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Dallas/Fort Worth Area Sponsor & Allied Professional Event Calendar

Following is a list of our Allied Professionals events in the greater Dallas/Fort Worth and/or overall State of Texas area.  These are not FPA related or sponsored events.  To register or to get further details you should contact the appropriate organization directly.  


If you are one of our Allied Professional Organizations and would like to post an event on this page send the event details as you would like them to appear to execdir@fpadfw.org.  We will gladly list your event and we will remove it once your event date passes. 


NAIFA Dallas Programs

Visit www.NAIFADallas.org for details and registration


CFA Society of Dallas/Fort Worth Programs

Visit http://www.cfadfw.org/calendar.cfm for details and registration


Estate Planning Council of North Texas Programs

Visit http://epcnt.org/ for details and registration


Dallas Estate Planning Council

Visit http://www.DallasEPC.org for details and registration

 

 

 

 

Webcast sponsored by Transamerica®

 

September 20
2 p.m. ET

 


Are you using fixed income to help clients manage rising interest rates? If so, you've probably found not every asset class within fixed income reacts the same to increasing rates. That's because not all asset classes are created equal.

Please join Brian Westhoff, Ben Miller, and Jason Felderman, fixed income portfolio managers from Aegon Asset Management U.S.*, for a panel discussion to explore how different asset classes within fixed income have performed in our current rate environment.

The team will discuss how intermediate term bonds, high yield, and bank loans are faring today and expectations for each moving forward. It'll also cover how future rate increases and quantitative tightening can affect each class, plus the global influence on U.S. rates, and risks to consider.

Register now for this webcast at 2 p.m. ET on Thursday, September 20. Financial professionals can submit questions during this live webcast. This program has been accepted for 1 CFP Board CE credit.

Featuring

 

 

Brian Westhoff, CFA

Head of Multi-Sector Portfolio Management, Aegon Asset Management


Brian Westhoff, CFA, is the head of multi-sector portfolio management and is a portfolio manager for core plus, core aggregate, short duration, stable income, government/corporate fixed income strategies and emerging market strategies portfolios. Brian is a member of the Senior Management Group. Prior to his current role, Brian worked as an equity research intern with Credit Suisse Asset Management in London, a fixed income investment analyst at St. Paul Companies, and an Argentine oil-and-gas equity research intern with Merrill Lynch in Argentina. He has 21 years of industry experience and has been with the firm and its affiliates since 2003. Brian received his BS in business administration from Drake University and his MBA from the Thunderbird School of Global Management. He is a CFA® charterholder.

 

Ben Miller, CFA

Co-Head of High Yield Portfolio Management, Aegon Asset Management


Ben Miller, CFA, is co-head of high yield and a portfolio manager responsible for US and global high yield trading and portfolio management. Prior to his current role, Ben held various investment responsibilities ranging from private placement analyst to public fixed income research analyst. He has 25 years of industry experience and has been with the firm and its affiliates since 1993. Ben received his BA from the University of Northern Iowa and his MBA from the University of Iowa. He is a CFA® charterholder.

 

Jason Felderman, CFA

Senior Bank Loan Portfolio Manager, Aegon Asset Management


Jason Felderman, CFA, is a senior bank loan portfolio manager responsible for researching, analyzing, and trading leveraged bank loans. Prior to his current role, Jason was employed at American Century Investments and Deloitte & Touche. He has 18 years of industry experience and has been with the firm and its affiliates since 2003. Jason received his BBA in accounting from the University of Northern Iowa and his MBA from the University of Kansas. He is a CFA® charterholder.

               

 

 


 

 

October 25 - 26, 2018

COLLEGE STATION, TX

Hilton College Station Conference Center

SESSION SPOTLIGHT

 

The Impact of Rising Longevity on Our Society and Economy

Michael Guillemette, Ph.D., CFP®
Texas Tech University

In the U.S. alone, individuals 50 years of age or older control 83% of household wealth, and by 2030, a majority of baby boomers will be at least 65 years old (Coughlin, 2017).

How can your practice prepare for the changing landscape and preferences of retired clients?Dr. Guillemette will explore the latest academic research on how an increase in life expectancy among baby boomers willimpact our society andhow you can provide value to your aging clients.

Dr. Guillemetteis an assistant professor in the department of personal financial planning at Texas Tech University. His publications, which focus on household risk and insurance, have been featured in theWall Street Journal,CNBC, andBloomberg.

 

Register to Attend

Don’t miss the opportunity to network with fellow financial planners, interact with students who are interested in joining the profession, and learn about the latest developments in financial planning.

Registration deadline is Thursday, October 18.

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NOTE:You do not have to create an account on the conference registration website. After adding your registration to the cart, proceed to checkout and select "Continue Unregistered". If you do not receive an order confirmation email, please contact us.

 

Reserve Your Hotel Room


Hilton College Station & Conference Center
801 University Drive East
College Station, TX 77840
979.693.7500
Hotel website

Room rate: $139
Group code: FPC18
Group name: TAMU Financial Planning Conference
Reservation deadline: October 4, 2018

 

 

Who Should Attend

This two-day event is about networking, learningand engaging.

Learn more»

Sponsorship Opportunities

Helpus build and inspire the next generation of financial planners.

Learn more»

 

 

 

 
 


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