FPA DFW Chapter Meeting - October 8

Please note the change of topics/speakers for session one. 

Online registration is now closed. Walk in registrations will be accepted.

Agenda

• 10:30 AM - 11:00 AM - Check in and networking opportunities
• 11:00 AM  - 11:10 AM - Welcome, Announcements, Opening Remarks
• 11:10 AM - 11:20 AM - Sponsor Spotlight - First Trust
• 11:20 AM - 12:10 PM - Part I - Update on Personal Insurance Market Trends (USI)
• 12:10 PM - 12:40 PM - Lunch & Networking
• 12:40 PM - 12:50 PM - Sponsor Spotlight - Texas Capital
• 12:50 PM - 1:40 PM - Part II - Understanding Client Money Behaviors (Avantax)

CE Credits

2 CFP, 2 CPA, 2 CIMA CE credits. You will be asked to sign in when you arrive in order to be eligible for credit. FPA DFW will report all credits to the CFP® Board following the event.

Chapter Meeting Topics & Speakers

Part I - Update on Personal Insurance Market Trends

Cliff Layfield, CIC, ARM I USI
1 CFP, CPA, CIMA CE

In this session we will explore trends, challenges and opportunities shaping the personal insurance landscape and the indispensable role insurance agents and brokers play in this rapidly evolving marketplace. Cliff Layfield of USI will discuss evolving personal insurance risk dynamics in the context of the changing consumer and highlight ways agents, brokers and risk professionals can leverage technology tools and innovative solutions to meet those needs today and into the future. 

Part II - Understanding Client Money Behaviors

Emily Millsap, CFP®, CExP(TM), Manager, Financial Planning I Avantax
1 CFP, CPA, CIMA CE 

As much as we try to make financial decisions about math and logic, our decisions are deeply rooted in emotions, culture, and family history. In this session, we will take a deep dive into how money beliefs are passed down through the generations and how we can help our clients undo bad behavior and strengthen positive ones. We play a critical role in helping our clients build new money stories for future generations. Throughout this session Emily will give an overview of 1) Client attitudes and values, and how they affect wealth management and monetary decisions; 2) Basics of behavioral finance; and 3) Principles of communicating with clients.

Meet the Speakers

Cliff Layfield is a Senior Vice President with Personal Risk Services in Dallas, TX office.  He started with USI in January of 2021.  Cliff comes to USI with 20 years of Personal Risk Management experience.  He is experienced in working with successful families to design and implement Personal Risk Management programs that address the specific needs of the family by acting in a consultative manner to find creative solutions to property and casualty exposures.  Cliff has worked with some of the largest families in the country to restructure their personal insurance program to being better value to the overall program. Starting with Marsh Private Client Services in 2001 as an Account Executive moving up to Office Head in 2008.  Moved over to Willis Private Client in 2010 Senior Business Development Officer.  In 2015 a move to IMA Select was made as Vice President of Personal Risk Solutions. Cliff graduated from University of North Texas with a BA in Political Science and a minor in Business Administration. Cliff holds the following professional designations: Certified Insurance Counselor (CIC) & Associate in Risk Management (ARM). Cliff Has been an active member of The Financial Planning Association (FPA) of DFW since 2001. In 2012 he was the President of the Chapter. Originally from Dallas, Cliff lives in Grapevine, TX with his wife.

Emily Millsap is the Manager of the Financial Planning Team at Avantax Planning Partners. She oversees the team responsible for developing comprehensive financial plans to assist clients in pursuing their goals and also lends her expertise to the Financial Planning Consultants. Emily has over two decades of experience in the financial services industry as a producer, planner and experienced leader. She has a passion for Financial Therapy and the emotional side of money and really enjoys helping clients dig deeper into their financial goals. Emily has been featured in Investor’s Business Daily, Bustle, Barron’s, Business Insider and Advisor Hub. Emily is registered as a mentor with the CFP® Board of Standards and has been involved with pro-bono financial planning through the Financial Planning Association. She is on the DEIB Board at University of Evansville where she helps to attract more female students into the school of business and financial services industry.