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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

 

 

DPL Financial Partners

DPL Educational Series

 

You're Invited!

 

 

Hi Nicole,

Join DPL Founder and CEO, David Lau, and TIAA'sDennis Rupp, Director of Insurance Distribution for RIAs, on October 11thas they provide insight into how Commission-Free variable universal life can provide a variety of benefits including tax-free income, life insurance and legacy planning needs.

You will learn:

  • Ways Commission-Free VULs improve product features
  • How to utilize VULs in a Fee-Only practice
  • How an insurance company invests behind the scenes to deliver the benefits of a VUL

The webinar will run from 4:15 PM – 5:15 PM EST. We hope you can join us! Space is limited.

 

 


 

 

Have questions about Commission-Free insurance?

 

 

 

 

 

© 2018 All RIghts Reserved, DPL Financial Partners

Securities offered through The Leaders Group, Inc. MemberFINRA/SIPC
26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120・303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm onFINRA's BrokerCheck.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions under California License #0M42434.

You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call 877-518-9161 or log on toTIAA.orgfor underlying product and fund prospectuses that contain this and other information. Please read the prospectuses carefully before investing.

TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distributes securitiesproducts. Intelligent Life® Variable Universal Life Insurancepolicy form series AM-SVUL.3 (2008) is issued and underwritten by TIAA-CREF Life Insurance Company (TIAA Life) New York, NY. These products may not be available in all states. Each of the foregoing is solely responsible for its own financial condition and
contractual obligations. Please call us for details. 616066

FOR REGISTERED INVESTMENT ADVISOR USE ONLY.NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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DPL Financial Partners

 

 


 

 

 

 

 

 

 

 

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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