PastIn Person

2023 FPA DFW Conference

by Financial Planning Association of Dallas/Fort Worth

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.

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.

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.

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