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2020 Virtual Conference Series - Helping to Secure Your Clients' Retirement
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2020 Virtual Conference Series -  Helping to Secure Your Clients' Retirement

When: September 17
12:00 - 1:00 pm
Where: Webinar - Zoom
United States
Contact: FPA DFW

Online registration is closed.
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2020 Virtual Conference Series


FPA Dallas/Fort Worth (DFW) recognizes that you are facing new challenges in your practice.  To better serve you during these unprecedented times, we are hosting a virtual conference series over the coming months. Our objective with this series is to provide you with tools, information and motivation. These sessions were topics held at our annual 2020 FPA DFW Conference, which took place in February.  Each of the remaining sessions offer 1 CFP, CPA & CIMA CE credit. 

Save the dates! 2020 Virtual Conference Series Dates & Topics

click here to learn more


 Date  Topic  Speaker CFP I CPA CE
 June 30

 RIA Business Insurance


 Chad Ramberg  N/A
 July 23


 Beyond the Math: The Four Phases
 of Successful Transaction Beyond
 "How Much is My Firm Worth"


 Shannon O'Toole
 August 13


 Cybersecurity: How to Protect Yourself 

 and Transfer the Risk


 Chad Ramberg &
 Steven Ryder
 August 27


  Entities & the Impact on Your Taxes Under
  the New Laws


 Sean Duncan  1.0
 September 17


 Helping to Secure Your Clients' Retirement:
 Transforming Social Security Into Winning Strategies


 Chad Dziedzic  1.0

 October 15



 Social Security Explained


 Larry Burgess  1.0

 November 19



 Current Strategies & Options for Health Insurance:

 Medicare, Individual, Small Group, Travel


 Sharon R. Luker  1.0

 December 8



 Financial Feminism: Women, Money, Wealth & Legacy



 Roslyn Dawson Thompson &
 Sonja Borda





  • To learn more about the topics:
  • These sessions are available to FPA members only.
  • If you originally received CE for one of these sessions while attending the conference in February you are not eligible to receive the CE for that session a second time.  No double dipping!  
  • The sessions that include CE are only eligible for CFP & CPA CE.  Attendance will be monitored, and an online CE form will be required after the event.
  • CE is only available to those that attend the live Zoom sessions (no on-demand or recordings will be made available for later viewing)


 Virtual Conference Series Fees


 2020 FPA DFW Conference Attendee    $0           


Pre-registration is still required for sessions you plan to attend


 FPA DFW member

 who did not attend the 

 2020 DFW Conference



 Pre-registration required

 The June 30 & July 23 events are FREE for all FPA members.
 All other dates require a $25 registration fee


 Non-Members    N/A


 This series is not open to non-members

 Interested in joining FPA?  Click here for more info





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