An advisor with Sucré-Vail Wealth Advisors since 1997, Henry Vail II works with physicians and families in a range of wealth planning services, including financial and estate planning. Selected as a 2011 Five Star Professional Wealth Manager by Texas Monthly Magazine, Henry E. Vail II maintains membership with the Financial Planning Association (FPA) as part of his commitment to estate planning expertise.
Dedicated to advancing the financial planning profession and advocating for its value, the Financial Planning Association is based on the core values of stewardship, relationships, integrity, and competence. To ensure that its members act in the best interest of their clients, the FPA also established a code of ethics and a board of directors that reviews possible violations and spreads awareness of the code, which includes tenets such as fairness and confidentiality.
The Financial Planning Association also offers a number of professional education opportunities in addition to its Journal of Financial Planning. The centerpiece of its education program is the annual FPA conference, the largest gathering of certified financial planning professionals. A three-day event, the conference is designed to provide attendees with practical strategies and knowledge they can immediately apply. With tabletop exhibits and keynote and general session speakers, the event also gives attendees an opportunity to consult with top industry coaches for practice advice. The 2015 annual conference is scheduled for September 26-28 in Boston, Massachusetts.
Dedicated to advancing the financial planning profession and advocating for its value, the Financial Planning Association is based on the core values of stewardship, relationships, integrity, and competence. To ensure that its members act in the best interest of their clients, the FPA also established a code of ethics and a board of directors that reviews possible violations and spreads awareness of the code, which includes tenets such as fairness and confidentiality.
The Financial Planning Association also offers a number of professional education opportunities in addition to its Journal of Financial Planning. The centerpiece of its education program is the annual FPA conference, the largest gathering of certified financial planning professionals. A three-day event, the conference is designed to provide attendees with practical strategies and knowledge they can immediately apply. With tabletop exhibits and keynote and general session speakers, the event also gives attendees an opportunity to consult with top industry coaches for practice advice. The 2015 annual conference is scheduled for September 26-28 in Boston, Massachusetts.