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Speaker Presentations

FPA Dallas/Fort Worth Chapter Meetings & Events

The following files have been graciously provided by our speakers for use and reference by the FPA Dallas/Fort Worth membership. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented. 
Please click on the links to download speaker presentations.  If you have difficulty, also try to download by right-clicking and selecting "save target as" and save to your hard drive.  Please check back as additional presentations will be added as they are received.







Politics in the Age of Trump
Doug Sosnik

 Speaker Handout (PDF)


Energy Sector and Market Update

Austin Zaunbrecher, CFA, CMT - Hancock Whitney


 Speaker Handout (PDF)
September 18, 2018 - FPA DFW Chapter Meeting


The Evolution of Advisors Alpha: From Porfolios to People
Hank Lobel, CFA, CFP® - Vanguard's Investment Strategy Group


 Speaker Handout (PDF)


Evidence-Based Investing and Overcoming Behavioral Biases
Christine Wang, CFP®, CPA - Bridgeway Capital Management


 Speaker Handout (PDF)
June 19, 2018 - FPA DFW Tarrant County Chapter Meeting


Performance Fee Structures Within Mutual Funds
Greg Meier, Allianz Global Investors


 Speaker Handout I (PDF)
 Speaker Handout II (PDF)


Succession Planning: The 10 Non-Legal Questions You Must Ask!
John Rhodes, Ph.D., CNLSecurities


 Speaker Handout (PDF)
June 5, 2018 - FPA DFW Chapter Meeting


Texas Patriarch: The Rise & Fall of a Family Empire
Douglas Box, Box Family Advisors


 Speaker Handout (PDF)
March 20, 2018 - FPA DFW Chapter Meeting


The SmartIRATM - A Trusteed IRA for Financial Advisors
Chuck Sharpe, J.D. - Sharpe & Associates


 Speaker Handout (PDF)


How Transaction Costs are Eating American Homeownership
Alex Doubet, Founder & CEO, Door


 Speaker Handout (PDF)
January 26, 2018 - FPA DFW Chapter Meeting


Breakout Sessions

  • Creative Philanthropy Using Non-Cash Assets

  • What You've Learned & What You Wish You Would Have Known: Advice for Your New Job

Speaker Handout (PDF)

No handout for panel discussion


An Overview of Selected Provisions of the Tax Cuts & Jobs Act
Vance Maultsby, CPA - Huselton, Morgan & Maultsby


Speaker Handout (PDF)



November 7, 2017 - FPA DFW Chapter Meeting


A) Market Signals: What the Financial Markets Are Telling Us Now (Bonus Session)

B) Uncertainty Brings Opportunity: What's Ahead:

Peter Ricchiuti, Founder & Director of Burkenroad Reports

Tulane University

(A) Speaker Handout (PDF) Bonus session


(B) Speaker Handout (PDF)


8,000 Days - An Entire Phase of Your Life Waiting to be Invented

Michael Lynch, Vice President, Strategic Markets - Hartford Funds


 Speaker Handout (PDF)
September 12, 2017 - FPA DFW Chapter Meeting


MicroCap Funds: Opportunity Comes in All Sizes
Steve Solomon, CFA, CFP® - Hancock Horizon Investments

Speaker Handout (PDF)


The Evolution of Factor Investing
Ehren Stanhope, CFA - O'Shaughnessy Asset Management

Speaker Handout (PDF)


The Alzheimer's Tsunami
Jack Broyles - Jack Broyles & Associates


Handout not available
July 25, 2017 - FPA DFW Tarrant County Chapter Meeting


I Just Checked  to See What Condition My Condition Was In
Current State of Tax Reform

Gary Post, J.D., Partner at The Blum Firm, P.C.

Handout not available


Creating Philanthropy Using Noncash Assets
Rid Riggins, CFA, CAP, The Dallas Foundation &
Nancy Jones, President & CEO, North Texas Community Foundation

Speaker Handout (PDF)
June 6, 2017 - FPA DFW Chapter Meeting


Estate Planning: To "B" or not to "B Trust" That is the question!

Mark L. Prendergast, CFP, CPA, CDFA - Director of Tax Strategies, Inspired Financial


Speaker Handout (PDF)

Utilizing ESOPs for Tax Efficient Liquidity

Mark Russell - Senior Managing Director, Griffin Financial Group &
Ed Renenger - Lawyer Shareholder at Stevens & Lee


Speaker Handout (PDF)
March 21, 2017 - FPA DFW Chapter Meeting


Advising Clients Through the Toughest Times in Life

Amy Florian / CEO of Corgenius 


Handout not available

Advising Clients Through the Toughest Times in Life

Amy Florian / CEO of Corgenius


Speaker Handout (PDF)
January 27, 2017 - FPA DFW Chapter Meeting

Becoming an Insider in Your Natural Market

David Lee, CFP® / Director of Practice Intelligence, Raymond James Financial


Speaker Handout (PDF)

Transitioning from Student to Professional and Getting Hired in
Financial Planning

Caleb Brown, CFP® / Partner, New Planner Recruiting, LLC


Click here for helpful resources & articles

on the New Planner Recruiting website

Give Yourself a Raise! Maximize Your Profitability & Productivity -
Proven Tax Strategies for the Insurance & Financial Professionals

