Wednesday, February 18
12:00 - 2:00: CFP Ethics (virtual event - 2 CFP Ethics CE)
4:30 - 6:30: Pre-Conference Networking Happy Hour @ Bar Louie (Las Colinas)
Thursday, February 19
7:00 - 8:00: Registration and check in + breakfast
8:00 - 8:10: Welcome and opening remarks
8:10 - 9:10: KEYNOTE I
Scaling Advice: From Financial Advisor to Financial Advicer
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
9:10 - 9:30: Morning networking break - meet the sponsors!
9:30 - 10:30: KEYNOTE II
Strategies for Managing Sequence of Return Risk in Retirement
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
10:30 - 10:45: Break
10:45 - 11:35: BREAKOUT SESSIONS - TRACK I
- MAVERICKS ROOM
A Beautiful Design: The Power of Using Visuals to Provide Clarity and Identify Opportunities Around the OBBBA
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax I visiWealth, Chief Creative Officer - STARS ROOM
Decoding Trusts and Operating Agreements: Unlocking Opportunities in Personal Financial Planning
Thomas Tillery, MAEd., MSFS, AEP®(Distinguished) I Paraklete® Financial, Inc. - Vice President and Chief Compliance Officer - RANGERS ROOM
Pull Don't Push: Designing Effective Talent Management Feedback Systems
Kelli Cruz I Cruz Consulting Firm
11:35 - 11:45: Break
11:45 - 1:15: Buffet Lunch & Network with Our Sponsors
- State of the FPA DFW Chapter, FPA DFW President, Greg Lanier, CFP®, RLP®
- Diamond Sponsor Spotlight: Grayscale
- Keynote III
1:15 - 1:35: Break
1:35 - 2:25: BREAKOUT SESSIONS - TRACK II
- MAVERICKS ROOM
Giving with Purpose: Guiding Clients to Align Their Values, Passions, and Philanthropy
Elizabeth Liser I Communities Foundation of Texas - STARS ROOM
Beyond the Nursing Home: Innovative Approaches to Long-Term Care Planning
Fireside Chat with Karry Ballinger, CLTC, Lily Vittayarukskul, & Brian Levy - RANGERS ROOM
Invisible Assets, Real Impact: Why Digital Legacy Planning Belongs in Every Advisor's Toolbox
Kate Hufnagel I The Digital Wrangler®
2:25 - 2:40: Break
2:40 - 3:30: BREAKOUT SESSIONS - TRACK III
- MAVERICKS ROOM
Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy
Chad Dziedzic I BlackRock - iShares: Director and Market Leader TX - STARS ROOM
What's Possible with AI: Saving Time, Enhancing Connection, Driving Growth
Craig Kirkpatrick, CBDA I Optimal AdvisorAI - RANGERS ROOM
Self Determination Theory: Leveraging Your Clients' Innate Desire for Growth
Amy Mullen, CFP® I Money Quotient, Inc.
3:30 - 3:40: Mini-Transition Break
3:40 - 3:55: Door Prize Drawings & Announcements
3:55 - 4:45: KEYNOTE IV
The Six Dimensions of Client Service
Bob Veres, Editor & Publisher I Inside Information
4:45 - 5:45: WINE DOWN RECEPTION
Join FPA DFW and our Partners for a relaxing and enjoyable evening at the Wine Down Reception! This event is made possible thanks to the generous support of our Partners, and we are truly grateful for their continued commitment to our mission.
Unwind, connect, and converse with fellow attendees in a casual setting designed to foster meaningful conversations and lasting professional relationships.
We look forward to raising a glass with you!
