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2020 FPA DFW Conference
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2020 FPA DFW Conference

 Export to Your Calendar 2/12/2020 to 2/13/2020
When: February 12-13
TBA
Where: Irving Convention Center
500 West Las Colinas Boulevard
Irving, TX  75039
United States
Contact: FPA DFW
972-747-0407


Online registration is available until: 2/7/2020
« Go to Upcoming Event List  

 

 

 

Secure the best possible Conference Rate - Register by October 31 















The FPA DFW Conference will take place February 12 - 13, 2020 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 2020 Conference features 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!

2020 SPEAKER LINEUP

Simon Reilly
The Financial Advisor Coach

The Inspirational Tipping Point &
The One Page Business Plan
Chris Stack, Esq., Managing Consultant, Savingforcollege.com LLC
Wealth Management Strategies: Maximizing the Value of 529 Plans to the Clients' Benefit in 2020
Shannon Sedgwick Davis
Bridgeway Foundation
Chad Ramberg & Steven Ryder - True North Networks
Cybersecurity: How to Protect Yourself & Transfer the Risk
Linda Swindling, JD, CSP lindaswindling.com
Positively Negotiate Work Drama: How to Stop Complainers & Energy Drainers to Get More Done
Jarrod Upton, CFP®, MBA, MS -
Herbers & Company, Chief Operations Sr Consultant

The Client Service Model of the Future
Sam Donaldson
Estate Planning
Sharon Luker, CFP®
LTC Planning Consultants

Medicare
Derek Tharp, Ph.D., CFP - Asst. Professor of Finance at USM; Financial Planner at Conscious Capital; Researcher at Kitces.com
How Earnings Growth Throughout the Lifecycle Impacts Retirement Savings Strategies
Thomas D. Giachetti, Esq. - Stark & Stark
It's STILL All About the Benjamins! How to Successfully Complete the 2020 SEC Exam & Avoid Costly SEC Findings, Client Refunds & Arbitration/Litigation Proceedings

Chad Ramberg, President
Box Professional Insurance
RIA Business Insurance
Jeff Rattiner, CPA, CFP®, MBA - President & CEO,
Rattiner's Financial Planning Fast Track, Inc. & JR Financial Group, Inc.

Divorce Planning + CFP Ethics
Ben Phillips, CFA - CIO of Event Shares
Turning Political Questions Into Productive Investing Dialogues
Westin Wellington - Vice President
Dimensional Fund Advisors

*AND MANY MORE

 

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.


#FPADFWCONF2020

MOVING FORWARD TOGETHER


 

 

REGISTER

 

GROUP RATES:  Beginning November 1st, group discounts are available for teams of 5 or more.  Contact FPA DFW for details prior to registering.  The group must register at the same time to receive the discount.  (Group discounts for 5 or more = $20 discount per person)

 

STUDENT RATES:  Student registration pricing is available to full-time students only.

 

CANCELLATION POLICY:  Click Here

 

Early Bird Rate: Ends October 31

 

BEST PRICE        

FPA Member

$ 3 1 5

 

Non-Member

$ 4 4 5

 

Students

$ 2 0 5

 

 

Advance: Ends January 7

 

BEST PRICE

FPA Member

$ 3 4 5

Non-Member

$ 4 4 5

Students

$ 2 0 5

 

 

Full: Ends February 7

 

BEST PRICE

FPA Member

$ 3 7 5

Non-Member

$ 4 7 5

Students

$ 2 0 5


 

 

 


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11/8/2019
FPA DFW Chapter Meeting

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