FPA Dallas/Fort Worth
MARCH 2018 NEWSLETTER
2018 FPA DFW Season Ticket
FPA DFW Media Training Day
NexGen Lunch Panel Series
FPA DFW Chapter Meeting
FPA Annual Opening Day Ballpark Event - Rangers vs Astros!
March 29th at Globe Life Park. Space is limited to 140 and this event will sell out quickly! CFP ethics will also be available at this event. http://bit.ly/2ETusEU
2018 FPA DFW Conference
May 16-17 at Irving Convention Center. This is the one Conference you will not want to miss! View details online:
View our 2018 Calendar Online
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Moving Forward Together #FPADFWCONF2018
Join us for topics on:
Practice Management, Succession Planning, Wealth Psychology, Compliance, Investment News: 40 Under 40 Panel Discussion, & More!
Keynote Speakers for 2018 Include:
Tax Planning Developments & Opportunities Under TCJA
Keeping Down Healthcare Costs: Empowered Patients & Health Insurance Choices
Rules vs Principles
Reverse Mortgages: The Cinderella of Retirement Planning
Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort" -- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking . The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82. With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing. This course will be covering how a Reverse Mortgage can reduce tax obligations, decrease Sequence of Returns Risk, increase Portfolio Survivability, and effects your Retirement Income Efficiency.
Featured Breakout Session Speakers:
- Susan Bradley, Sudden Money Institute
- Leanne Young, Brain Performance Institute
- Matt Vega, Intercon Health
- Joel Weintraub, Humor for the Health of It
- Thomas Giachetti, Stark & Stark
- Elizabeth Morris, Insight Research Corporation
- Kathleen Kingsbury, KBK Wealth Connection
- Joe Messinger, Capstone Wealth Partners
- & Numerous Others!
Don't miss this opportunity to hear from our industry's leading experts! Attendees may receive up to 14 CE for CFP, CPA, CIMA, NAPFA, TDI (including TDI Ethics). This year's conference will feature a NEW conference app, technology lounge, charging station, free wifi & complimentary Starbucks coffee bar.
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March 29, 2018 - Globe Life Park
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The FPA DFW Scholarship Committee has established 2 types of awards
Type 1: CFP® Exam Fee Reimbursement Scholarship ($600 value)
- Dennis Carpenter,CFP® Merit Scholarship
- Peggy Everson, CFP® Memorial Merit Scholarship
- Pamela Yip Memorial Merit Scholarship
- Quest Capital Management Merit Scholarship in Honor of E.W.”Woody” Young, CFP®
- FPA DFW Professional Development Merit Scholarship
Type 2: CFP® Exam Preparation Scholarship ($900 value)
- Keir Professional Development CFP® Prep Course Scholarship
Complete application packages must be emailed or postmarked on or before: March 31, 2018.
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Looking to Hire Your Next Star?
Click here to view resumes from FPA DFW Career Day 2018!
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Australia: Sydney, Melbourne | 10 days | August 23 - September 1, 2018 | $6,499
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Welcome New Members!
View National FPA's Your Membership Advantage Discounts!
Riley DeShazo, CFP® - Carter Financial Management
Dimitrian Jiminez
Austin Mitchell, CFP®
Charles Thomas, CFP®, CPA - Cain Watters & Associates
Eric Turner, CFP®- Mutual of Omaha
Adrienne Upchurch, MBA, CFP®,CLU - SmithConway
Shay Wiggins, CFP® - Fidelity Charitable
Rosemary Wright, CFP® - Wells Fargo Bank
Congratulations on Your Member Anniversary in March & April!
35 Years
Ken Link, CFP®, CFA - Link Financial Corporation
25 Years
Kalita Blessing, CFP®, CDFA - Quest Capital Management, Inc.
Terry Doyle, CFP® - Doyle & Associates
Jeff Schmeltekopf, CFP® - Dean Jacobson Financial Services, LLC
R.B. Wilshire, CFP®
20 Years
J. Richard Joyner, CFP®, CPA, CIMA®, CPW - Tolleson Wealth Management
Debra Keitzer Outlaw, CFP® - Perryman Financial Advisory, Inc.
15 Years
Ricky Bingham, ChFC, CASL, CLU - RL Bingham Financial Group
Ryan Blair, CFP® - SFMG Wealth Advisors
David Ragan, CFP® - Grunden Financial Advisory, Inc.
Gregory Reed, CFP® - Smith, Frank & Partners
10 Years
Diana Bacon, CFP® - Financial Strategies Group
Frank Fairbanks, CFP®, CPA - RGT Wealth Advisors
Devonee Kershner, CFP® - Lee Financial Corporation
Joseph Mbiene, CFP® - LifeTrack Financial Advisors
Martin Rasmussen, CFP®- Global Financial Advisory
Sharon Sahm, CFP® - Fidelity Investments
5 Years
Chris Massey, CFP® - Frost Wealth Advisors
Wes Shannon, CFP® - SJK Financial Planning, LLC
David Totah, CFP®
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About Us
Email: execdir@fpadfw.org
Website: www.fpadfw.org
Phone: (972) 747-0407
Facebook: https://www.facebook.com/fpadfw/
Twitter: @FPADFW