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2018 FPA DFW Annual Conference
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 Export to Your Calendar 5/16/2018 to 5/17/2018
When: May 16-17, 2018
Where: Irving Convention Center
500 West Las Colinas Boulevard
Irving, TX  75039
United States
Contact: Melisa Hall
972-747-0407


Online registration is available until: 5/4/2018
« Go to Upcoming Event List  

 

 


The FPA DFW Annual Conference

 

The FPA DFW Conference (formally known as Symposium) will be held May 16-17 at the Irving Convention Center.  The goal of this event is to help professionals advance their careers in the financial planning industry by providing insight into current trends, advanced educational sessions and professional development.

The conference format includes a new conference app to make selecting the sessions you would like to attend much easier!, keynote addresses, breakout sessions, interactive group discussions and a plentitude of networking opportunities.  You'll participate in knowledge sharing and collaboration while building relationships and enhancing your professional network.  You'll leave this conference with practical strategies, insights and guidance on how to propel your financial planning career forward.  Don't miss this opportunity to learn from and collaborate with the best industry leaders!

For 2018 we are excited about returning to the beautiful Irving Convention Center, more CE opportunities, a state of the art technology lounge, and over 40 exhibitors to connect with!

 

Planned By Financial Planners, For Financial Planners

The conference is planned by a volunteer committee of respected financial planners representing the FPA of Dallas/Fort Worth chapter.

SAVE THE DATES!
MAY 16-17, 2018


Irving Convention Center

 

 

 

 

Moving Forward Together

 

#FPADFWCONF2018

 

Join us for topics on:

 

Practice Management

Succession Planning

Wealth Psychology

Compliance

Investment News

40 Under 40 Panel Discussion

& More!

 

Featured Breakout Speakers:

 

Susan Bradley, CFP® - Sudden Money Institute

Joel Weintraub - Humor for the Health of it

Thomas Giachetti - Stark & Stark

Elizabeth Morris, CEO - Insight Research Corporation

Kathleen Kingsbury - KBK Wealth Connection

& More!

 

Michael Kitces keynote session:

TAX PLANNING DEVELOPMENTS & OPPORTUNITIES UNDER TCJA

 

 

 Don't miss this opportunity to hear from our industry's leading experts! Attendees may receive up to 14 CE for CFP®, CPA, CIMA, NAPFA, TDI, including *TDI Ethics.

 

This year's conference will feature a NEW conference app, technology lounge, charging station, free wifi, & complimentary Starbucks coffee bar.

 

*TDI Ethics will be available (does not qualify for CFP®ethics)

CFP®ethics will be offered at the March 29th Ballpark Event


Sign up now! This is your only chance for a discounted rate!

 

 

2018 FPA Dallas/Fort Worth Platinum Partners







#FPADFWCONF2018

 

 


  

EVENT PRICING

 Registration closes at 
 
4:00 pm,   May 4
  USE PROMO CODE:JANUARY20 BY 1/31/18 TO RECEIVE 
$20 OFF THE PRICING LISTED BELOW

  FPA Members

   $335
 
  Non-Members/Guests
   $435

  Group Discounts Available:

  $100 discount off for a group of 5 or more.
Email execdir@fpadfw.org for the discount code before signing 
up.  All registrations must be entered at the same time.

  $100 off groups of 5 or more
   

  Conference Refund Policy

  • For a full refund, less a 10% handling charge, email a request toexecdir@fpadfw.orgwith the subject line“Registration Cancellation” by March 31.
  • For a 50% refund,email a request to execdir@fpadfw.org with the subject line“Registration Cancellation” by midnight, 5/4/2018..
  • No refunds available after Friday, May 4, 2018.




 

 

 

more Calendar

12/1/2017 » 3/1/2018
2018 FPA DFW Season Ticket Application

1/26/2018
FPA DFW Chapter Meeting - For individuals attending the chapter meeting only

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