SPRING 2015 NewsletterUpcoming FPAMeetings & Events

Chapter Meeting Dates - DallasJune 2September 15November 3

Chapter Meeting Dates Fort WorthJune 16October 20

FPA Breakfast MeetingApril 29

FPA NexGen EventsApril 30

Special Event DatesFPA Networking Event at Globe Life ParkMay 28

FPA DFW Financial Planning SymposiumWestin Galleria DallasMay 12-13

*FPA NexGen GatheringJune 19-21

*FPA BE-Boston 2015September 26-28

* FPA National Event

FPA Dallas/Fort Worth

www.fpadfw.org

FPA DFW Financial Planning SymposiumWestin Galleria Dallas

Don't miss your opportunity to join your peers at the FPA DFW Financial PlanningSymposium on May 13 where we will explore all aspects and areas of financialplanning, asset management and insurance industry trends. Your registration this year also includes the half day Pre-Symposium event on May 12 which features CFP® Ethics, 2 other exceptional CE sessions, and wraps up with a cocktail recep-tion sponsored by JP Morgan. The Symposium will also be followed by a cocktail reception sponsored by Bank of Texas Advisor Trust Services. All events are includ-ed in one low registration price!

This conference is an exciting opportunity to hear from nationally renowned speakers , including keynote speaker Christopher A. Poinsatte, Executive Vice President & Chief Financial Officer of DFW International Airport, and many other industry experts and enjoy a day of learning, networking and mentoring. Our conference was created to expand on the education provided to local chapter members who come from a variety of backgrounds and disci-plines.

The FPA DFW Symposium has earned a reputation as one of the best conferences in the country through providing high quality, technically knowledgeable speak-ers and excellent networking opportunities. At this conference planners and advi-sors 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 understand the underlying methodology.

MAY 12-13, 2015• Earn up to 2 CFP Ethics CE, 10 CFP, CPA CE; 3 TDI CE

• Hear Industry Leading Keynote & Breakout Speakers

• Early Bird Registration Pricing Through May 1 - Sign Up Early for a Chance to Win a $100 Amazon.com Gift Card!

• Visit the 30 Exhibiting Sponsors for a chance to win an iPad Mini

FPA DFW Financial Planning SymposiumREGISTER ONLINE @ WWW.FPADFW.ORG/EVENTS

Keynote SpeakersMartin HartleyCOO, PURE Insurance &Roderick JonesFormer Member of Scotland Yard’s Special Branch

Christopher A. PoinsatteExecutive VP & CFODFW International Airport

Joe DuranChief Executive Partner & Founding Partner of United Capital

Cybersmart: Understanding and Mitigating Cyber Risks Threatening Wealthy Families

DFW Airport: The Economic Engine of the Dallas/Fort Worth Region

The Future of Wealth Management

CFP Ethics: Creating Ethical Habits & Increasing Trust in the Financial Planning Profession

Eric Sawyer, MS, CFP®Director of Financial Planning with the Department of Personal Financial Planning (PFP) of Texas Tech University

This program will take place on May 12

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Rosemary Hueser Bank of Texas Advisor Trust Services

Rob AndersonBank of Texas, The Private Bank

Learning to Trust the Use of Trusts For Your Clients

Kurt Kauffman, J.D., LLM (Tax)

Advanced Tax Planning Strategies:Harnessing the Power of Asset

Allocation

Patrick Dougherty, MBA, CFP®Dougherty Wealth Management, LLC

Trudy Turner, CFP®, CPARobertson Griege & Thoele

Adding Your Art to the Science ofFinancial Planning

Bill BarnettCareer Strategist & Author

The Strategic Career:Let Business Principles Guide You

Brian Fitzsimons, CFAWestcore MIDCO Growth Fund &

Westcore Select Fund

Discover the Growth Potential ofSmall-Cap Stocks

Katie Brewer, CFP®Your Richest Life, &

Jason Hull

Using Blogging & Social Media to Grow Your Business

Stewart HsuCo-Founder & COOConti Organization

Multifamily Investments Overview

Mark WaySenior VP Foreign Exchange Specialist -

Bank of Texas

Foreign Currencies as an Asset Class Within Your Portfolio

Amanda BrayContent Manager-Publisher-

Senior Writer / Editor

Being Online as a CFP

Jaime Boyles, CFP®Lee Financial Corporation

FPA Pro Bono Boot Camp - How to Successfully Provide Pro-Bono

Financial Advice in Your Community

Jerry Paul, CFAICON Bond, Risk Managed

Interest Rate Outlook“Old Normal”

Thomas Murphy, CFP® & Adrienne AnthonyMurphy & Sylvest

A New Practice Model, and How itMight Affect You

FPA Symposium Bonus Sessions - May 12May 12 Pre-Symposium Sessions

GALLERIA TOWER ONE - DALLAS TX - 12:00 - 4:45 PM

These sessions will be held the day before the Symposium. Symposium attendees can elect to attend these sessions for free toreceive an extra 2 CFP Ethics CE and 2 hours regular CFP/CPA CE!

