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 Presentation' link under the session(s) of your choosing. 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.
2024 FPA DFW Conference Handout Materials
Keynote Speakers
Helping Advisors Reimagine Retirement Planning
Robert Powell, CFP®, RMA® I Editor & Publisher I Retirement Daily on TheStreet
5 Keys for Investment Success in 2024 and Beyond
Peter Perkins I Partner & Global Investment Strategist I MRB Partners
Age, Fear & Uncertainty: How the Client Mindset is Changing the Client Experience
Julie Littlechild - Founder & CEO I Absolute Engagement
Breakout Session Speakers
9:45 AM - 10:35 AM
Special Needs Trusts: Planning for Families with Special Needs Children
Tresi Weeks, J.D., CAP® I The Weeks Law Firm, PLLC
Financial Planning for Newly Widowed Clients
Chris Bentley, CFP®, CRPC®, CLU, BFA, MBA I Wings for Widows
Planned Giving: Fun with Taxes & Probate
Jennifer Lehman, Ph.D., J.D., CFP®, CAP® I The American College of Financial Services
Breakout Session Speakers
10:50 AM - 11:40 AM
Advanced Education Planning: From 529 Plans to Student Loan Forgiveness
Ross Riskin, DBA, CPA/PFS, CCFC®, MS Tax I Investments & Wealth Institute
Life Insurance 101: Case Studies on Product, Policy Service & Best Practices
Anne Jones & Bianca Admire, CFP® I Artemis Partners
Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment
Arlene Moss I XY Planning Network
Breakout Session Speakers
1:20 PM - 2:10 PM
Nothing is Ever What it Seems: An Overview of Disregarded Entities
Jana Simons, J.D., LL.M., CFP® I Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
Tax Strategies & Implementation for Financial Planners
John Langston, CPA I Saville CPA's & Advisors, LLC
Protecting One of Your Client's Greatest Assets - Their Income
Jason Loveless I JCL Solutions Group, LLC
Breakout Session Speakers
2:25 PM - 3:15 PM
Using Artificial Intelligence (AI) in Wealth Management & Financial Planning
Craig Lemoine I University of Illinois & Professor of Financial Planning
Big Ideas: Technological Break Throughs
Jack Stock, CIMA® I ARK Invest I Resolute Investment Managers