April/May Newsletter The DFW Planner Upcoming FPA Meetings & Events Chapter Meeting Dates - Dallas March 4 * June 10 September 16 November 11 Chapter Meeting Dates Fort Worth June 17 October 14 * CFP Ethics will be present- ed on June 10 Special Event Dates FPA DFW Financial Planning Symposium May 13-14 Westin Galleria Dallas FPA DFW Ballpark Event Arlington TX July 30 FPA DFW Financial Planning Symposium Westin Galleria Dallas Don't miss your opportunity to join your peers at the FPA DFW Financial Planning Symposium on May 14 where we will explore all aspects and areas of financial planning, asset management and insurance industry trends. This conference is an exciting opportunity to hear from nationally renowned speakers , including keynote speaker T. Boone Pickens, and industry experts and enjoy a day of learning, networking and mentoring. Our conference was cre- ated to expand on the education provided to local chapter members who come from a variety of backgrounds and disciplines. The FPA DFW Symposium has earned a reputation as one of the best conferences in the country through provid- ing high quality, technically knowledgeable speakers and excellent networking opportunities. At this conference planners and advisors will receive the practical guidance you need to develop the most effective planning strategies for your clients. Explore the latest planning tools, their uses and their nuances. Learn how to help your clients incorporate the right mix of planning vehicles, achieve specific financial objectives and under- stand the underlying methodology. ●Earn up to 10 CFP, 10 CPA & 4 Insur- ance CE Credits ●Early Bird Registration Pricing Through May 1 ●Hear Industry Leading Keynote & Breakout Speakers ●Visit 30 Exhibiting Sponsors for a chance to win a iPad Mini www.fpadfw.org FPA Dallas/Fort Worth Keynote speaker T. Boone Pickens - Founder & CEO of BP Capital Management
Don't miss your opportunity to join your peers at the FPA DFW Financial PlanningSymposium on May 14 where we will explore all aspects and areas of financialplanning, asset management and insurance industry trends.
This conference is an exciting opportunity to hear from nationally renownedspeakers , including keynote speaker T. Boone Pickens, and industry expertsand enjoy a day of learning, networking and mentoring. Our conference was cre-ated to expand on the education provided to local chapter members who comefrom a variety of backgrounds and disciplines. The FPA DFW Symposium hasearned a reputation as one of the best conferences in the country through provid-
ing high quality, technically knowledgeable speakers and excellentnetworking opportunities.
At this conference planners andadvisors will receive the practicalguidance you need to develop themost effective planning strategiesfor your clients. Explore the latestplanning tools, their uses and theirnuances. Learn how to help yourclients incorporate the right mix ofplanning vehicles, achieve specificfinancial objectives and under-stand the underlying methodology.
●Earn up to 10 CFP, 10 CPA & 4 Insur-
ance CE Credits
●Early Bird Registration Pricing
Through May 1
●Hear Industry Leading Keynote
& Breakout Speakers
●Visit 30 Exhibiting Sponsors
for a chance to win a iPad Mini
www.fpadfw.org
FPADallas/Fort Worth
Keynote speaker T. Boone Pickens - Founder &CEO of BP Capital Management
These two sessions will be held the day before the Symposium.Symposium attendees can elect to attend these sessions for free toreceive an extra 2 hours of CE credits!
This event will be held at Blue Mesa in Addison.May 13: 2:00 - 4:00 pmFollowed by a pre-Symposium reception and happy hour
Rick BackoraUnited Capital
Taking Asset Maximization to the Next Leveland Keeping it Simple
Deborah FoxFox Financial Planning Network
Advanced "Late Stage" College Planning -Helping Middle- and High-Income ParentsReduce Their Out-of-Pocket College
May 14 Pre-Symposium SessionWestin Galleria - Dallas TX
This session is for the 'early risers' who would like to attend a CEsession prior to the opening keynote session. This will qualify for one(1) CFP, CPA and Insurance CE credit. You must be present for theentire session to receive CE. This is a FREE and OPTIONAL sessionthat you can select when you register online.
This event will be held at the Westin Galleria Dallas.May 14: 7:00 - 7:50 am
Matt VegaIntercon Health & Financial Services
Group Health Insurance:What Your Clients Need to Know
Register Online @
www.FPADFW.org/events
Pre-Symposium Reception & Happy Hour
May 13 - 4:00 - 6:00 PM
Blue Mesa Grill - Addison TX
Free event for all symposium guests,sponsors and speakers!
