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Speaker Presentations - FPA Dallas/Fort Worth Chapter Meetings & Events

The following files have been graciously provided by our speakers for use and reference by the FPA Dallas/Fort Worth membership. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented. 
 
Please click on the links to download speaker presentations.  If you have difficulty, also try to download by right-clicking and selecting "save target as" and save to your hard drive.  Please check back as additional presentations will be added as they are received.

 

 

 

2017

September 12, 2017 - FPA DFW Chapter Meeting

 

MicroCap Funds: Opportunity Comes in All Sizes
Steve Solomon, CFA, CFP® - Hancock Horizon Investments

Speaker Handout (PDF)

 

The Evolution of Factor Investing
Ehren Stanhope, CFA - O'Shaughnessy Asset Management

Speaker Handout (PDF)

 

The Alzheimer's Tsunami
Jack Broyles - Jack Broyles & Associates

Handout not available
July 25, 2017 - FPA DFW Tarrant County Chapter Meeting

 

I Just Checked  to See What Condition My Condition Was In
Current State of Tax Reform

Gary Post, J.D., Partner at The Blum Firm, P.C.

Handout not available

 

Creating Philanthropy Using Noncash Assets
Rid Riggins, CFA, CAP, The Dallas Foundation &
Nancy Jones, President & CEO, North Texas Community Foundation

Speaker Handout (PDF)
June 6, 2017 - FPA DFW Chapter Meeting

 

Estate Planning: To "B" or not to "B Trust" That is the question!

Mark L. Prendergast, CFP, CPA, CDFA - Director of Tax Strategies, Inspired Financial

 

Speaker Handout (PDF)

Utilizing ESOPs for Tax Efficient Liquidity

Mark Russell - Senior Managing Director, Griffin Financial Group &
Ed Renenger - Lawyer Shareholder at Stevens & Lee

 

Speaker Handout (PDF)
March 21, 2017 - FPA DFW Chapter Meeting

 

Advising Clients Through the Toughest Times in Life

Amy Florian / CEO of Corgenius 

 

Handout not available

Advising Clients Through the Toughest Times in Life

Amy Florian / CEO of Corgenius

 

Speaker Handout (PDF)
January 27, 2017 - FPA DFW Chapter Meeting


Becoming an Insider in Your Natural Market

David Lee, CFP® / Director of Practice Intelligence, Raymond James Financial

 

Speaker Handout (PDF)

Transitioning from Student to Professional and Getting Hired in
Financial Planning

Caleb Brown, CFP® / Partner, New Planner Recruiting, LLC

 


Unavailable
Click here for helpful resources & articles

on the New Planner Recruiting website

Give Yourself a Raise! Maximize Your Profitability & Productivity -
Proven Tax Strategies for the Insurance & Financial Professionals

Tom Rich / Bradford and Company

 

 

Unavailable
 

2016

November 1, 2016 - FPA DFW Chapter Meeting
 

 

Understanding Non-Verbal Communication
Jan Hargrave

Speaker Handout (PDF)
Reverse Mortgages in Retirement Income Planning
John Salter, Ph.D., CFP, AIFA - Associate Professor - Texas Tech University PFP
Speaker Handout (PDF)

Succession Planning and M&A:
Learning the Basics to Achieve the Ideal Transition

David DeVoe - DeVoe & Company

Speaker Handout (PDF)
October 18, 2016 - FPA DFW Tarrant County Chapter Meeting
 

 

How to Pick a Bond Fund: Identifying Hidden Costs & Misunderstandings
Venk Reddy - Zeo Capital Advisors, LLC

Speaker Handout (PDF)

Multi-Factor ETFs

Robin Thompson - Dimensional

 

Speaker Handout (PDF)
September 6, 2016 - FPA DFW Chapter Meeting
 

The Millennial Mindset: Attracting the Next Generation

Dr. Nathan Harness - Director of Financial Planning at Texas A&M Univ.

