FPA DFW Conference 2024 | Financial Planning Association (FPA) | 15 February 2024 | 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 15 CST (10 months ago)
In your timezone (EST): Thu Feb 15 1:00am - Thu Feb 15 1:00am |
| Location |
Irving Convention Center at Las Colinas
500 W Las Colinas Blvd., Irving, TX 75039, USA |
| Region | Americas |
Details
This event promises to be a valuable experience for CFP® professionals, estate planning attorneys, CPAs, and all other financial planning professionals. This local conference is an exceptional platform for learning, exchanging ideas, and building connections
This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.
• Learn and share best practices to achieve greater business success.
• Build your professional competency in practice of financial planning.
• Hear from some of the profession's most preeminent thought leaders.
• Learn about the latest tools and services from top companies that can help your business and clients.
• Connect with professionals of all demographics and professional backgrounds.
• Be with your friends and colleagues!
Speakers
2024 Speakers
Robert Powell
Editor & Publisher, Retirement Daily, TheStreet
Tresi Weeks
Attorney & Founder, The Weeks Law Firm, PLLC
Chris Bentley
Founder & CEO, Wings for Widows
Jennifer Lehman
Program Dir., Wallace Chair, & Asst. Professor, The American College of Financial Services
Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
Anne Jones
Partner, Artemis
Bianca Admire
Partner, Artemis
Jana L. Simons
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
John Langston
Tax Partner, Saville CPA's & Advisors, LLC
Jason Loveless
Principal, JCL Solutions Group, LLC
Craig Lemoine
University of Illinois & Professor of Financial Planning
Erin W. Peirce
Attorney & Partner, Leu, Peirce & Olson
Jack Stock
VP, Product Specialist ARK Invest, Resolute Investment Managers
Sponsors & Partners
2024 Sponsors and Partners
DIAMOND PARTNER:
• mrb Partners
PLATINUM PARTNERS:
• Arbor Digital
• Avantax
• Avantis Investors
• First Trust
• Investmark Mortgage
• Protective
• Realty Capital Partners
• Texas Capital ETF & Funds Management
• Visory
GOLD PARTNERS:
• Brookfield Oaktree Wealth Solutions
• The Dallas Foundation
• Guggenheim
• Hines
• HUB
• Jensen Investment Management
• Take Command
SILVER PARTNERS:
• Allianz
• Charles Schwab
• Communities Foundation of Texas
• Dexter & Co,
• Dimensional Fund Advisors ltd.
• DPL
• Federated Hermes
• Macquarie
• Midland Advisory
• Osterweis
• Principal Asset Management
• Sit Investment Associates
• SMU
• USI
• Parnassis Investments
CONFERENCE SPONSORS:
• Resolute Investment Management
• Personal Financial Planning
• Xypn
• University of Illinois
• Onramp Invest
• Meadow's Collier
• UNT