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Allied Professional Events DFW Calendar
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Dallas/Fort Worth Area Sponsor & Allied Professional Event Calendar

Following is a list of our Allied Professionals events in the greater Dallas/Fort Worth and/or overall State of Texas area.  These are not FPA related or sponsored events.  To register or to get further details you should contact the appropriate organization directly.  


If you are one of our Allied Professional Organizations and would like to post an event on this page send the event details as you would like them to appear to
execdir@fpadfw.org.  We will gladly list your event and we will remove it once your event date passes. 


NAIFA Dallas Programs

Visit www.NAIFADallas.org for details and registration


CFA Society of Dallas/Fort Worth Programs

Visit http://www.cfadfw.org/calendar.cfm for details and registration


Estate Planning Council of North Texas Programs

Visit http://epcnt.org/ for details and registration


Dallas Estate Planning Council

Visit http://www.DallasEPC.org for details and registration


 


FPA Austin

 

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Cancellation Policy:
Cancellations must be received by October 12 in order to receive a full refund, minus a $25 administrative fee.Refunds cannot be given after October 12 due to commitments we have made with Top Golf.

 

SPONSORS

TITLE SPONSOR

Sowell Management Services

 

HAPPY HOUR SPONSOR

John Hancock Investments

 

THURSDAY LUNCH PANEL SPONSOR

Westcore Funds

 

FRIDAY PANEL SPONSOR

Waypoint Residential


PRESENTATIONSPONSORS

Janus Henderson Investors

Jefferson National Financial


VENDOR BOOTHS

Bridgeway Capital Management

Ivy Investments
Jefferson National Financial
Jensen Investment Management
Lawhorn & Moore Insurance

Open Mortgage

Red Oak Compliance

Retirement Plan Consultants

Vanguard

Waypoint Residential

 

 

 

 


 

 

 

Attend the leading Alternatives Conference for financial advisors and hear two top
Texas advisors discuss how they use alternatives in client portfolios.

Featuring


Bill Carter, Carter Financial Management

Jeanie Wyatt, South Texas Money Management LTD

Keynote Speakers Include:

Anthony Scaramucci – Founder, SkyBridge Capital

Dr. Dambisa Moyo – Global Economist

Special Discounted Rate For Houston and Dallas/Fort Worth FPA Members: $79

Select Registration Type, Advisor and enter coupon code FPA17 and apply to receive your discount.

Visit www.fa-mag.com/alts for more information

CFP and CIMA CE Credits Will Be Available

 

 

 

 

 


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