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