The 2023 FPA DFW Conference, organized by the Financial Planning Association of Dallas/Fort Worth, is a premier event for financial planning professionals. Scheduled for February 9, 2023, at the Irving Convention Center in Irving, Texas, this conference offers a comprehensive platform for learning, networking, and professional development.
Attendees can expect a diverse range of sessions covering critical topics such as education planning, estate planning, ethics, FinTech, general financial planning principles, healthcare planning, investment planning, practice management, professional conduct and regulation, retirement savings and income planning, risk management and insurance planning, succession planning, and tax planning. The conference features industry-leading keynote and breakout speakers, providing insights into current trends and strategies in the financial planning sector.
In addition to the educational sessions, the conference includes numerous networking opportunities, allowing participants to connect with peers, industry leaders, and potential collaborators. A pre-conference reception is scheduled for February 8 at Bar Louie Las Colinas, and a post-conference reception will be held on February 9 at the Irving Convention Center. These events offer relaxed environments for attendees to build relationships and expand their professional networks.
The conference is designed for financial planning professionals at all career stages, from aspiring planners to established practitioners. By attending, participants will gain practical strategies, insights, and guidance to propel their financial planning careers forward, making it an invaluable experience for anyone in the field.
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Speakers(15)
Alan Moore, MS, CFP4
Co-Founder at XY Planning Network
Alan Moore is the co-founder of XY Planning Network, dedicated to supporting financial planners serving Gen X and Gen Y clients.
Carol Marak
Solo Living Coach & Author at CAROL MARAK, LLC
Carol Marak is a solo living coach and author, providing guidance on holistic life planning beyond finances for solo agers.
Carolyn McClanahan, M.D., CFP4
Founder at Life Planning Partners, Inc.
Dr. McClanahan is the founder of Life Planning Partners, Inc., and a recognized expert in integrating financial planning with health care planning.
Courtland Warren
Founder at OptEffect, LLC
Courtland Warren is the founder of OptEffect, LLC, focusing on enhancing empathy and authentic communication in professional settings.
Gary A. Zwick, J.D., LL.M., CPA (inactive), AEP
Partner at Walter Haverfield, LLP
Gary A. Zwick is a partner at Walter Haverfield, LLP, with expertise in planning for closely held businesses.
Jana Simons, LL.M., J.D., CFP4
Associate at Meadows Collier Attorneys at Law
Jana Simons is an associate at Meadows Collier Attorneys at Law, specializing in wealth preservation and transfer strategies for multi-generational families.
Mark Buisson, CIC, CRM, CPRM
Vice President, Sales & Marketing at PURE Group of Insurance Companies
Mark Buisson is the Vice President of Sales & Marketing at PURE Group of Insurance Companies, focusing on high-net-worth personal insurance solutions.
Matt Reiner, CFA, CFP4
CEO & Co-Founder at Benjamin
Matt Reiner is the CEO and co-founder of Benjamin, a fintech company enhancing financial advisors' efficiency through automation.
Michael Wilson
Vice President at Fidelity Charitable
Michael Wilson is a Vice President at Fidelity Charitable, specializing in integrating charitable planning into financial advisory practices.
Nathan Daley
Vice President at Fidelity Charitable
Nathan Daley is a Vice President at Fidelity Charitable, focusing on charitable planning strategies to grow advisors' businesses.
Pearl Balsara, CPA
Tax Manager at HM&M
Pearl Balsara is a tax manager at HM&M, providing strategic tax planning and compliance services.
Phillip McInnis
Director of Portfolio Strategy at Avantis Investors
Phillip McInnis is the Director of Portfolio Strategy at Avantis Investors, focusing on the comparative analysis of ETFs, mutual funds, and SMAs.
Robert (Bob) Phipps
Director, Partner at Per Stirling Capital Management, LLC
Bob Phipps is a director and partner at Per Stirling Capital Management, LLC, specializing in macroeconomic analysis and capital market strategies.
Sonia Dumas, CPA
Founder at Curio Haus
Sonia Dumas is the founder of Curio Haus, specializing in blockchain and cryptocurrency investment strategies.
Tony Boyd, CIC, AFIS
Senior Vice President, Private Client Group at Hub International Personal Insurance
Tony Boyd is the Senior Vice President of the Private Client Group at Hub International Personal Insurance, specializing in personal liability risk management.
Event Details
- Date
- April 20-21, 2023
- 2 days
- Location
- 🇺🇸 Dallas, United States
- Irving Convention Center
- Pricing
- $140 - $415
- Audience
- Financial planning professionals at all career stages
- CLE Credits
- CFP Ethics session on February 8 offers 2.0 CFP Ethics CE credits.