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13th Annual FPA DFW Honors Award Event
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W Hotel in Victory Plaza

10/8/2015
When: Thursday, October 8
6:30 - 10:00 pm
Where: W Hotel - Altitude Room, Victory Plaza
2440 Victory Park Lane
Dallas, TX  75219
Contact: Melisa Hall
972-747-0407

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13th Annual FPA DFW Honors Awards 

W Hotel - Altitude Room - Victory Plaza - Dallas Texas

Online registration is now closed.  Please call the FPA office @ 972-747-0407 to inquire about late registrations and availability.


 

 


The FPA of Dallas/Fort Worth cordially invites you to the 13th Annual Honors Award Dinner during National Financial Planning Week. The Honors Award Dinner celebrates the Financial Planning Profession while recognizing the most influential people affiliated with the FPA of Dallas/Fort Worth.

 

Join us on October 8th to celebrate 2015 Honors Award, Chairman's Award and Young Guns Award winners

2015 Honors Award

Dan Mauck, CFP®
Senior Financial Advisor
Clintsman Financial Planning

 

2015 Chairman's Award

Dr. William Gustafson
Senior Director, Center for Financial Responsibility
Texas Tech Personal Financial Planning




2015 Young Guns Award   

Hannah Moore, CFP®
Financial Advisor
Guiding Wealth Management
  

 


2015 Young Guns Award

Tyler Russell, CFP®
Wealth Manager
Carter Financial Planning


 

The Honors award recognizes planners who have a lifelong commitment to the financial planning profession and the Financial Planning Association of Dallas/Fort Worth. The Chairman's Award is presented to a person or organization making significant contributions to the mission of our chapter and financial planning. The Young Guns Award is given to an up and coming planner age 30 and under who is making contributions to our profession and organization.  Tickets for this event are limited.  Reserve your seat/table online now!

2015 Honors Event Charity ~ Each year all proceeds from this event are given to a charity that is selected by the FPA Board of Directors. The charity selected for 2015 will be the Pamela Yip Scholarship Fund.  This fund will go towards CFP® Students who pass the exam and who meet all of the requirements and qualify for the scholarship.  Pamela Yip is a columnist for the Dallas Morning News and a long time supporter of the FPA of Dallas/Fort Worth.  She was instrumental in setting up the annual FPA 'Ask a CFP' Hotline, and the DollarWiseBlog.  Ms. Yip is courageously battling terminal cancer and this fund is being set up in her honor.  Donations will be accepted at the event, or you can mail a donation check to: FPA DFW, c/o Pamela Yip Fund, PO Box 261750, Plano TX 75026.  Make checks payable to FPA DFW, with "Pamela Yip Fund" in the memo section.

 

We look forward to seeing you there!

 

 

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