Print Page   |   Contact Us   |   Sign In   |   Register
Community Search
2018 FPA DFW Annual Conference
Register View Registrations Tell a Friend About This EventTell a Friend
2018 FPA DFW Annual Conference

 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 will 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.


#FPADFWCONF2018

 

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

s online


Tim Kochis

Susan Bradley

Joel Weintraub

Kathleen Kingsbury

Tom Giachetti

Matt Vega

Leanne Young

Grady Dickens

+ 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 hours of CE for CFP®, CPA, CIMA®, NAPFA, TDI, including *TDI ethics.   This year's conference will feature a NEW conference app, technology hall, 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


 
Need more CE?  Join Susan Bradley, Sudden Money Institute on May 15th. 

CLICK HERE for details and registration

 

Registration & event pricing is SEPARATE from the FPA DFW Conference. To attend both you must register for each of them separately.

 

 


 


2018 FPA Dallas/Fort Worth Platinum Partners


 



 

 

 
 
 
#FPADFWCONF2018

 


  

  EVENT PRICING

 

Registration closes at 
 
4:00 pm,   May 4

 

 
  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 $20 service fee, email your request to execdir@fpadfw.org with the subject line“Conference Registration Cancellation” by March 31.
  • For a 50% refund,email a request to execdir@fpadfw.org with the subject line“Conference Registration Cancellation” by midnight, 5/4/2018..
  • No refunds available after Friday, May 4, 2018.




 

 

 

Association Management Software Powered by YourMembership  ::  Legal