Speaker Handout (PDF)
From the Hill to the Street: An Insider's Perspective
Jeff Bush - The Washington Update

Speaker Handout (PDF)
June 14, 2016 - FPA DFW Tarrant County Chapter Meeting  

Implementing Alternatives: A Road Map for Investment Professionals

Sonia Spirling, CFA - Natixis Global Asset Management

Speaker Handout (PDF)
U.S. Energy Renaissance Update
Nick Brown - Cushing Asset Management

Speaker Handout (PDF)
June 7, 2016 - FPA DFW Chapter Meeting  
A Higher Standard of High Net Worth Clients
Ken Haman, Manager Director of the AB Advisor Institute

Speaker Handout (PDF)
Standard of Care Execution (PDF)

Standard for High Net Worth (PDF)

Creating an Investment Plan for the Irrational Investor

Jay Mooreland, CFP®, MS - Founder of The Emotional Investor

Speaker Handout (PDF)
March 15, 2016 - FPA DFW Chapter Meeting
 

Economics & Markets: The Short View & The Long View

John Portwood, CFA - Hancock Horizon Investments

Speaker Handout (PDF)
What Do High Net Worth Donors/Clients Expect You to Know About Philanthropy?
Nathan Daley, J.D. - Director, Complex Assets Group - Fidelity Charitable

Speaker Handout (PDF)
 January 29, 2016 - FPA DFW Chapter Meeting  


Social Security After the Budget Act: How the New Rules Create Business Opportunities


Speaker Handout (PDF)
'Coordinate' a Social Security Strategy with a Withdrawal Strategy to Provide Better Advice & Guidance to Your Clients

Speaker Handout (PDF)

2015

Links to Speaker Handouts 
November 3, 2015 - FPA DFW Chapter Meeting
 


F
ixed Income Alternative - Commercial Real Estate in Your Client's Portfolio

Scott Lawlor, Founder and CEO of Waypoint Residential

Speaker Handout (PDF)

Economic Review of 2015 and Outlook for 2016

Sinead Colton, Managing Director, Head of Investment Strategy - Mellon Capital
Speaker Handout (PDF)
September 15, 2015 - FPA DFW Chapter Meeting 
 


Strategies for a Rising Rate Environment

Patrick Maldari, CFA
Aberdeen Asset Management, Inc.

Speaker Handout (PDF)

Three Questions That Can Predict Future Quality of Life

John Diehl, CFP®, CLU, ChFC
Hartford Funds
Speaker Handout (PDF)
June 16, 2015 - FPA DFW Fort Worth Capter Meeting - Fort Worth Club   

Social Security: Spouses, Widows & Divorcees- Everything you Didn't Ask

Mary Downing
Pioneer Investments

 Speaker Handout (PDF)

Positioning Financial Planning Advice

David Richman

Eaton Vance Investment Managers

 No Handout Available
June 2, 2015 - FPA DFW Chapter Meeting   


Proven Tax Strategies

Thomas Rich 

 No Handout Available

Planning for Retirement Living: The Financial Implications of Aging

Michael Finke, Ph.D., CFP®

Director of Retirement Planning & Living in the Department of Financial

Planning at Texas Tech University 

 Speaker Handout (PDF)

Improving Client Relationships by Protecting Client's Interest and Avoiding Sources of Lawsuits

Travis Pearson, ASLI - Markel Specialty Programs  

 Speaker Handout (PDF)
March 17, 2015 - FPA DFW Chapter Meeting   


Transition Expertise Matters

Susan Bradley, CFP®, CFT™

Founder of the Sudden Money Institute

 

Speaker Handout (PDF) 

What's Mine is Mine and I want to Keep it That Way: Maintaining the Separate Property of Your Client's Assets Without a Premarital Agreement - The Texas Version

Sandy Bisignano

Founding Partner of Bisignano & Harrison, L.L.P 

Speaker Handout (PDF) 
January 30, 2015 - FPA DFW Chapter Meeting & 11th Annual Career Day   


What Can Investors Expect from the Federal Reserve

Milton Ezrati

Partner, Senior Economist & Market Strategist at Lord Abbott 

 Speaker Handout (PDF)

Health Care Planning

Carolyn McClanahan, M.D.,  CFP®

Life Planning Partners, Inc. 

 Speaker Handout (PDF)

Career Strategies for a Dynamic Profession

Patrick Dougherty,  CFP®

Dougherty Wealth Management 

Trudy Turner,  CFP®

No Handout Available 
   
   
   
    


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