2026 Presentations
March 11, 2026
Topic: Flourishing in the Age of Longevity CLICK HERE
Speaker: Jonathan Ainsley I Investinu
February 19, 2026
FPA DFW Conference - All Speakers CLICK HERE
2025 Presentations
November 18, 2025
Topic: Liar, Liar Pants on Fire CLICK HERE
Speaker: Traci Brown, CSP I Traci Brown, Inc.
June 24, 2025
Topic: Buy, Sell...or Don't: M&A Lessons from All Sides of the Table CLICK HERE
Speaker: Brandon Moss, CFP® I Herbers & Company
August 21, 2025 - 5th Annual Super CE Day
Topic: Diversification and Why Alternative Investments Matter More in 2025 CLICK HERE
Speaker: Blake Lugash I Realty Capital Partners
Topic: Super Sized: Considerations for Small Caps in an Equity Allocation (will send out slides post-event)
Speaker: Matthew Dubin - Avantis Investors
Topic: Mastering the Art of Communicating Your Value Proposition CLICK HERE
Speaker: Dustin Gersch, CFP®, AAMS®, CRPC® I Avantax
Topic: Practical Due Diligence for Active Mutual Funds (No handout)
Speaker: Emily Frazier/Brian Humphrey I Spectrum Financial, Inc.
Topic: ETF Liquidity and Trading CLICK HERE
Speaker: Ryan Claybourn I Texas Capital
Topic: Convert Compliance Obligations into Growth Opportunities with AI CLICK HERE
Speaker: Era Jain I Zeplyn AI
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Topic: MLG Legacy Fund: Achieving Passivity Through 721 Contributions in Private Real Estate CLICK HERE
Speaker: Billy Fox, CPA & Nathan Clayberg I MLG Capital
June 24, 2025
Topic: Adapt, Change or Disappear: New Tools & a New Mindset for a Changing Marketplace CLICK HERE
Speaker: David R. York, Attorney & CPA I York Howell
April 22, 2025
Topic: Navigating Senior Living: Understanding the Options CLICK HERE
Speakers: Kristy Kennedy & Ginger Noce I Silver Bridges Consulting