FPA DFW News & Updates

Our new website, better than ever!

Better than ever access to your member benefits, consistent messaging, and easy to access DFW events and registration forms.

Improved home page navigation.

Easier and faster event registration.

Revamped job board - free for FPA members!

Easy access to your member log in and profile.

Members may now use their national FPA log in to access the DFW website.

And more...

If you experience difficulty with accessing the new FPA DFW website please clear your cache and then refresh. You may also click here to access and bookmark the full website URL.

Visit our New Website

21st Annual FPA DFW Ballpark Event

Reserve your ticket now for opening day with the Texas Rangers on March 30th! Registration is now open and tickets are going fast. This event will reach capacity soon. Your registration includes one ticket, lunch buffet, beverages, and guaranteed fun!

Tickets are $135 pp and are available for FPA members and Corporate Partners only.

Learn more & reserve your ticket

Thank you to our 2023 sponsor

Join the FPA DFW Process Study Group

The FPA DFW Process Study group meets virtually on the 3rd Tuesday of each month from 3:00 - 4:00PM. The study group has been meeting as a group of six since July of 2021 and would like to add some additional members to keep it energized and fresh. Jennifer Grant is the coordinator for the group, however, the group does take turns leading each month. Previous topics include:

· Reg BI and the 401k Rollover Compliance Processes

· WFH Policies

· Hiring and training new employees

· On-boarding new clients

· Work flows and templates

· Working with a process consultant or EOS system and implementing firm vision

· Risk Tolerance Assessments and Investment Policy Statements

· Financial Plan Assumptions

If you have questions and/or would like to join the FPA Study Group please contact Jennifer Grant at [email protected].

FPA DFW Conference 2023 Was a Success!

Thank you to everyone who made #FPADFWCONF23 possible! With over 350 in attendance we set record attendance this year and it was exciting to see all of our attendees, speakers, and sponsors so engaged and enthusiastic. We look forward to seeing you all again in 2024!

FPA Retreat 2023: Keynote Speakers Announced!

FPA Retreat traditionally features thought leaders from outside the profession to help you explore thinking and practices that can shape your business and your role as a financial planner. FPA Retreat 2023 will be no different as we have confirmed a slate of keynote speakers who are sure to enlighten and energize you. Taking place May 1-4 at the Hyatt Regency Coconut Point Resort and Spa in Bonita Springs, Fla., you can register now to join us for the event this year that will leave you wanting more! Register now to get the lowest currently available registration rate!

FPA is Your One-Stop-Shop for All Your Learning Needs

Staying razor-sharp on financial planning trends and practices makes you a competent financial planner. And while you can get a variety of education from across the financial services industry, nothing compares to the breadth and depth of education you get through the FPA Learning Center. FPA is constantly developing live and on-demand webinars, certificate programs, conference recordings, partner programs, special interest programs, and more to help our valued members stay on top of all they need to know as financial planners. There is a ton of CE to satisfy CFP® CE requirements, and many programs are complimentary—or discounted—with membership. Check out the FPA Learning Center!

Access the Journal of Financial Planning

FPA members can now read the latest issue of the Journal of Financial Planning to explore what you need to know when working with divorced or divorcing clients, employee benefits, how to foster digital relationships, planning for health events, liability protection, navigating emotion when selling your RIA, portability, and much more.

Access the latest issue of the Journal now.

2023 FPA DFW Diamond Partner

As a firm, Per Stirling is perhaps best known for its award-winning ethics, and it is this ethical and fiduciary culture that has allowed Per Stirling to assemble a team of financial advisors, financial planners and financial consultants that is one of the most expert and credentialed in the industry.

https://perstirling.com

2023 FPA DFW Platinum Partners

2023 FPA DFW Gold Partners

2023 FPA DFW Silver Partners