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FPA DFW Chapter Meeting - NEW LOCATION
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3/5/2019
When: March 5, 2019
11:00 AM
Where: Communities Foundation of Texas
5500 Caruth Haven Ln.
Dallas, TX  75225
United States
Contact: Melisa Hall
972-747-0407


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FPA DFW Chapter Meeting

 

New location! Online registration ends 5:00 pm, March 4 

Communities Foundation of Texas / 5500 Caruth Haven Ln. / Dallas TX 75225

 

Online registration is now closed.  We will accept at the door registrations on a space available basis.


 

AGENDA

10:30 AM Check In for Chapter Meeting
11:00 AM Chapter Meeting & Lunch
1:40 PM Chapter Meeting Concludes

 

 

 

CHAPTER MEETING DETAILS
 

 

10:30 - 11:00 - DOORS OPEN / CHECK IN / REGISTRATION

 

11:00 AM - WELCOME, ANNOUNCEMENTS, SPONSOR SPOTLIGHT, PRO BONO SPOTLIGHT


11:30 AM - UNDERSTANDING MARKET VOLATILITY & HOW TO MANAGE IT

Jim Murphy, CFP®, CAIA
Director, Innovative Portfolios

1 CFP, CPA, CIMA CE 

 

Volatility is an important consideration in portfolio management. This presentation focuses on educating investment professionals about the management of volatility within investment portfolios. It provides significant detail about identifying effective measures of volatility while explaining the relationship between volatility and overall market movement.

 

This presentation will offer a detailed explanation of key components of options pricing and will also show advisors how to utilize probabilities in tactical porfolio management through the use of options, and how short volatility strategies can be an effective tool in portfolio management.  

 

 

Jim Murphy has over 25 years of Financial Services Industry experience with an emphasis on wealth management and portfolio consulting for high net worth investors and advisors.  Jim is currently the Director for Sheaff Brock Investment Advisory, Sheaff Brock Institutional Group, and Innovative Portfolios. Jim joined Sheaff Brock Capital Management in the spring of 2016, prior to joining Sheaff Brock, Jim was Managing Director for Schwab Private Client Investment Advisory, a wholly owned subsidiary of Charles Schwab and Company.  During his career, other previously held positons include Senior Vice President of Alternative Distribution for ING Investment Management, and Regional Vice President for Massachusetts Financial Services. Jim earned a Bachelor’s degree in Business with a major in Finance from the University of Arizona. He currently holds the CFP® designation, and is a current charter holder of the CAIA (Chartered Alternative Investment Analyst).  Jim is married and has two sons.  In his spare time, you can find him golfing, sailing, or snow skiing.

 

 

12:20 PM - BREAK & NETWORKING - BUFFET LINE OPENS

 

 

12:50 PM - NEW IDEAS IN HEALTH INSURANCE PLANNING: MEDICARE, UNDER 65 HEALTH PLANS & SMALL GROUP

 

Sharon R. Luker, CFP®
Owner, LTC Planning Consultants

 

1 CFP, CPA, CIMA + 1 TDI CE

 

With 10,000 people turning 65 each day, planning for Medicare is more important than ever. So is planning for the spouse who is not yet 65 who has to leave their plan when their spouse goes on Medicare. What options are available for them?  This course will go into detail on new options available to supplement Medicare. It will outline some of the changes that will happen in 2020 when the Medicare Access and CHIP Reauthorization Act 2015 (MACRA) takes place. It will also go into detail on the Medical Saving Account (MSA) that started being offered in TX in 2019. We will discuss how it works and who is eligible. The course will expose some current holes in the operational aspect of having Medicare and what solutions are out there to cover them. When a spouse goes on Medicare, planning needs to be done for the non-Medicare spouse. The course will go into options available for this spouse as well as considering the age 65 spouse possibly NOT going on Medicare. With the removal of the mandate to have health insurance, how has President Trump’s new law allowing for renewal or extension of short-term policies up to 36 months affected the market. Lastly, what options do current small business owners have in this environment? The course will review some cheaper options available to small business owners.  The health insurance marketplace including Medicare is in a state of flux. Attendees of this course will come away with a better feel for what options are out there today. 


Sharon R. Luker   is most known for helping Financial Planners and their clients with Long-Term Care Insurance. However, she also has extensive knowledge helping clients as they go on Medicare. This includes finding health insurance for the non-Medicare spouse. Sharon also helps small groups find the best health plan for them. Sharon has been quoted in numerous publications including the Dallas Morning News, Long- Term Care Insurance Sales Strategies, Investment News, Financial Advisor Magazine, and most recently Nerdwallet which syndicated the article via AP worldwide. She has served on numerous Boards of Directors which include the local Dallas/Ft. Worth chapter of the Financial Planning Association (FPA).  Sharon was awarded the FPA D/FW Chairman's Award for her contribution to the local FPA Chapter. Sharon has been in the financial services industry for 30 years. She has extensive experience in various facets of the industry, which include having a financial planning practice and being a Registered Representative with Parkland Securities LLC, member FINRA and SIPC. 

 

 

 

 

 

1:40 PM - MEETING ADJOURNED

 

 

THANK YOU TO OUR MARCH PLATINUM SPONSOR SPOTLIGHT

 

                 

 

 

 


 

REGISTRATION FEES

 

$40    FPA Members


$55    Guests / Non-Members


$0      Corporate Partners

 

$0      2019 Season Ticket Holders

 

 

 

 


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