Post Symposium Happy Hour - Networking Reception
Bank of Texas Advisor Trust Services will be hosting a post symposiumnetworking reception from 4:40 - 6:30 PM at the Westin. Details will be announced.
All guests are invited! Plan to stay after the event and join fellow colleaguesand attendees for a drink and appetizers!
Membership
Edgar BettencourtTexas A&M Commerce
Bryan Boyd, CFP®
John BunnFidelity Investments
Joe Chairez, CFP®
Jared Cornelius, CFP®
Christopher Cyndecki
Brian Everett, CFP®Everett Financial Group
Jim Groce, CFP®TFR Advisors LP
Deborah Hickey
Chuck Hutchinson
Michael Lowe
Adam McDonald, CFP®
Amy NelsonFluent Financial
Patricia Priddy
Laura Smoot, CFP®
Chet Teichman, CFP®, AIFLighthouse Financial Group
Shawn WashingtonAmerican Beacon Advisors
Berhan Widjaja
Dillon Wiley
Wel
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FPA Member Bring a Guest Program
Invite someone you do know to experience with you the pre-miere education, networking and continuing education pro-gram in the Metroplex for those people who are serious aboutfinancial planning. The Dallas Ft Worth chapter of the FPA is allabout enabling financial professionals to become better at whatthey do and have some fun at the same time. Take some time out of your busyschedule to refuel and reinvigorate your practice.
To show how serious we take engaging serious planners we are offering a way foryou to bring your friend or co worker to experience the FPA . We are starting a newprogram this year which allows each member to invite an individual to experiencefor free one of our regular program lunches. Each free guest attendee may only uti-lize this program once during the year.
Dallas Ft Worth chapter of the FPA has not pulled back or shrunk in size but is look-ing to engage more financial planning professionals in an ongoing dialogue.
So much has happened and continues to impact us a profession. Stay currentwhere it matters. Find ways to be better at what you do and make a difference foryour clients. Come grow with us this year. Complete details online!
PresidentJonathan Meaney, CFP®
Chairman/Past PresidentDan Mauck, CFP®
President ElectDennis Moore, CFP®
TreasurerCrystal Billing, CFP®
SecretaryDallas McKee, CFP®
Public Relations DirectorThomas Murphy, CFP®
Membership DirectorTaylor Steele, CFP®, CLU, AIF
Education DirectorBrandon Ratzlaff, CFP®
Corporate Partnership DirectorCliff Layfield, CIC, ARM
Government Relations DirectorSarah Henze, CFP®
Pro-Bono DirectorDusty Wallace, J.D., CFP®
Career Development DirectorJennifer Calvi, CFP®
Special Events DirectorJarrod Upton, CFP®, MBA, MS
Technology DirectorMichael Domingo, CFP®, AIF, CLU, MBA
Allied Professionals DirectorRett Dean, CFP®, EA
Executive DirectorMelisa HallStrategic Association Management
Finance ManagerVicki Stone
Office StaffDebbie RynasCarol Brown
FPA Member Anniversaries
30 Years
Guy Cumbie, CFP®, CIMA®Cumbie Advisor Services, Inc.
Earl ‘Woody’ Young, CFP®Quest Capital Management Inc.
.
Congratulations to the following Dallas/Fort Worth Chapter members whoare celebrating significant FPA Membership Anniversaries in...
March, April & May
25 Years
Mary Durie, CFP®Quest Capital Management Inc.
Carol Ventura, CFP®HD Vest Financial Services
20 Years
Jim Kennedy, CFP®Kennedy Financial Services
15 Years
Jenny Armstrong, CFP®Lee Financial Corporation
Robert Berg, CFP®Carter Financial Management
Ryan Berube, CFP®Credit Suisse
Ronald Caldwell, CFP®, CIMAWilliam Blair
Robert Duke, CFP®Sproles Woodard LLP
Chip Eubank, CFP®, MSFSEubank Hutson & Associates
John Ford, CFP®Mercantile Investment Advisors
Alan Goldfarb, CFP®, AIF, MBAFinancial Strategies Group
Dennis Holzwarth, CFP®, CPAWealth Building, Inc.
Jimmy Middlebrook, CFP®Middlebrook, Lee & Langford
Michael Mills, CFP®, CLU, CFSMike Mills Wealth Management, LLC
Shirley White-Stevens, CFP®Investment Services Center
Christopher Young, CFP®Quest Capital Management Inc.
