FPA Dallas/Fort Worth
Fall 2017 Newsletter
Career Development: Financial Planning via a Monthly Retainer
http://bit.ly/2AbbXKp
NexGen JOINT Happy Hour! FPA, CFA & DEPC
November 14th @ Dolce Riviera in Dallas
FPA DFW Chapter Meeting
November 7th @ Crowne Plaza Hotel, Addison TX
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The 14th Annual FPA DFW Career Day will be held Friday, January 26, 2018, at the Crowne Plaza Hotel in Addison in conjunction with the FPA DFW Chapter Meeting.
What is Career Day?
Career Day is a full day of networking and interviews. Our mission is to help candidates get employment opportunities to further their career goals and, at the same time, help employers find their next Star to add value to their firm. There is no better opportunity for you to get significant face time with numerous prospective employers/employees, network with the FPA DFW chapter members, and further the profession’s brightest minds. There are many chances throughout the day for networking and ad hoc interviews.
Would you like to interview potential candidates? Send your contact information and level of interest to CareerDay@fpadfw.org no later than TUESDAY DECEMBER 19, 2017.
RSVP at your earliest convenience as spots are limited.
For a list of full details, requirements and deadlines, visit: http://www.fpadfw.org/page/CareerDay
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2017 FPA Honors Awards
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2017 FPA Scholarships
Pamela Yip Memorial Scholarship: Cynthia Mogensen; received AA in General studies from Lonestar College in 2009; obtained/currently enrolled in University of Houston, BBA Finance, PFP Track; has been working at Harman Wealth Management in The Woodlands, TX.
FPA DFW Professional Development Merit Scholarship: Kaylyn Adams from Texas Tech University PFP and Joshua Ortiz from Texas Tech University PFP.
Peggy Everson, CFP® Memorial Merit Scholarship: Victoria Gibbs from Texas Tech University PFP
Dennis Carpenter, CFP® Merit Scholarship: Robert Reay from Texas Tech University PFP
Quest Capital Management Merit Scholarship in Honor of E.W. "Woody" Young, CFP®: David Tenerelli from University of Michigan in 2008;Financial Planner at Strategic Financial Planning in Plano, TX; University of Georgia Terry College of Business CFP Program.
Keir CFP® Prep Course: Joshua Ortiz from Texas Tech University PFP
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FPA Members in the Media!
2017 Dallas Morning News, NBC, Telemundo Hotline
- Dallas-Fort Worth financial experts answer more than 1,000 money questions for free - Dallasnews.com
- Getting your finances in order: Four signs that you need help - NBCDFW5
- Dallas Morning News, NBC 5, T39, Al Dia Host Financial Planning Hotline - NBCDFW.com
- Fast financial facts: Why scammers are targeting more older Americans
- Financial fast facts: Why Texans are finding it more difficult to save for retirement
- Financial planning hotline: Get answers to your homebuying, debt and retirement questions today
- Want to retire wealthy? Start with your 'money personality'
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Congratulations!
Congratulations to Dennis Moore, CFP® of Quest Capital Management, Inc. for being named to the National Board of Directors of the Financial Planning Association! We wish him well in this new leadership role.
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Welcome New Members!
View National FPA's Your Membership Advantage Discounts!
Daniel Becker, CFP® - Red Oak Financial Group
Jeffrey Burkholder
Joe Chairez, CFP®
Andrew Crim
Ryan Dignum, CFP®
Paul Haines - BOK Financial Advisors
Cindy Hanes - North Texas Community Foundation
David Hirschfield
Edmund Job
Ross Morrow - Howard Financial Services, Ltd.
Kemon Neal
William Ohakam - TD Ameritrade
Nicholas Peiffer - Russell Investments
Lacy Pritchard
Stephanie Sammons, CFP® - Sammons Wealth Management
Joe Scoggin
Susan Sturdivant, Ph.D., ISA, CAPP - Highland Park Appraisals & Estate Sales
Richard Talbot
George Townsend, CFP®® - Consillum Wealth Advisory, LLC
Elizabeth Whitteberry, CFA®, CFP®, AIF® - BP Wealth Advisors
Cyle Zimmerman
Refer New Members. Lower Your Dues. Help Grow FPA.
FPA DFW members who refer a NEW member before December 31, 2017 will also be entered into a drawing to win a FREE CRUISE! CLICK HERE FOR DETAILS
Congratulations on Your Member Anniversary!
35 Years
Dulany Howland, CFP® - G. Dulany Howland Advisory Corporation
Lynne Luby, CFP®, CIMC - Luby & Associates
25 Years
Dana Pingenot, CFP®, CLU - Lee Financial Corporation
William Rosenthal, CFP®, ChFC, CRC, CFS - Rosenthal Retirement Planning, LP
20 Years
Michael Evans, CFP®, CSA - Legacy Group
Gregory Krewson - AXA Advisors, LLC
Susan Schildt, CFP® - Stratford Consulting
Gerald Pierce, CFP® - Edward Jones
15 Years
John Moore, CFP® - Northwestern Mutual
Gregory Morgan, CFP® - SFMG Wealth Advisors
Joseph Nolan, CFP® - RGT Wealth Advisors
Jimmy Perryman, CFP® - Perryman Financial Advisory, Inc.
10 Years
Laura High, CFP® - RBC Wealth Management
William Johnston - First Command Financial Planning, Inc.
Dallas McKee, CFP® - Lifeway Financial Corporation (FPA DFW Secretary)
Mark Phalen, CFP® - Southwest Insurance Services, Inc.
Scott Spiker - First Command Financial Planning, Inc.
5 Years
Carl Larimore, CFP® - Mercer Advisors
Scott Parker, AAMS® - Charles Schwab & Co., Inc.
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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
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FPA Retreat 2017 Recorded Sessions Now Available
We hope to see you at next year's event and encourage you to register for FPA Retreat 2018, returning to the Wigwam in Phoenix, April 23-26, 2018.