Space is limited to 75. The first 50 who register will receive a copy of Carl Richards newest book (coming October 2025): Your Money: Reimagining Wealth Through Simple Sketches.
Agenda
- 5:30 - 6:00 PM - Check in, networking, happy hour
- 6:00 - 7:00 PM - Carl Richards Presentation -- Your Money: Reimagining Wealth Through Simple Sketches
- 7:00 - 7:30 PM - Book signing (first 50 registrants will receive a complimentary copy)
CE Credits
1 CFP, 1 CPA, 1 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 CE credits to the CFP Board within 5-7 days following the event.
Special Event Featuring Carl Richards
Your Money: Reimagining Wealth Through Simple Sketches
Carl Richards, CFP
1 CFP, CPA, CIMA CE
An Engaging, Thought-Provoking Experience for Financial Professionals
Carl Richards is known for his powerful keynote speeches—but what truly sets him apart is his ability to create a tailored, interactive experience designed specifically for your audience.
Instead of a one-size-fits-all talk, Carl works with you his signature sketches—as featured in The New York Times—to shape a conversation that directly addresses the real challenges financial advisors face today.
With a blend of clarity, humor, and real-world experience, Carl translates complex financial concepts into simple, visual insights that advisors can immediately apply in their client conversations. He explores critical tensions in financial decision-making—such as:
● Purpose vs. Goals – Aligning financial plans with deeper values
● Precision vs. Adaptability – Navigating uncertainty with confidence
● Facts vs. Emotions – Strengthening advisor-client relationships
What Makes This Experience Unique?
● Interactive & Personalized – Your team curates the content, selecting the sketches and topics that align with your event’s goals.
● Actionable Takeaways – Carl distills complex ideas into memorable insights that advisors can implement immediately.
● Stronger Client Conversations – The discussion format enhances how advisors communicate, building trust and clarity.
This isn’t just another industry talk—it’s an opportunity to challenge conventional thinking, refine how advisors communicate, and inspire more impactful client relationships through the power of visual storytelling and behavioral insight.
Meet Carl Richards
Carl Richards is a keynote speaker, author, and visual artist who helps people talk about money in a radically human way.
For over a decade, Carl was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. His work has been featured everywhere from NPR and Morningstar to Harvard Business Review, and his sketches have been shared millions of times and used by financial professionals around the world.
The New York Times once said, “No one gets money and emotion better than Carl Richards”.
With more than 25 years of experience in the financial world and hundreds of keynote presentations delivered globally, Carl is known for his rare ability to make audiences laugh, cry, and rethink their relationship with money—all in the same hour. His talks blend storytelling, vulnerability, and live sketching into an experience that’s both entertaining and transformative.
Carl’s goal isn’t to make you slightly better with money. It’s to completely change the way you see it—and to give you the tools to have conversations that actually matter.
He lives in Park City, Utah, with his wife Cori and their four kids, whom he considers his best friends.
Learn more about Carl at:
Connect with Carl at:
★ LinkedIn: https://www.linkedin.com/in/thinkingcarl/
★ Twitter: @behaviorgap
★ Instagram: https://www.instagram.com/behaviorgap/
Thank you to event sponsor
