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Newsletter - March 2020


March 2020 Issue

Create Success for Today, Tomorrow and 2030

Change can seemingly arrive in leaps and bounds, but the truth is that the incremental changes we make today will set up our businesses for success in 2020 and lay the groundwork for relevance in 2030. We asked the eight business coaches of theFPACoaches Cornerto offer their advice on what can be done today to begin laying the groundwork for meaningful long-term innovation. ReadAction 2020: Create Business Success for Today and Tomorrowand power up your business today!

FPA Diversity Scholarships

The FPA Diversity Committee developed a merit-based scholarship program to sponsor Diversity Scholarship award recipients to attend an FPA national conference, collaborate with the FPA communityand promote inclusivity and creativity within the financial planning profession.

The Scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes:

  • Raising awareness of the profession in diverse communities;
  • Serving diverse communities with financial planning; and
  • Increasing professional opportunities for diverse communities within the financial planning profession.

The scholarship is available for the following national conferences:

2020 Diversity Scholarship Guidelines and Application.pdf

NexGen Gathering Scholarships - Apply Today!

The DFW chapter of NexGen is proud to offer TWO scholarship's to this year's NexGen Gathering!Please submit your entry via the form below by April 1st for your chance to win the cost of registration ($399) to this year's event in Las Vegas. Winners will be responsible for their own travel expenses (hotel/air). ENTER ONLINEDeadline: Wednesday, April 1 by 5pm CST

NexGen Topics & Tacos

March 19 @ Taco Deli

Estate Planning: Family Dynamics

Read More

DFW Chapter Meeting

Plan to join us April 28 at the Communities Foundation in Dallas for 2 great topics, CE, and lunch

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FPA DFW Ballpark Event 2.0

Join us for a great evening of networking and Texas Rangers Baseball on MAY 14th at the new Globe Life Field. (Note: this is not opening day). Tickets on sale now!

Read More

FPA Retreat 2020will be held at the idyllic Hyatt Regency Lost Pines Resort & Spa in Cedar Creek, Texas. FPA Retreat is truly unique in the world of professional events, offering the perfect setting for the top minds in financial planning to work together to build the future of the profession.

While FPA Retreat has grown and evolved over the years, it will always be a place where you can find people who share your commitment to changing people’s lives through the power of financial planning. It’s about more than investment management, technical skills and tools of the trade—it’s a connected story of nearly four decades and an experience that can alter your career.

We encourage you to join us as we add another important chapter to the FPA Retreat story.

Welcome, welcome, welcome!

We're glad you're here.

Brad Cooke

Katherine Dunlop

Robert Ernst - Edward Jones

Clay Jinks - Clintsman Financial Planning

Maria Menegazzo

Erin Menking - Aspire Planning Associates

Alexander Nelson - Fidelity Investments

Johnathan Rankin, CRPC - Theorem Wealth Management

Aaron Sanchez - National Financial, a Fidelity Inv. Co.

Jackie Schlup, CFP®, AFC - Quest Capital Management, Inc.

Chukwudi Uraih, MBA

Jerome Villella, CFP®, CFA - JP Morgan Securities, Inc.

Congratulations on your significant milestone with the FPA! You are a valuable member of our association and we greatly appreciate your loyalty.

35 Years: Kathleen Muldoon, CFP® - Carter Financial Management

25 Years:Leslie Killgore, CFP® - Active Wealth Management;William Purcell - The Purcell Group;Richard Terrill, CFP® - The Terrill Group, LLC

20 Years: Carol Croy, CFP®;Elizabeth Helton, CFP®;Eric Tiedtke, CFP®

10 Years: Clint Adams, CFP® - Adams Wealth Management; Craig Cowles, CFP® - Mergent Group

5 Years: Stephanie Byrd, CFP® - View Capital Advisors; John Cravens, AWMA - Cravens Brothers Private Wealth Mgmt;Sarah Crowe, CPA, CFP® - Talis Advisors; Ilona Friedman, CFP® - Kestra Financial; Chris Garcia, CFP® - Ameriprise Financial; Justin Gedlen, CFP® - FFEC; Stephen Hart, CFP® - Talis Advisors; Laura Marquard, CFP® - AXA Advisors; Cynthia Spigel, CFP®; Stephen Webb, CFP®

FPA DFW Double Platinum Corporate Partner

FPA DFW Platinum Corporate Partners

FPA DFW Gold Corporate Partners

FPA DFW Silver Corporate Partners

P.O. Box 2267, Frisco, TX 75034
Phone: (972) 747-0407

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