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Event Date |
Thu May 16 CDT - Fri May 17 CDT (over 5 years ago)
In your timezone (EST): Thu May 16 8:30am - Fri May 17 4:00pm |
Location |
Irving Convention Center
500 West Las Colinas Boulevard, Irving, TX 75039, USA |
Region | Americas |
The FPA DFW Conference will be held May 16-17, 2019 at the Irving Convention Center. The goal of this event is to help professionals advance their careers in the financial planning industry by providing insight into current trends, advanced educational sessions and professional development.
The Conference includes a new app to make selecting the sessions you would like to attend much easier!, industry leading keynote and breakout speakers, interactive group discussions, and a plentitude of networking opportunities. You will participate in knowledge sharing and collaboration while building relationships and enhancing your professional network. You'll leave with practical strategies, insights and guidance on how to propel your financial planning career forward. Don't miss this opportunity to learn from and collaborate with the best industry leaders!
2019 Speakers
Michael Kitces
Publisher, Pinnacle Advisory Group
Ross Riskin, CPA/PFS, CCFC
American College of Financial Services, Assistant Professor of Taxation
Jean Dunn, CFP®
Vice President, T. Rowe Price Associates, Inc.
Linden Nelson, CIC, CPRM
Personal Risk Advisor, Swingle Collins & Associates
Tara G. McCoy
Asst. VP & Business Dev, Manager, Chubb Personal Risk Services
Sonya Lutter, Ph.D., CFP®
Associate Professor, Kansas State University Institute of Personal Financial Planning
Grant Mosher, CFP®
Practice Management
David T. Brunson, CFP®, CFA, CDFA
Lifeway Financial Corporation
Linda Shirkey
President, The Advisors Resource
Thomas Fink
VP RIA Business Development, Ameritas
Bud Moore, CFP®
Managing Partner, Valesco Industries
Ajamu Loving, Ph.D.
University of NTX at Dallas, Asst Professor of Finance
John 'JT' Thorpe
VP, CEO Advisor Business Consultant, Oppenheimer Funds
2019 Partners
DOUBLE PLATINUM CORPORATE PARTNER:
• King Operating Corporation
PLATINUM CORPORATE PARTNERS:
• Bridgeway Capital Management
• Door, Inc.
• Innovative Portfolios, LLC
• Orion Advisor Services
• True North Networks, LLC
• Vanguard
• Ameritas
• Westwood Funds
GOLD CORPORATE PARTNERS:
• AT&T Business
• DPL Financial Partners
• The Dallas Foundation
• Guggenheim Investments
• Hub International Personal Insurance
• Jensen Investment Management
• Hines Securities
• Voya Investment Management
• Waypoint
SILVER CORPORATE PARTNERS:
• Artisan Partners
• Advyzon
• Zeo Capital Advisors
• BOK Financial Advisor Trust
• Dimensional Fund Advisors LP
• IMA Select
• Ivy Investments
• Nationwide Advisory Solutions
• Thornburg Investment Management
• E*Trade Advisor Services
• Concenter Services - XLR8
• Southern Methodist University
• Charles Schwab Advisor Services
• Coy Capital Management, LLC