FPA DFW Chapter Meeting

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

Agenda

• 10:30 AM - 11:00 AM - Check in and networking for FPA DFW Chapter Meeting
• 11:00 AM  - 11:15 AM - Welcome, Announcements, Opening Remarks
• 11:15 AM - 11:25 AM - FPA Platinum Sponsor Spotlight - SS&C I ALPS
• 11:25 AM - 12:15 PM - Part I - Estate Planning Current Developments
• 12:15 PM - 1:00 PM - Lunch & Networking
• 1:00 PM - 1:10 PM - FPA Platinum Sponsor Spotlight - MRB Partners
• 1:10 PM - 2:00 PM - Part II - Where Are We in the Investment Cycle?

CE Credits

The chapter meeting qualifies for 2 CFP and 2 CPA 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. Your credit can then be confirmed in the CFP Portal within 7 business days following the event.

Chapter Meeting Topics & Speakers

Part I - Estate Planning Current Developments

Jana Simons, J.D., LL.M., CFP® - Meadows Collier, Attorneys at Law

The presentation covers the current wealth transfer landscape from both legal and planning perspectives. We will briefly review current and prior legislation and proposals as well as recent changes to Internal Revenue Code and Treasury Regulations and relevant administrative guidance. We will discuss several notable cases providing additional context and interpretation regarding estate and tax tax and planning. Lastly this presentation covers what to anticipate going forward and how to provide value to clients.

Jana Simons represents individuals and multi-generational families. She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies, and charitable giving. Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals—whether it involves business establishment or reorganization, or facilitating the administration of a trust or estate. Jana draws from a vast breadth of experience in her law practice. Prior to joining the firm, she managed a large horse ranch and cultivated successful real estate and insurance practices. Jana’s business-focused background allows her to understand her clients’ concerns and employ a practical approach to tax, estate, and business planning issues. She holds an LL.M. in Taxation from Georgetown University Law Center with an academic concentration in Estate Planning. During her time at Georgetown, Jana served as an extern for the United States Department of Justice, Tax Division. While working on her J.D., Jana completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as a Peer Financial Counselor, and clerked for the Honorable Robert L. Jones, United States Bankruptcy Court, Northern District of Texas. Jana is admitted to practice law in Texas and is a Certified Financial Planner, CFP®.

Part II - Where Are We in the Investment Cycle?

Peter Perkins, Partner & Global Strategist - MRB Partners

Throughout this session Peter Perkins will explore the latest thinking on financial markets and the economy as well as investment opportunities and risks. The U.S. will avoid a recession, but a resilient economy implies sticky inflation and higher-for-longer Fed rates. This session will give advisors a better understanding of the link between the economy and capital market performance and ways to identify drivers for relative asset market performance by gauging useful valuation metrics for specific stages of the capital markets cycle.

Peter Perkins is a founding partner. He has extensive experience, both as a strategist and economist. Mr. Perkins focuses on asset allocation issues and strategy, key drivers of the global economy and capital markets, as well as investment opportunities and risks. He works closely with MRB clients on tactical and strategic asset allocation, assisting them in interpreting and translating macroeconomic and policy factors into a tailored investment strategy. Mr. Perkins speaks widely at conferences, seminars and client meetings and regularly participates in investment committee meetings for select investment management firms. Over his career, Mr. Perkins has covered all major asset classes and regions, and worked in the U.K., Hong Kong, Mexico, and Canada, and now resides in the U.S. Prior to forming MRB, he was Managing Editor at BCA Research Inc., focusing on tactical asset allocation and supporting major clients. Mr. Perkins has a Master of Economics from Pennsylvania State University and B.A in Economics from the University of Maryland.