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 'Handout materials' 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.

Michael Kitces slides & materials:

  • Text INSIGHT to 33777 for Applying Behavioral Finance In Your Financial Planning Practice
  • Text SEQUENCE to 33777 for Strategies for Managing Sequence of Return Risk in Retirement

The following speakers will not be providing handout materials:

  • Kelli Cruz
  • Amy Mullen
  • Craig Kirkpatrick
  • Kate Hufnagel (will be linked after the conference)

Keynote Speakers

Applying Behavioral Finance in Your Financial Planning Practice

Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
Handout materials

Strategies for Managing Sequence of Return Risk in Retirement

Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL®
Handout materials

Crypto Foundations: The Case for Crypto-A focus on Advised Portfolios

Connor Sweet I Grayscale Vice President- Distribution
Handout materials

The Six Dimensions of Client Service

Bob Veres, Editor & Publisher I Inside Information
Handout materials

Breakout Session Speakers

10:45 AM - 11:35 AM

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
Handout materials

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
Handout materials

Pull Don't Push: Designing Effective Talent Management Feedback Systems

Kelli Cruz I Cruz Consulting Group Founder & Managing Director

Breakout Session Speakers

1:35 AM - 2:25 AM

Giving with Purpose: Guiding Clients to Align Their Values, Passions, and Philanthropy

Elizabeth Liser I Communities Foundation of Texas
Handout materials

Beyond the Nursing Home: Innovative Approaches to Long-Term Care Planning

Fireside Chat with Karry Ballinger, CLTC, Lily Vittayarukskul, & Brian Levy
Handout materials

Invisible Assets, Real Impact: Why Digital Legacy Planning Belongs in Every Advisor's Toolbox

Kate Hufnagel I The Digital Wrangler®
PRINTABLE WORKSHEET

Breakout Session Speakers

2:40 PM - 3:30 PM

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

Chad Dziedzic I BlackRock - iShares: Director and Market Leader TX
Handout materials

What's Possible with AI: Saving Time, Enhancing Connection, Driving Growth

Craig Kirkpatrick, CBDA I Optimal AdvisorAI
Handout materials

Self Determination Theory: Leveraging Your Clients' Innate Desire for Growth

Amy Mullen, CFP® I Money Quotient, Inc.