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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.




September 1, 2020 - FPA DFW Chapter Meeting (ZOOM)


The Washington Update

Jeff Bush


Speaker Handout (PDF)


Are Traditional Value Allocations Misunderstood

Phil DeSantis - Westwood Holdings Group


Speaker Handout (PDF)
July 14, 2020 - FPA DFW Chapter Meeting (ZOOM)


What is the IRS Thinking in 2020?

Abbey Garber, Partner, Thompson & Knight, LLP


Speaker Handout (PDF)


Navigating the College Process in the New COVID-19 World
Cozy Wittman, Director of Education & Partnerships - College Inside Track


Speaker Handout (PDF)
Handout Addendum (PDF)
June 16, 2020 - FPA DFW Chapter Meeting (ZOOM)


Market and Economic Overview
Martin Landry, Director, Portfolio Management Group & Senior Portfolio Manager - Avantax Wealth Management


Speaker Handout (PDF)
April 28, 2020 - FPA DFW Chapter Meeting (ZOOM)


Is it the Tech or is it the Process?
Kristen Schmidt, Founder, Technology Strategist, Consultant, Speaker - RIA Oasis, LLC                                                      


Speaker Handout (PDF)


Credit Positioning for Risk and Opportunity
Brian Quinn, CAIA, Senior Associate, Product Development & Management - Guggenheim Investments


Speaker Handout (PDF)

 January 21, 2020 - FPA DFW Chapter Meeting 


How to Increase Trust, Connection & Likability in 4 Min or Less
Deirdre Van Nest, Creator of the Crazy Good Talks® Blueprint


Speaker Handout (PDF)


Bear Market Boot Camp
Luke Trammell, Senior Vice President, Capital Group I American Funds


Speaker Handout Unavailable



November 8, 2019 - FPA DFW Chapter Meeting


What is Your Philosophy/Belief System
Patrick Dougherty, CFP® - Dougherty Wealth Management


Speaker Handout Not Available at this time


A Convergence of Opportunity: The Workplace of Tomorrow
Dr. Nathan Harness, CFP® - TD Ameritrade Director of Financial Planning at Texas A&M


Speaker Handout Not Available at this time


What is Your Philosophy/Belief System
Philip DeSantis, CFA - Westwood


Speaker Handout (PDF)
October 15, 2019 - FPA DFW Chapter Meeting


Protecting Yourself from Cyber Threats
Steven Ryder, True North Networks


 Speaker Handouts (PDF)


Building Ideal Relationships with Women Clients

Bobby Miller, CFA - New York Life/MainStay Funds


 Speaker Handouts (PDF)
October 1, 2019 - FPA DFW Chapter Meeting


How An Advisor Adds Value Through Behavioral Coaching - Vanguard Advisor's Alpha
Jim Entwisle, CFP® - Vanguard Financial Advisor Services


 Speaker Handout (PDF)


You've Been Hacked: How to Reframe Your Wealth Management Business & Renew Client Relationships
Raymond Sclafani, PCC - ClientWise
September 29, 2019 - FPA DFW Ballpark Event CE Session


Divorce, Disability & Death: Bringing Life's 3-D's Into Focus
John Rafferty - Symetra


 Speaker Handout (PDF)
June 18, 2019 - FPA DFW Chapter Meeting

Risk Weighting: An Intuitive Approach to Diversification

Scott Kefer, CFA - VictoryShares [Victory Capital]


 Speaker Handout (PDF)

Choice of Entity
Dustin G. Willey - Bourland, Wall & Wenzel


 Speaker Handout (1) (PDF)
 Speaker Handout (2) (PDF)
June 4, 2019 - FPA DFW Chapter Meeting

The Factors That Matter

Andrew Berkin, Ph.D. - Bridgeway Capital Management


 Speaker Handout (PDF)
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)


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)


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)

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