FPA NexGenJoin us at the FPA NexGen event on May 8
We are excited to announce the launch of a NexGen chapter in the Dallas/Fort Worth area! You are invited to the NexGen
kickoff happy hour at Blue Mesa in Addison, TX on Thursday, May 8th from 4:30 - 6:30 pm.
PLEASE RSVP TO EMAIL BY INDICATING YOUR ATTENDANCE OR BY EMAILING THE FPA DFW CAREER DEVELOPMENT COMMITTEE [email protected]
Events
FPA Night at Globe Life Park in Arlington
Texas Rangers vs. New York YankeesSpecial Event - July 30, 2014
FPA DFW has reserved a suite at the Texas Rangers game for FPA Members on July30. This event will be on a first come first serve basis and online registration will closeonce we reach capacity. Your discounted admission of $75.00 includes all drinks,food and your ticket to the Catfish Hunter Suite. Space is extremely limited so be sureto sign up early! www.fpadfw.org/events
Derek Jeter of the NY Yankees will be playing his last regular season game in GlobeLife Park in Arlington the night of our 2nd ballpark event!
FPA Seminar Series: You’re a Financial Planner - Now What?
Join us for our “Now What?” seminar series, designed for early career planners with 0 to 5 years of experi-
ence. Planners of all tenures are always welcome. It is presented on the 3rd Thursday evening of themonth at 6:30 p.m. Each month’s seminar will cover a different topic(s) of interest to new planners such as:practice management; financial planning tools; books of interest, survey of business models; creating busi-ness plans; art vs. science; and many more topics. Join us, along with your financial planning colleagues forthis interesting series to help make the first phase of your new career a success! No RSVP is necessary,just drop in. Questions??? Please contact Tania Bailey at [email protected]
Details online: www.fpafw.com/events
► April 17
► May 15
► June 19
► August 21
► September 18
► October 16
► November 20
Weaver Wealth Management
Three Forest Plaza
12221 Merit Drive
12th Floor
Dallas, Texas 75251
Trump National Doral - Miami FL
FPA RetreatMay 3-5, 2014
www.fparetreat.org
Join the best and the brightest in the financial planning profession at FPA Retreat 2014.Engage with seasoned professionals for extraordinary learning experiences and network with industryleaders to discuss how to influence the future of financial planning.
Thank You to our 2014FPA DFW Corporate Partners
Double Platinum Partner Platinum Level Partners
Gold Level Partners
Silver Level Partners
Government RelationsFPA Advocacy Day in Washington, D.C./We Need You!Join us for some serious fun on our first annual FPA Advocacy Day in our nation’s capital in 14 years! This is an opportunity tointroduce our FPA values and core beliefs to policymakers in D.C., display FPA’s strength as the association for all CFP® pro-fessionals, and advocate for issues that impact our profession. Participating in this important day will empower you to positivelyimpact government officials at all levels and take home experience and training to use with your state policymakers.On June 2324, join our FPA Chair, President and PresidentElect to represent our association in the halls of Congress. FPAwill handle the heavy lifting: setting up meetings with your elected officials, preparing relevant materials, and providing trainingso you can educate your legislators about financial planning and explain what makes FPA members unique.
As an Advocacy Day participant we will provide you:· Appointments with the offices of your representatives· Networking opportunities· Advocacy training breakfast· Advance talking points about FPA policies and priorities· Background and preparation materials for meetings· Group room rate of $219 at the Liaison Hotel next to Capitol Hill (link to special room rate provided after you register)· Casual pre-event dinner and continental breakfast
The registration fee of $110 will cover dinner, breakfast on the Hill and materials. Please note that all members are responsiblefor their own travel expenses.
What: FPA Advocacy Day: Serious FunWhen: June 23rd (arrive, pre-event casual dinner)/June 24th (training and appointments)Where: Washington D.C.Who: All FPA members are invited!
Representing financial planners and issues affecting planner practices are primary objectives of the Financial Planning Associa-tion. To enhance our efforts, the FPA-PAC was created as the federally registered political action committee of FPA, the onlyregistered PAC on Capitol Hill representing the interests of the financial planning profession.
By contributing to the FPA-PAC fund, you're helping support candidates for the United States Senate and House of Representa-tives — primarily incumbents, regardless of political party — who have demonstrated previous support of issues FPA believescritical to advancing the profession.
To contribute to FPA-PAC visit: www.fpanet.org/member/govt_relation/fpa_pac.cfmIf you have any questions or need some guidance, please do not hesitate to contact Jennifer Rudolph, the FPA grassroots man-ager at [email protected].
Open a new FedEx account and earn a $25 gift card
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