2023 Presentations
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