FPA DFW Conference 2023 | Financial Planning Association (FPA) | 9 February 2023 | Irving Convention Center at Las Colinas, 500 W Las Colinas Blvd., Irving, TX 75039, USA
Venue
Irving Convention Center at Las Colinas
Irving Convention Center at Las Colinas, 500 W Las Colinas Blvd., Irving, TX 75039, USA
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| Event Date | Thu Feb 9 EST (almost 2 years ago) |
| Location |
Irving Convention Center at Las Colinas
500 W Las Colinas Blvd., Irving, TX 75039, USA |
| Region | Americas |
Details
The 2023 Conference will feature industry leading keynote and breakout speakers and a plentitude of networking opportunities. You will participate in knowledge sharing and collaboration while building relationships and enhancing your professional network. You will 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. Join us for a full day of professional development and networking.
Speakers
2023 Speakers
Darin R. Shebesta, CFP®, AIF®, CAP®
VP, Jackson/Roskelley Wealth Advisors, Inc.
Carolyn McClanahan, M.D., CFP®
Founder, Life Planning Partners, Inc.
Alan Moore, MS, CFP®
CEO & Co-Founder, XY Planning Network
Pearl Balsara, CPA
Senior Tax Manager, HM&M
Tony Boyd, CIC, AFIS
Sr. Vice President, Private Client Group, Hub International Personal Insurance
Mark Buisson, CIC, CRM, CPRM
Vice President, Sales & Marketing, PURE Group of Insurance Companies
Jana Simons, LL.M., J.D., M.S., CFP®
Associate, Meadows Collier Attorneys at Law
Carolyn McClanahan, M.D., CFP®
Founder, Life Planning Partners, Inc.
Matt Reiner, CFA, CFP®
CEO & Co-Founder, Benjamin
Robert (Bob) Phipps
Director, Partner, Per Stirling Capital Management, LLC
Brandon O'Neill, CFP®, CAP®
Fidelity Charitable
Gary A. Zwick
Attorney at Law, J.D., LL.M., CPA (inactive), AEP, Partner, Walter Haverfield, LLP
Carol Marak
Author and Coach, B.S. Behavioral Sciences, Sam Houston State University, Fundamentals of Gerontology Certificate, U.C. Davis
Sonia Dumas, CPA
CEO, Curio Haus
Gary A. Zwick
Attorney at Law, J.D., LL.M., CPA (inactive), AEP, Partner, Walter Haverfield, LLP
Philip McInnis
Chief Investment Strategist, Avantis Investors®
Courtland Warren
CEO, OptEffect, LLC
Sponsors & Partners
2023 Partners
DIAMOND CORPORATE PARTNER:
• Per Stirling Capital Management, LLC
PLATINUM CORPORATE PARTNERS:
• First Trust
• Guggenheim Investments
• Avantax
• Avantis Investors
• Sit Mutual Funds
• Commerce Street Capital
• SS&C I ALPS Advisors
• Visory (True North Networks)
• Palladium Group
• Ashford Securities, LLC
GOLD CORPORATE PARTNERS:
• The Dallas Foundation
• Hines Securities
• Hub International Personal Insurance
• Jensen Investment Management
• Pacific Funds
• Pacific Life
SILVER CORPORATE PARTNERS:
• Communities Foundation of Texas
• Federated Hermes, Inc
• Southern Continuing & Professional Education
• Dimensional Fund Advisors
• Allianz Life
• USI Southwest
• Voya Investment Management I Pomona Capital