The following files have been provided by our speakers for use and reference by all FPA DFW Conference attendees. To access the materials, please click the download button under the session(s) of your choosing. Please note that not all speakers have permitted access to their materials. If you are unable to find the materials you are looking for, they may be unavailable or will be released after the conference. 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.
Handout material links for the following sessions have been added as of Friday, February 10:
- FinTech - The Truth About the Future of the Financial Advisors
- Charitable Planning Essentials to Grow Your Business
- Blockchain Money - The Present & Future of Investing
- Helping Clients Plan for Solo Aging
- Why Advisors Are Choosing ETFs Over Mutual Funds & How SMAs Compare
Handout materials will not be made available for the following sessions:
- The Capital Markets & the Macroeconomic Environment (In lieu of slides Per Stirling has provided a link to the monthly Capital Outlooks)
- Personal Liability Risk & Holistic Wealth Management
