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 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

The Future of the Profession or Six Dimensions of Client Service
Bob Veres I Inside Information

Keynote Session - Coming Soon
10:45-11:35 AM - Breakout Sessions

Education & Tax Planning: Changes from OBBBA
Ross Riskin, CPA/PFS, CCFC I Riskin Wealth Management

Breakout Session - Coming Soon!

Pull Don't Push: Designing Effective Talent Management Feedback Systems
Kelli Cruz I Cruz Consulting Firm
1:35-2:25 PM - Breakout Sessions

Breakout Session - Coming Soon!

Breakout Session - Coming Soon!

Invisible Assets, Real Impact: Why Digital Legacy Planning Belongs in Every Advisor's Toolbox
Kate Hufnagel I The Digital Wrangler®
2:40-3:30 PM - Breakout Sessions

Breakout Session - Coming Soon!

Artificial Intelligence (Topic coming soon!)
Craig Kirkpatrick, CBDA I Optimal Advisor AI

Self-Determination Theory: Leveraging Your Clients' Innate Desire for Growth
Amy Mullen, CFP® I Money Quotient, Inc.
4:45 - 5:45 PM: Wine Down Reception!
