2025 FPA DFW Conference
by Financial Planning Association of Dallas/Fort Worth (FPA DFW)
The 2025 FPA DFW Conference is an annual event organized by the Financial Planning Association of Dallas/Fort Worth (FPA DFW), dedicated to advancing the financial planning profession. Scheduled for February 13, 2025, at the Irving Convention Center in Irving, Texas, this conference serves as a premier gathering for financial planning professionals seeking to enhance their knowledge and network with peers.
The conference agenda encompasses a wide array of topics pertinent to the financial planning industry, including education planning, estate planning, ethics, FinTech, general financial planning principles, healthcare planning, investment planning, practice management, professional conduct and regulation, psychology of financial planning, retirement savings and income planning, risk management and insurance planning, succession planning, and tax planning. Attendees will have the opportunity to participate in sessions led by esteemed speakers, offering insights into current trends and best practices within these areas.
In addition to the educational sessions, the conference features several networking events designed to foster professional relationships. A pre-conference reception is scheduled for February 12 at Bar Louie Las Colinas, providing an informal setting for attendees to connect before the main event. On February 13, a post-conference reception will be held at the Irving Convention Center, offering further opportunities for engagement. Notably, a unique 'Puppy Party' event, powered by Baird and brought by Operation Kindness, will take place on-site from 12:30 PM to 2:30 PM, allowing attendees to interact with puppies in a relaxed environment.
This conference is ideal for CFP® professionals, estate planning attorneys, CPAs, and other financial planning practitioners aiming to stay abreast of industry developments, earn continuing education credits, and expand their professional networks. The event's comprehensive program and diverse networking opportunities make it a valuable experience for professionals at all career stages.
Categories
Speakers(12)
Corey Anderson
Owner at DI Geek
Corey Anderson, DIA, is the owner of DI Geek, specializing in income protection planning and disability insurance solutions.
Cozy Wittman
Education & Partnerships at College Inside Track
Cozy Wittman leads Education & Partnerships at College Inside Track, specializing in guiding families through the complex college planning process.
Elizabeth Forspan
Partner at Forspan Klear, LLP
Elizabeth Forspan, Esq., is a partner at Forspan Klear, LLP, specializing in elder care and estate planning with a focus on Medicaid and Special Needs Planning.
Evan Beach
Founder & President at Exit 59 Advisory
Evan Beach, CFP®, EA, AWMA®, is the Founder & President of Exit 59 Advisory, emphasizing client communication strategies to maximize referrals and retention.
Gary Garcia
VP of Philanthropic Partnerships at The Dallas Foundation
Gary Garcia, CAP®, serves as the VP of Philanthropic Partnerships at The Dallas Foundation, focusing on innovative philanthropic strategies.
Jeffrey Levine
Lead Financial Planning Nerd at Kitces.com & Chief Planning Officer, Buckingham Wealth Partners
Jeffrey Levine is a CPA/PFS, CFP®, CWS, BFA, MSA, serving as the Lead Financial Planning Nerd at Kitces.com and Chief Planning Officer at Buckingham Wealth Partners.
Jerry Auippa
Reverse Mortgage Consultant at LongBridge Financial, LLC
Jerry Auippa, CRMP, is a Reverse Mortgage Consultant at LongBridge Financial, LLC, focusing on leveraging home equity in retirement planning.
Jessi Chadd
Chief Wealth Officer at Aspyre Wealth Partners
Jessi Chadd, CFP®, CeFT®, is the Chief Wealth Officer at Aspyre Wealth Partners, emphasizing holistic retirement planning beyond financial considerations.
Kevin Betancourt
Advisor Relationship Manager at The Dallas Foundation
Kevin Betancourt, CAP®, is an Advisor Relationship Manager at The Dallas Foundation, specializing in strategic philanthropy and client engagement.
Matt Reiner
Managing Partner at Capital Investment Advisors & Wealth Strategies
Matt Reiner, CFP®, CFA, is the Managing Partner at Capital Investment Advisors & Wealth Strategies, focusing on integrating AI into financial advisory practices.
Mosheh Oinounou
Founder & Editor in Chief at Mo News
Mosheh Oinounou is the Founder & Editor in Chief of Mo News, providing insights into the evolving media landscape and its impact on financial advisors.
Sharon R. Luker
Owner at LTC Planning Consultants
Sharon R. Luker, CLTC, is the owner of LTC Planning Consultants, focusing on modern long-term care strategies and solutions.
Event Details
- Date
- April 10-11, 2025
- 2 days
- Location
- 🇺🇸 Dallas, United States
- Irving Convention Center
- Pricing
- $310 - $465
- Audience
- CFP® professionals, estate planning attorneys, CPAs, and financial planning practitioners.