Tom Rich / Bradford and Company





November 1, 2016 - FPA DFW Chapter Meeting


Understanding Non-Verbal Communication
Jan Hargrave

Speaker Handout (PDF)
Reverse Mortgages in Retirement Income Planning
John Salter, Ph.D., CFP, AIFA - Associate Professor - Texas Tech University PFP
Speaker Handout (PDF)

Succession Planning and M&A:
Learning the Basics to Achieve the Ideal Transition

David DeVoe - DeVoe & Company

Speaker Handout (PDF)
October 18, 2016 - FPA DFW Tarrant County Chapter Meeting


How to Pick a Bond Fund: Identifying Hidden Costs & Misunderstandings
Venk Reddy - Zeo Capital Advisors, LLC

Speaker Handout (PDF)

Multi-Factor ETFs

Robin Thompson - Dimensional


Speaker Handout (PDF)
September 6, 2016 - FPA DFW Chapter Meeting

The Millennial Mindset: Attracting the Next Generation

Dr. Nathan Harness - Director of Financial Planning at Texas A&M Univ.

Speaker Handout (PDF)
From the Hill to the Street: An Insider's Perspective
Jeff Bush - The Washington Update

Speaker Handout (PDF)
June 14, 2016 - FPA DFW Tarrant County Chapter Meeting  

Implementing Alternatives: A Road Map for Investment Professionals

Sonia Spirling, CFA - Natixis Global Asset Management

Speaker Handout (PDF)
U.S. Energy Renaissance Update
Nick Brown - Cushing Asset Management

Speaker Handout (PDF)
June 7, 2016 - FPA DFW Chapter Meeting  
A Higher Standard of High Net Worth Clients
Ken Haman, Manager Director of the AB Advisor Institute

Speaker Handout (PDF)
Standard of Care Execution (PDF)

Standard for High Net Worth (PDF)

Creating an Investment Plan for the Irrational Investor

Jay Mooreland, CFP®, MS - Founder of The Emotional Investor

Speaker Handout (PDF)
March 15, 2016 - FPA DFW Chapter Meeting

Economics & Markets: The Short View & The Long View

John Portwood, CFA - Hancock Horizon Investments

Speaker Handout (PDF)
What Do High Net Worth Donors/Clients Expect You to Know About Philanthropy?
Nathan Daley, J.D. - Director, Complex Assets Group - Fidelity Charitable

Speaker Handout (PDF)
 January 29, 2016 - FPA DFW Chapter Meeting  

Social Security After the Budget Act: How the New Rules Create Business Opportunities

Speaker Handout (PDF)
'Coordinate' a Social Security Strategy with a Withdrawal Strategy to Provide Better Advice & Guidance to Your Clients

Speaker Handout (PDF)


Links to Speaker Handouts 
November 3, 2015 - FPA DFW Chapter Meeting

ixed Income Alternative - Commercial Real Estate in Your Client's Portfolio

Scott Lawlor, Founder and CEO of Waypoint Residential

Speaker Handout (PDF)

Economic Review of 2015 and Outlook for 2016

Sinead Colton, Managing Director, Head of Investment Strategy - Mellon Capital
Speaker Handout (PDF)
September 15, 2015 - FPA DFW Chapter Meeting 

Strategies for a Rising Rate Environment

Patrick Maldari, CFA
Aberdeen Asset Management, Inc.

Speaker Handout (PDF)

Three Questions That Can Predict Future Quality of Life

John Diehl, CFP®, CLU, ChFC
Hartford Funds
Speaker Handout (PDF)
June 16, 2015 - FPA DFW Fort Worth Capter Meeting - Fort Worth Club 

Social Security: Spouses, Widows & Divorcees- Everything you Didn't Ask

Mary Downing
Pioneer Investments

 Speaker Handout (PDF)

Positioning Financial Planning Advice

David Richman

Eaton Vance Investment Managers

 No Handout Available
June 2, 2015 - FPA DFW Chapter Meeting 

Proven Tax Strategies

Thomas Rich 

 No Handout Available

Planning for Retirement Living: The Financial Implications of Aging

Michael Finke, Ph.D., CFP®

Director of Retirement Planning & Living in the Department of Financial

Planning at Texas Tech University 

 Speaker Handout (PDF)

Improving Client Relationships by Protecting Client's Interest and Avoiding Sources of Lawsuits

Travis Pearson, ASLI - Markel Specialty Programs  

 Speaker Handout (PDF)
March 17, 2015 - FPA DFW Chapter Meeting 

Transition Expertise Matters

Susan Bradley, CFP®, CFT™

Founder of the Sudden Money Institute


Speaker Handout (PDF) 

What's Mine is Mine and I want to Keep it That Way: Maintaining the Separate Property of Your Client's Assets Without a Premarital Agreement - The Texas Version

Sandy Bisignano

Founding Partner of Bisignano & Harrison, L.L.P 

Speaker Handout (PDF) 
January 30, 2015 - FPA DFW Chapter Meeting & 11th Annual Career Day 

What Can Investors Expect from the Federal Reserve

Milton Ezrati

Partner, Senior Economist & Market Strategist at Lord Abbott 

 Speaker Handout (PDF)

Health Care Planning

Carolyn McClanahan, M.D.,  CFP®

Life Planning Partners, Inc. 

 Speaker Handout (PDF)

Career Strategies for a Dynamic Profession

Patrick Dougherty,  CFP®

Dougherty Wealth Management 

Trudy Turner,  CFP®

No Handout Available 

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