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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

 

 

 

Inspiring, Recognizing and Teaching Ethical Business Practices.

 

Save the Date - May 8, 2018

 

Join us Tuesday, May 8, 2018 for the
Greater Dallas Business Ethics Awards.

Join The North Texas Ethics Association for the 18th annual award luncheon celebrating the recipients of the 2018 Greater Dallas Business Ethics Award.This special event honors Dallas-based companies that have demonstrated measurable commitment to ethical business practices in everyday operations, management philosophies and responses to crises or challenges. Don’t miss this opportunity to honor and network with Dallas' most admirable and ethical companies.

 

Keynote Speaker: Craig Hall
Dallas entrepreneur, businessman, philanthropist and New York Times bestselling author Craig Hall will present the keynote address and share his experience and perspective on ethical challenges for businesses today.

 

 

Individual Tickets - $100
Reserved Table (8 seats)- $750
Sponsor Table(8 seats)- $1,250

 

 

Limited Early Bird Registration - $85.00 through March 15! Click here.

 

 

The North Texas Ethics Association, Inc. provides training and educational opportunities to businesses in the DFW area as part of its goal to inspire, recognize and educate companies about ethical businesses practices. Through the Greater Dallas Business Ethics Award program, the NTEA recognizes and celebrates those companies that demonstrate and substantiate a commitment to high ethical standards and corporate responsibility.

 

 

Need More Information?

FAQs|Eligibilityand Judging|Who's Been Honored?

 

 

 

 

FPA of San Antonio & South Texas

Annual Symposium

When

May 09, 2018
8:00 AM - 4:00 PM

Tickets

$125 Member

$150 Non-Member

$50.00 Full-Time College Student

$500 Group of 5

$600 Group of 6

$700 Group of 7

$800 Group of 8

$900 Group of 9

Directions

University of the Incarnate Word, The McCombs Center Rosenberg Sky Room
847 E Hildebrand Ave
San Antonio, TX 78212

 

 

The Annual Conference will be held May 9th in the Rosenberg Sky Room on the campus of the University of the Incarnate Word.

Mark your calendars for this special event! We are pleased to announce that Michael Kitces and Ron Insana will be our keynote speakers in 2018!

Celebrating San Antonio’s Tricentennial

Topics

Michael E. Kitces,MSFS, MTAX, CFP®, CLU, ChFC,RHU, REBC, CASL

Program:Five Industry Trends(CE Approval Pending)

Michael Kitces is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets.

In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Ron Insana, Senior Analyst & Commentator - CNBC

Program:Field of Dreams(CE Approval Pending)

Ron Insana covers the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country.

For nearly three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991.

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DiJoseph

Michael DiJoseph, CFA, Investment Analyst, Vanguard Investment Strategy Group

Program:The Evolution of Vanguard Advisor's Alpha: From Portfolios to People(CE Approval Pending)

Vanguard’s global team responsible for developing the firm’sinvestment methodology as well as publishing proprietary research on a variety ofinvestment, economic, and portfolio management issues. In his current role, hehas written numerous research papers, primarily focusing on retirement, advice,and portfolio strategy. Mr. DiJoseph also serves on the Global Retirement andInvestor Behavior working groups. He regularly acts as an ambassador for Vanguard,speaking at various client and other events on a range of investment topics.

Before joining the Investment Strategy Group, Mr. DiJoseph supported VanguardFixed Income Portfolio Management and Trading Operations after beginninghis career on the equity desk of Vanguard Brokerage Services®. Prior to joiningVanguard, Michael worked in the advice industry as an investment advisor.

Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a
CFA® charterholder.

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Plus More!

"FinTech" Panel Discussion with Michael Kitces and Ron Insana(CE pending)

While it is becoming increasingly clear that “robo-advisors” are not disrupting human financial advisors, the adoption of robo technologybyfinancial advisors themselves is beginning to shift the competitive landscape… both amongst financial advisors themselves, and the technology vendors who serve them, as the very role and value proposition of financial advisors themselves begins to get re-defined.

 

 

 




 

 

Financial Planners Journey to Australia

Led by Dan Moisand & Nick Nicolette

 

Australia: Sydney, Melbourne | 10 days | August 23 - September 1, 2018 | $6,499

 

Our Financial Planners Journey will take us to Australia for a 10 day career enrichment experience! What better way to learn and grow than to experience firsthand the role of financial planners in Australia?  The primary professional objective of this journey is to seek a better understanding of the practice of personal financial planning, as well as the development of the financial planning profession in Australia, through conversation with local financial planners.  The program is being coordinated in conjunction with Financial Planning Association (U.S.) and the Financial Planning Association of Australia. And, let's not forget, you will have the opportunity to explore the artistic and iconic Sydney Opera House along with other well-known locales including the Blue Mountain World Heritage Site and Great Ocean Road. 

 

View Details

 

 

 

 

 
 


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