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FPA Dallas/Fort Worth Chapter Meetings & Events

 
 
The following files have been provided by our guest 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.

 

 

2019

March 5, 2019 - FPA DFW Chapter Meeting

 

Understanding Market Volatility & How to Manage It

Jim Murphy, CFP®, CAIA - Innovative Portfolios

 Speaker Handout (PDF)

 

New Ideas in Health Insurance Planning: Medicare, Under 65 Health Plans & Small Group
Sharon R. Luker, CFP® - LTC Planning Consultants

 Speaker Handout (PDF)
January 25, 2019 - FPA DFW Chapter Meeting
 
Should You Invest in Real Estate During a Down Market?
Alex Doubet - Door, Inc.
 Speaker Handout (PDF)
 
Getting it Right When it Matters Most
Julian Leaver - The Dapper Diplomat
 Handout not available

 

Big Ideas in Disruptive Innovation
Matt Murphy - Resolute Investment Managers

 Speaker Handout (PDF)

2018

November 6, 2018 - FPA DFW Chapter Meeting

 

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)

2017

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

 


Unavailable
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

 

 

Unavailable

2016

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)
  


more Calendar

3/28/2019
FPA DFW 18th Annual OPENING DAY Ballpark Event (+ CFP ETHICS)

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