CFP Ethics: Creating Ethical Habits & Increasing Trust in the Financial Planning Profession

Eric Sawyer, CFP®, MS Director of Financial Planning with the PFP at Texas Tech University

How to Navigate Your Clients Through the Changing Insurance Landscape

Heather Kelly, RHU, HIA, MHP, CLU Director, United Capital Risk Management

The Eight Elements of Influence and Why They Are Essential to Achieve Client Change

Thomas Murphy, CFP® Murphy & Sylvest

May 13 Early Risers Bonus CE Session

WESTIN GALLERIA - DALLAS TX - 7:00 - 7:50 AM

The Affordable Care Act: Well, We Made it to Year #2

Tho Matt Vega, CFP® Murphy & Sylvest

Post - Symposium Cocktail Reception

May 13 - 4:45 - 6:00 PMWESTIN GALLERIA

Free event for all symposium guests,sponsors and speakers

Sponsored By

Pre-Symposium Reception & Happy Hour

May 12 - 4:00 - 6:00 PMGALLERIA TOWER ONE

Free event for all symposium guests,sponsors and speakers

Sponsored By

Membership

Robert AndersonJeff BouchardBlair ChozenJohn Cravens, AWMASarah Crowe, CPA, CFP®Ha DaoNathan DavisJames ErohIlona Friedman, CFP®Chris Garcia, CFP®Rohan GargNick GiorgioStephen HartAaron Hays, CFP®Michael HendersonScott HollandTrip Irby, CFSEmily JourdanHanna KattilakoskiJeff KortJames LeddonRoger Linder, CFP®Laura Marquard, CFP®Cody Mason, CFP®Scott Matthews, CFP®Lisa McDaniel, CFA, MBAJad McGuireRyan MilesRobert MillerBrooks MorrowDustin NunleyMatt PowersDaniel RieckerDouglas SimmangCynthia Spigel, CFP®Marcia StaffAlan ThorntonScott TurnerMatt VenturaPatrick Wallace, CFP®Stephen Webb

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FPA Member Bring a Guest Program

Introduce a colleague to FPA!

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 about financial planning. The Dallas Ft Worth chapter of the FPA is all about enabling financial professionals to become better at what they do and have some fun at the same time. Take some time out of your busy schedule to refuel and rein-vigorate your practice.

To show how serious we take engaging serious planners we are offering a way for you to bring your friend or co worker to experience the FPA . We are starting a new program this year which allows each member to invite an individual to experience for free one of our regular program lunches. Each free guest attendee may only utilize this program once during the year.

Dallas Ft Worth chapter of the FPA has not pulled back or shrunk in size but is looking to engage more financial planning professionals in an ongoing dialogue.

So much has happened and continues to impact us a profession. Stay current where it matters. Find ways to be better at what you do and make a difference for your clients. Come grow with us this year. Complete details online!

Representing financial planners and issues affecting planner practices are pri-mary objectives of the Financial Planning Association. To enhance our efforts, the FPA-PAC was created as the federally registered political action commit-tee of FPA, the only registered 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 Representatives — primarily incum-bents, regardless of political party — who have demonstrated previous sup-port of issues FPA believes critical to advancing the profession.

To contribute to FPA-PAC visit: www.fpanet.org/member/govt_relation/fpa_pac.cfm

If you have any questions or need some guidance, please do not hesitate to contact Jennifer Rudolph, the FPA grassroots manager at Jennifer.Rudolph@fpanet.org.

FPA Seminar Series: You’re a Financial Planner - Now What?Join us for our “Now What?” Master Class, designed for planners with 3 to 8 years of experience. Planners of all tenures are always welcome. It is presented on the 3rd Thursday evening of every other month at 6:30 p.m. Each month’s seminar will cover a different topic(s) of interest to planners early in their career such as: the practical application of the financial planning tools, practice management; books of interest, art vs. science; and many more topics.Join us, along with your financial planning colleagues for this interesting series to help make the second phase of your career a success! No RSVP is necessary, just drop in. Questions??? Please contact Tania Bailey at Tania@dwmplanning.com

MAY 21 TOPIC: Everything BUT Books1 CE - pending approval

Following our previous seminars on “Best Books to Read for Planners” we will share all of the “other” resources avail-able to planners to help you maintain Principle #3 of the CFP® Code of Ethics & Professional Responsibility - Compe-tency. “Everything But Books” will include: Webinars, blogs, apps, websites, newsletters, Twitter, email blasts, conferences, etcetera. Join us for this interactive discussion of resources available to keep you on top of your game.

