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FPA DFW Financial Planning Symposium: MAY 17-18
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FPA DFW Financial Planning Symposium: MAY 17-18

5/17/2016 to 5/18/2016
When: May 17-18, 2016
See Agenda
Where: Westin Galleria Dallas
13340 Dallas Parkway
Dallas 75240
United States
Contact: Melisa Hall
972-747-0407

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FPA DFW Chapter Financial Planning Symposium

MAY 17 - GALLERIA OFFICES TOWER II - 13455 NOEL RD. - DALLAS

 
MAY 18 - WESTIN GALLERIA - 13340 DALLAS PARKWAY - DALLAS

     
 MAY 17    MAY 18

                      


 


FPA DFW FINANCIAL PLANNING SYMPOSIUM

 CONFERENCE SCHEDULE
 KEYNOTE SPEAKERS
BREAKOUT SESSION SPEAKERS
 CE CREDITS
 EVENT SPONSORS
 CONFERENCE VENUE /
 MAP & DIRECTIONS
 EVENT FAQ'S
 CONTACT US
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NE
W FOR 2016!


See the online registration form for details on signing up.  One price includes all events!  No partial pricing is available.

 

  • CFP ETHICS (MAY 17) INCLUDED IN YOUR REGISTRATION FEE (MUST PRE-REGISTER).

  • FREE WIFI FOR ALL ATTENDEES!

  • COCKTAIL RECEPTIONS WITH THE CORPORATE PARTNERS

  • EARLY RISERS BONUS CE SESSION ON MAY 18 - EARN AN EXTRA HOUR OF CE!

           

Don't miss your opportunity to join your peers at the FPA DFW Financial Planning Symposium on May 17 - 18 where we will explore all aspects and areas of financial planning, asset management and insurance industry trends. This conference is an exciting opportunity to hear from nationally renowned speakers and industry experts and enjoy a day of learning, networking and mentoring. Our conference was created to expand on the education provided to local chapter members who come from a variety of backgrounds and disciplines. The FPA DFW Symposium has earned a reputation as one of the best conferences in the country through providing high quality, technically knowledgeable speakers and excellent networking opportunities.

 

At this conference planners and advisors will receive the practical guidance you need to develop the most effective planning strategies for your clients. Explore the latest planning tools, their uses and their nuances. Learn how to help your clients incorporate the right mix of planning vehicles, achieve specific financial objectives and understand the underlying methodology.

DOWNLOAD A PRINTABLE SCHEDULE OF EVENTS (PDF)

Parking: Parking is complimentary at any of the 2,500 parking spots in the outside parking lot and the Galleria Mall garage. Valet parking is available at a self cost of $16. FPA will not validate valet parking.

 

Dr .Jeremy Siegel
Russell E. Palmer

Professor of Finance
Wharton School of Univ. of PA


Michael Kitces
Kitces.com
Pinnacle Advisory Group

Texas State
Representative
Tan Parker

Peter Stahl, CFP®
President,Bedrock
Business Results, LLC



Todd Onderdonk
Senior Energy Advisor
ExxonMobil Corp.

Thomas Murphy, CFP®
Murphy & Sylvest

THANK YOU TO OUR DOUBLE PLATINUM SPONSOR



 



MAY 18 - WIFI SPONSOR
FREE WIFI FOR ALL ATTENDEES!

On May 18 free Wifi will be provided at the Westin to all attendees thanks to our generous sponsor


         

  

  


 

 

Event Highlights

Visit our exhibitors and sponsors for a chance to win a iPad Mini!  


CE keynote and breakout sessions - current knowledge across a variety of disciplines delivered by world-class speakers

Up to 35 Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers

Inspiring and informative guest speakers at the keynote sessions

Door prize drawings in the afternoon with our generous sponsors

Networking with top financial planners and industry vendors for new friendships and partnerships

CE credits! Attendees can earn CE credits for CFP, CPA, TDI Insurance, NAPFA & CIMA. CE credits based on sessions attended
  

 

 


   

 

 

  

Ticket Pricing

Early Bird
THrough
MAY 5
 Regular Rates
MAY 6-16
At Door Pricing
MAY 17-18

FPA Member

NOT AN FPA MEMBER? 

LEARN HOW EASY IT IS TO JOIN!

 $185  $210  $225
 Guest/Non-Member  $230  $255 $300
 
Season Ticket Holders
(You must be a current 2016 season ticket holder)
 N/A  N/A  N/A
 
Sponsors & speakers do not need to register online

   

Cancellation Policy:
Cancellations must be received by COB MAY 8 in order to receive a full refund, minus a $25 administrative fee.  Refunds cannot be given after MAY 8 due to commitments we have made with the Westin.





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