FPA DFW Mentor Program

Online MENTOR APPLICATION

Online MENTEE APPLICATION

The Financial Planning Association of Dallas/Fort Worth is pleased to announce that the new Mentor Program is officially underway. We held our first informational meeting on Thursday, April 8, 2010. The meeting was well attended with eager participants from both the mentor and mentee perspectives.

The goal of the FPA of DFW Mentor Program is to bring established planners and new planners in the Dallas/Fort Worth area together, bridging the gap, and providing a way to transfer knowledge, experience, and skills from one generation to the next ensuring the continued growth and future success of Dallas/Fort Worth’s  financial planning profession.

It is not too late to sign up!

We are actively working to enhance the FPA DFW website to include a page specifically dedicated to the Mentor Program. At that time, all materials (applications, sample interview questions, etc.) will be available electronically. In the mean time, if you are interested in being a mentor or a mentee or would just like additional information on the program, please contact the FPA DFW at execdir@fpadfw.org, and we will email the information to you.

This is an exciting program, and we are appreciative of all the support we have received. As we move forward, please continue to provide us feedback on how we can make it better. You can speak with any one of the Mentor Program Committee members regarding your thoughts, suggestions, and questions.

2010 Mentor Program Committee:

• E.W. “Woody” Young, CFP®
• Victor H. Garza, CFP®
• Nic Gibson, CFP®
• Dennis J. Moore, CFP®, MBA

We would like to thank all of those who have volunteered for the program as well as the committee members and the FPA DFW Board of Directors for their hard work and support in making this program a reality.