
Shreveport 11:30 a.m. to 1:30 p.m.
The Shreveport Club | 410 Travis Street, Shreveport, LA

 

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

Our goal is to provide at least TWO 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

| 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