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.

2025 Presentations

April 22, 2025
Topic: Navigating Senior Living: Understanding the Options CLICK HERE
Speakers: Kristy Kennedy & Ginger Noce I Silver Bridges Consulting

2024 Presentations

November 12, 2024
Topic: The Case for Digital Assets in an Advisory Practice CLICK HERE
Speaker: Matthew Kolesky, CDAA I Arbor Digital

Topic: Hedging in an ETF Wrapper (not available)
Speaker: Tim Daniel, MBA I First Trust Portfolios

October 8, 2024
Topic: Update on Personal Insurance Market Trends CLICK HERE
Speaker: Cliff Layfield, CIC, ARM - USI

Topic: Understanding Client Money Behaviors CLICK HERE
Speaker: Emily Milsap, CFP®, CExP(tm) - Avantax

August 20, 2024 - 4th Annual Super CE Day
Topic: Diversifying Beyond Mega-Cap Tech CLICK HERE
Speaker: Salvatore Ruscitti - MRB Partners

Topic: The Current State of the Fixed Income Market CLICK HERE
Speaker: Hozif Arif - Avantis Investors

Topic: The Fundamentals of Private Real Estate Investments CLICK HERE
Speaker: Blake Lugash - Realty Capital Partners

Topic: The Value in Real Estate Note Investing CLICK HERE
Speaker: Mike Hanna - Investmark Mortgage

Topic: Active vs Passive Management: The Strategic Pursuit of Investment Excellence CLICK HERE
Speaker: Jennifer Hutchins, CFA - Avantax

June 18, 2024
Topic: A Texas Newcomer: The Non-Charitable Purpose Trust CLICK HERE
Speaker: Selby Rains I Lisa Newman Law, PLLC

Topic: ETF Total Cost of Ownership CLICK HERE
Speaker: Ryan Claybourn I Texas Capital

May 23, 2024
Topic: Where Can Indexes and Factors Fall Short? CLICK HERE
Speaker: Ted Randall I Avantis Investors

Topic: The Fundamentals of Private Real Investments  CLICK HERE
Speaker: Richard Myers I Realty Capital Partners

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