The following files have been provided by our speakers for use and reference by all FPA DFW Conference attendees. To access the materials, please click the 'Download Presentation' link under the session(s) of your choosing. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.

Keynote Speakers

Helping Advisors Reimagine Retirement Planning

Robert Powell, CFP®, RMA® I Editor & Publisher I Retirement Daily on TheStreet
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5 Keys for Investment Success in 2024 and Beyond

Peter Perkins I Partner & Global Investment Strategist I MRB Partners
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Age, Fear & Uncertainty: How the Client Mindset is Changing the Client Experience

Julie Littlechild - Founder & CEO I Absolute Engagement
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Breakout Session Speakers

9:45 AM - 10:35 AM

Special Needs Trusts: Planning for Families with Special Needs Children

Tresi Weeks, J.D., CAP® I The Weeks Law Firm, PLLC
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Financial Planning for Newly Widowed Clients

Chris Bentley, CFP®, CRPC®, CLU, BFA, MBA I Wings for Widows
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Planned Giving: Fun with Taxes & Probate

Jennifer Lehman, Ph.D., J.D., CFP®, CAP® I The American College of Financial Services
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Breakout Session Speakers

10:50 AM - 11:40 AM

Advanced Education Planning: From 529 Plans to Student Loan Forgiveness

Ross Riskin, DBA, CPA/PFS, CCFC®, MS Tax I Investments & Wealth Institute
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Life Insurance 101: Case Studies on Product, Policy Service & Best Practices

Anne Jones & Bianca Admire, CFP® I Artemis Partners
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Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment

Arlene Moss I XY Planning Network
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Breakout Session Speakers

1:20 PM - 2:10 PM

Nothing is Ever What it Seems: An Overview of Disregarded Entities

Jana Simons, J.D., LL.M., CFP® I Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
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Tax Strategies & Implementation for Financial Planners

John Langston, CPA I Saville CPA's & Advisors, LLC
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Protecting One of Your Client's Greatest Assets - Their Income

Jason Loveless I JCL Solutions Group, LLC
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Breakout Session Speakers

2:25 PM - 3:15 PM

Using Artificial Intelligence (AI) in Wealth Management & Financial Planning

Craig Lemoine I University of Illinois & Professor of Financial Planning
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Elder Care & Long-Term Care Planning

Erin W. Peirce I Leu, Peirce & Olson
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Big Ideas: Technological Break Throughs

Jack Stock, CIMA® I ARK Invest I Resolute Investment Managers
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