FUTURE DATES: JULY 16; SEPTEMBER 17; NOVEMBER 19

PresidentDennis Moore, CFP®, MBA

Chairman/Past PresidentJonathan Meaney, CFP®

President ElectRett Dean, CFP®, EA TreasurerCrystal Billing, CFP®

SecretaryDallas McKee, CFP®

Public Relations DirectorThomas Murphy, CFP®

Membership DirectorWilliam (Bill) Dendy, CFP®

Education DirectorBrandon Ratzlaff, CFP®

Corporate Partnership DirectorJoel Berg, CFP®

Government Relations DirectorSarah Henze, CFP®

Pro-Bono DirectorJaime Boyles, CFP®

Career Development /NexGen DirectorJennifer Calvi, CFP®

Special Events DirectorJarrod Upton, CFP®, MBA, MS

Technology DirectorMichael Domingo, CFP®, AIF, CLU, MBA

Allied Professionals DirectorTaylor Steele, CFP®, CLU, AIF

Executive DirectorMelisa HallStrategic Association Management

Finance ManagerVicki Stone

Office StaffDebbie RynasCarol Brown

FPA Member AnniversariesCongratulations to the following Dallas/Fort Worth Chapter members who

are celebrating significant FPA Membership Anniversaries in...

APRIL - MAY - JUNE

30 Years

Jeffrey Holler, CFP®The Capital Chart Room, LTD

James Talley, CFP®JH Talley & Associates, PC

25 Years

William Arnold, CFP®Texas Baptist Missions Foundations

20 Years

David Dryden, CFP®, ChFC, MSInsight Wealth Partners, LLC

Richard Terrill, CFP®The Terrill Group, LLC

15 Years

Carol Croy, CFP®Carter Advisory Services

Jill DawsonRich Rewards Consulting

Anthony DeBruynCapital Plan, Inc.

Glenn Ferrell, CFP®, CRPCLincoln Financial Network

Craig Greenway, CFP®, CPASFMG Wealth Advisors

Bradley Hall, CFP®Waddell & Reed, Inc.

Phillip Johnson, CFP®, CPAJohnson & Hoffman, PC

Lynn Lawrance, CFP®, MBACetera Advisor Networks

Robert Popowitch, CFP®Grant Thornton, LLP

Eric Tiedtke, CFP®

Myron Weiss, CFP®MLW Financial, Inc.

10 Years

Randall Childress, CFP®EdwardJones Investments

Kyle Eaton, CFP®The Relevance Group

Tiffany Finney-Johnson, CFP®New Dimensions Wealth Management

Martin Landry, CFP®, CFA, CAIA, CIMA1st Global

Byron Meads, CFP®Merrill Lynch

Sean Monohan, CFP®, EA, USTCPChartered Financial Strategies, LLC

5 Years

Clint Adams, CFP®Adams Wealth Management

Kay Allen, CFP®Aspen Wealth Management

Chase Mouchet, CFP®Strategic Financial Planning, Inc.

Jeffrey Robinson, CFP®GuideStone

Monalynd Young

Foundation for Financial Planning

The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the fi-nancial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.

The Foundation helps bring national organizations together to provide FREE financial education and planning to underserved populations via Financial Planning Days throughout the U.S.

To learn more about the Foundation for Financial Planning or how you can contribute, visit its website at www.foundation-finplan.org or call 770-938-1110 - Jim Peniston, Executive Director

Foundation-Finplan.org

FPA NexGen

GatheringJune 19 - 21, 2015

The University of Texas at Dallas

Richardson, TX

Facilitated by Joe Pitzl, CFP®, Cheryl Holland, CFP® and Patrick Dougherty, CFP®

Building Community

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering Friday, June 19 - 21, 2015 at The University of Tex-as at Dallas in Richardson, Tex. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting.

We welcome all members of the financial planning community to join the conversa-tion and experience the pulse, passion and vision of the next generation of financial planners.

Financial planning thought leaders, Joe Pitzl, CFP®; Cheryl Holland, CFP®; and Pat-

rick Dougherty, CFP® will be facilitating the event! Check out the FPA NexGen You-Tube video to learn more about the FPA NexGen community for young professionals.

Learn more and register online at

onefpa.org/community/nexgen/gathering

ROBIN RENEE SPYKER1965 - 2015

The FPA of Dallas/Fort Worth announces the passing of one of our long time colleagues, members and friends (and previous sponsor), Robin Spyker.

Our deepest condolences go out to her family and friends. Robin will be greatly missed.

If you would like to make a donation in Robin’s name please make it to the Dallas Women’s Foundation.

SAVE THE DATE!

FPA DFW CHAPTER MEETING - JUNE 2, 2015Crowne Plaza Hotel - Addison TX

11:00 AM – 2:00 PM

FPA DFW TARRANT COUNTY CHAPTER MEETING - JUNE 16, 2015Fort Worth Club - Downtown Fort Worth

11:00 AM – 1:05 PM

Events

FPA DFW Networking Event @Globe Life Park

Texas Rangers vs Boston Red SoxCatfish Hunter Suite

Space is extremely limited and this event will sell out quickly. Learn more & register at: fpadfw.org/events

FPA DFW has reserved a suite at the Texas Rangers game for FPA Members on May 28. This event will be on a first come first serve basis and online registration

will close once we reach capacity. Your discounted admission of $75.00 includes all drinks, food and your ticket to the Catfish Hunter Suite.

Thank you to our event sponsorMAY 28

Thank You to our 2015

FPA DFW Corporate Partners

Platinum Level Partners

Gold Level Partners

Silver Level Partners

Double Platinum PartnerPURE Insurance