Are you a financial planning professional looking for an opportunity to expand your knowledge and network with industry experts? Look no further than the highly anticipated 2026 FPA DFW Conference! This annual event promises to be a valuable experience for all financial planning professionals. The symposium an exceptional platform for learning, exchanging ideas, and building connections. Attendees will have the chance to engage with industry leaders and gain up to seven-hours of continuing education credits. This event is renowned for attracting the brightest minds in the industry, providing a conducive environment for networking and collaborating with like-minded professionals.
2026 FPA DFW Conference Speakers & Topics
2026 FPA DFW Conference Speakers & Topics
2026 Keynote Speakers
Back to Back Keynote Sessions: Scaling Advice: From Financial Advisor to Financial Advicer & Strategies for Managing Sequence of Return Risk in Retirement
Michael Kitces, MSFS®, MTAX, CFP®, CLU, ChFC®, RHU®, REBC®, CASL® I Kitces.com
Crypto Foundations: The Case for Crypto- A focus on Advised Portfolios
Connor Sweet I Grayscale Vice President- Distribution
The Six Dimensions of Client Service
Bob Veres I Editor & Publisher of Inside Information
10:45-11:35 AM - Breakout Sessions
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
Decoding Trusts and Operating Agreements: Unlocking Opportunities in Personal Financial Planning
Thomas N. Tillery, MAEd, MSFS, AEP®(Distinguished), CFP® I Paraklete Financial, Inc.
Pull Don't Push: Designing Effective Talent Management Feedback Systems
Kelli Cruz I Cruz Consulting Group Founder & Managing Director
1:35-2:25 PM - Breakout Sessions
Giving with Purpose: Guiding Clients to Align Their Values, Passions, and Philanthropy
Elizabeth Liser I Communities Foundation of Texas
Beyond the Nursing Home: Innovative Approaches to Long-Term Care Planning
Fireside Chat with Karry Ballinger, CLTC, Lily Vittayarukskul, & Brian Levy
Invisible Assets, Real Impact: Why Digital Legacy Planning Belongs in Every Advisor's Toolbox
Kate Hufnagel, PMP I The Digital Wrangler®
2:40-3:30 PM - Breakout Sessions
Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy
Chad Dziedzic I BlackRock - iShares: Director and Market Leader TX
What's Possible with AI: Saving Time, Enhancing Connection, Driving Growth
Craig Kirkpatrick, CBDA I Optimal AdvisorAI
Self-Determination Theory: Leveraging Your Clients' Innate Desire for Growth
Amy Mullen, CFP® I President I Money Quotient, Inc.
4:45 - 5:45 PM: Wine Down Reception!
