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2019 FPA DFW Conference
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2019 FPA DFW Conference

5/16/2019 to 5/17/2019
When: May 16-17, 2019
8:30 AM
Where: Irving Convention Center
500 West Las Colinas Boulevard
Irving, TX  75039
United States
Contact: FPA DFW
972-747-0407
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The FPA DFW Conference will be held May 16-17, 2019 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 includes a new app to make selecting the sessions you would like to attend much easier!, industry leading keynote and breakout speakers, 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 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!

 

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.


#FPADFWCONF2019

Keynote Speakers





 

  


MOVING FORWARD TOGETHER


Ryan 'Birdman' Parrott I Navy Seal Veteran I Author I Philanthropist I Entrepreneur

The Spark

Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Nerd's Eye View I Pinnacle Advisory Group; Publisher I Partner
Tax Efficient Withdrawal Strategies In Retirement
Advanced Roth Conversion Strategies

John 'JT' Thorpe I Oppenheimer Funds
Minding the Fiduciary Gap

Tresi Weeks, J.D. I Weeks Law Firm
Special Needs Planning for Families

Bonnie Kirchner, CFP®, MST I Founder & Owner I Sea Change Financial Education
CFP Ethics

Sonya Lutter, Ph.D., CFP® I Kansas State Univ. Institute of PFP I Associate Professor
Behavioral Finance I Navigating Couple Dynamics

Jake B. Melton I Speaker I Author I Coach I The J.B. Melton Group
Cut the Crap: Improve Your Health & Increase Your Wealth By Focusing On What Really Matters

Ross Riskin, CPA/PFS, CCFC I American College of Financial Services I Asst Professor of Taxation
Navigating Education Planning Under the Tax Cuts & Jobs Act

David Brunson, CFP®, CFA, CDFA I Lifeway Financial Corporation
Collaborative Divorce & The Financial Professional

Thomas Fink I Ameritas I VP RIA Business Development
Succession Planning

Matthew Le Merle I Fifth Era & Keiretsu Capital I Managing Partner
Investment Strategies for Blockchain & Crypto


CLICK HERE to view the full line up of speakers!

 

Don't miss this opportunity to hear from our industry's leading experts! Attendees may receive up to 11-12 hours of CE for CFP®, CPA, CIMA®, NAPFA, TDI, incuding CFP ethics.  This year's conference will feature a conference app, charging station, free wifi, FREE professional headshots & a complimentary Starbucks coffee bar.

 

Interested in sponsorship opportunities? Contact: execdir@fpadfw.org

 

 


 



REGISTRATION PRICING:  FEBRUARY 1 - MAY 9 - NOW EXTENDED THROUGH MAY 10!


 2/1 - 5/10  2/1 - 5/10  2/1 - 5/10

 Member

 

$ 335

 Nonmember

 
 
$ 435

 

Full Time Student

$195
(Must be enrolled in a full time Certified CFP program)

 

 

       


CANCELLATION 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 3/31/19.
  • For a 50% refund,email a request to execdir@fpadfw.org with the subject
    line “Conference Registration Cancellation” by midnight, 5/9/2019.
  • No refunds will be granted after 5/9/19.

 

 

 

 

 

2019 FPA Dallas/Fort Worth Platinum Partners

 


 





 

 

 



TWITTER USERS: Follow us
 @FPADFW and use #FPADFWConf19 whenever
you tweet about the conference!

 

 

 

 

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