Welcome to the FPA Dallas/Fort Worth Chapter





 

2014 FPA DFW Financial Planning Symposium

Join FPA DFW on MAY 14th at the Westin Galleria in Dallas TX where we will explore all aspects and areas of financial planning, asset management and industry industry trends.  This conference is an exciting opportunity to hear from nationally renowned speakers and industry experts and enjoy a day of education, networking and mentoring.   This year's Symposium will feature keynote speakers T. Boone Pickens (Founder & CEO of BP Capital Management), Michael Kitces (Pinnacle Advisory Group and Kitces.com) and Peter Stahl (Bedrock Business Results, LLC); as well as 12 industry leading general session speakers.
FPA DFW Online Details & Registration

May 13 Pre-Symposium CE Sessions - When you register for the Symposium you can also select the optional Pre-Symposium CE sessions that will take place on May 13 . By attending these sessions you will receive an extra 2 hours of CE credit.  These sessions are FREE for anyone who registers for the May 14 Symposium.  Simply select them when you register.
If you do not plan to attend the Symposium but would like to just attend the Pre-Symposium CE sessions you can register online for those sessions only - $35 for FPA members; $50 for Non-Members/Guests
Click here to register for the May 13 CE event (only use this link if you are NOT attending the Symposium on May 14, or select the event on the calendar of events on the right hand side of this page.

 T. Boone Pickens
Founder & CEO
BP Capital Management 
 Michael Kitces, CFP®, MSFS, MTAX, CLU,        
ChFC, RHU, REBC, CASL

Pinnacle Advisory Group & Kitces.com
 Peter Stahl, CFP®, CLTC, CMFC

President
Bedrock Business Results, LLC

 

Click here for complete details on the FPA DFW Financial Planning Symposium and to register online today!   Early bird registration pricing will apply through May 1.  
 

 



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FPA DFW Member Bring a Guest Program
Click here to learn more about how to invite a guest to a FPA event for FREE!  Come grow with us this year.  Certain restrictions and rules apply. 

Chapter Headlines


Click on the links below to learn more the FPA Dallas Forth Worth Chapter

 

FPA DFW 2014 Double Platinum Partner

 

RC Securities - www.rcsecurities.com

Realty Capital Securities’ sales, operations and executive management teams have extensive experience in financial services and provide expertise in investment program distribution, marketing and educational initiatives aimed at the direct investment industry.

  • Distributor of Programs for American Realty Capital, Healthcare Trust of America and United Development Funding Collectively Exceeding $4 Billion in Offerings
  • Wholesaling Team Members Have Raised Over $5 Billion Historically
  • RCS Management Team Members Average Over 15 Years of Industry Experience
  • Experience in the Major Broker Dealer Systems
  • Selling to Over 80,000 Registered Representatives Associated With Over 200 Broker Dealers

                                                        
 

 

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Calendar

5/6/2014
FPA DFW Board of Directors Meeting

5/8/2014
NexGen Kick-off Happy Hour

5/13/2014
Pre-Symposium CE Event & Happy Hour

5/14/2014
FPA DFW Financial Planning Symposium - May 14

5/15/2014
New Seminar Series, "Your a Financial Planner; Now What?"

 

FPA Season Tickets

  • To purchase a 2014 FPA Season Ticket call (972) 747-0407

FPA Membership

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FPA DALLAS/FORT WORTH - PO BOX 261750 - PLANO, TX 75026 - (972) 747-0407 - EXECDIR@FPADFW.ORG