The following files have been provided by our speakers for use and reference by FPA DFW membership. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.

2024 Presentations

April 9, 2024
Topic: Insurance Insiders: What Most Insurance Agents Don't Want You to Know CLICK HERE
Speakers: Ben Rainey & Tom O'Brien, ChFC I WealthPoint

Topic: The Value of Real Estate Note Investing  CLICK HERE
Speaker: Mike Hanna, CPL I Investmark Mortgage / REI Capital Fund I

2023 Presentations

November 7, 2023
Topic: Advisory Trends - Organic Growth, Next Generation, and Runaway Founders (Handout not available)
Speaker: Jarrod Upton, MBA, MS, CFP® - Herbers & Company

Topic: Economic & Market Outlook  CLICK HERE
Speaker: Lauren Goodwin, CFA - New York Life Investments

October 10, 2023
Topic: Trust, Loyalty, and Shared Values: How to Communicate Your Company's Purpose to Clients  CLICK HERE
Speaker: Heath Jackson, CFP® - Business Consultant & Corporate Coach - TruGrowth Consulting

Topic: Is 70 the New 60? Understanding the Retirement Revolution  CLICK HERE
Speaker: Steve Benjamin, CEBS, CRPC® (Series 7 & 63) - Manager, Investment Advisory Services
Sit Investment Associates

September 13, 2023
Topic: Cybersecurity Readiness: How Well Are You Aligned With the Latest Regulatory & Industry Standards?  CLICK HERE
Speaker: Mark Madar - Risk Compliance Group

Topic: Mergers & Acquisitions: A Discussion on Why Deals Are Happening, the Types of Deal Structures and Valuation, and Best Practices for Both Buyers and Sellers  CLICK HERE
Speaker: Michael Molnar, Avantax 

June 13, 2023
Topic: Case for Alternative Investments CLICK HERE
Speaker: Matt DenBleyker, CAIA® & Judd Cryer - Commerce Street 

Topic: Powerhouse Profitability: Investing in Texas Real Estate & US Hospitality Real Estate? CLICK HERE
Speaker: Theo Halbardier, CAIA®, Ashford Securities 

May 10, 2023
Topic: Estate Planning Current Developments CLICK HERE
Speaker: Jana Simons, JD, LLM, CFP® - Meadows Collier, Attorneys at Law 

Topic: Where Are We Now in the Investment Cycle? CLICK HERE
Speaker: Peter Perkins, MRB Partners 

April 11, 2023
Topic: REITs: Property at a Discount CLICK HERE
Speaker: Karl Zeller - SS&C ALPS Advisors 

Topic: It's a (R)Evolution: The Modern Investor, Value, Growth CLICK HERE
Speaker: Jackie Wilke - First Trust

February 9, 2023

Click here to access the FPA DFW Conference speaker handout materials

2022 Presentations

November 11, 2022
Topic: The US Economy & Post Midterm Elections CLICK HERE
Speaker: Bryce Gill - First Trust 

Topic: Late Stage College Planning CLICK HERE
Speaker: Cozy Wittman - College Inside Track

October 11, 2022

Topic: The 401(k) Landscape with Respect to Plan Design, and ESG & Crypto Investing CLICK HERE
Speaker: Gregory Mykytyn, Commerce Street Capital

Topic: Business Retirement Plans: Market & Approach CLICK HERE
Speaker: Quincy Garcia, Avantax

September 13, 2022

Topic: Where Can Indexes - and Factors - Fall Short? (Career Development Session) I Avantis Investors CLICK HERE

Topic: The Washington Update 
Speaker: Jeff Bush - The Washington Update CLICK HERE

Topic: Technology & Cybersecurity 2022: Trends and Best Practices CLICK HERE
Speaker: Wes Stillman - RightSize Solutions/Visory

August 16, 2022 - FPA DFW Virtual CE Day

Session 1:  Invesco Equity Strategy Playbook CLICK HERE
Speaker: Talley Leger I Invesco

Session 2:  Intro to 1031 Exchanges CLICK HERE
Speaker: Ryan Joyce, CFP®, CPA I Per Stirling

Session 3:  Cash Balance Plans: How they work & ideal candidates CLICK HERE
Speaker: Greg Mykytyn I Commerce Street Peak Advisors

Session 4:  Building a Back Office as the Foundation for Delivering Comprehensive Financial Planning (Handout not provided)
Speaker: Louis Retief, CEO I Hubly

Session 5:  Retirement Income Strategies to Combat Rising Inflation (Handout not provided)
Speaker: Blake Schneider, CFP® I Avantax Wealth Management

Session 6: Estate Planning in an Uncertain Environment CLICK HERE
Speaker: Sam Rocke, CFP® I Palladium Group by Ash Brokerage

Session 7:  Is the US Already in a Recession? CLICK HERE
Speaker: Mary Giraldo, CFA I Guggenheim

June 14, 2022

Topic: ESG Landscape, Evolutions, and Applications CLICK HERE
Speaker: Corinne Merriman, CFA, CPA, Client Relationship Manager I Ethic

Topic: Russia, Ukraine, and the Future of Energy CLICK HERE
Speaker: Brad Olsen I Recurrent Investment Advisors

May 17, 2022

Topic: Opportunities in the Energy Infrastructure Market CLICK HERE
Speaker: Paul Baiocchi, Chief ETF Strategist I SS&C ALPS Advisors

April 19, 2022

Topic: Forms of Texas Divorce & How Financial Advisors Can Assist in the Process CLICK HERE
Speaker: Tasha Rock, CFP®, CDFA I Per Stirling

Topic: An Option for Financial Planners: Third Party Guardianships and Power of Attorneys CLICK HERE
Speaker: Jacob Harvey I Texas Guardian Services, Inc; Jacob B. Harvey Law Firm

January 18, 2022

Topic: 2022 Tax Updates CLICK HERE
Speaker: Anat Borodyansky, CPA; Amy Landry, CPA & Pearl Balsara, CPA
HM&M (Huselton, Morgan & Maultsby, PC)

Topic: 2022 Investment Updates CLICK HERE
Speaker: Nick Kalivas, Head of Factor and Core Equity Product Strategy, Invesco