Newsletter FPA Dallas/Fort Worth

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FPADallas/Fort WorthQ4 2016Newsletter2017 FPA EventsFPA Dallas/Fort Worth13th Annual Career DayChapter MeetingsJanuary 27, 2017March 21, 2017June 6, 2017September 12, 2017November 7, 2017Fort Worth Chapter Meetings willbe scheduled in June & OctoberDFW NexGen Events!See what’s coming up National EventsFPA RetreatApril 24-27, 2017Braselton, GACrowne Plaza Hotel - 14315 Midway Road - Addison, TX 75001Career Day is a full day of networking and interviews. Our mission is to help candidates getemployment opportunities to further their career goals and, at the same time, help employersfind their next Star to add value to their firm. There is no better opportunity for you to get significant face time with numerous prospective employers/employees, network with the FPA DFWchapter members, and further the profession’s brightest minds. There are many chancesthroughout the day for networking and ad hoc interviews.FPA Annual ConferenceOctober 2-4, 2017Nashville, TNImportant details and deadlines for all participants@ FPA DFW FinancialPlanning SymposiumMay 10-11, 2017Irving Convention CenterThe first FPA DFW chapter meeting of 2017 will also be held on Friday, January 27, in conjunction with the FPA Career Day. Details can be found online at This isalways one of our largest (200 ) and most popular events each year .plan to join us for a fullday of education, career development, and networking with other professionals. This is a FPAevent you will not want to miss!

FPA DFW Financial Planning SymposiumIrving Convention Center l May 10-11, 2017Guest SpeakersThe FPA Dallas/Fort Worth Financial Planning Conference is now afull 2 day event! This national level conference is designed for all financial planning industry professionals. More than 25 educationalBob McTeer - Former Dallas Federal ReservePresident; CNBC Contributorsessions will be available.Michael Kitces - Pinnacle Advisory Group /Nerd’s Eye ViewThis premier Conference has a national reputation for providingCarolyn McClanahan - Life Planning Partnersties for the more than 300 financial professionals who attend. Attend-knowledgeable inspiring speakers and excellent networking opportuniees will have the opportunity to meet face-to-face with leadingAlan Moore - XY Planning Networkindustry professionals and visit with over 30 event exhibitors.Shannon Pike - FPA National PresidentBill Winterberg - FPPadHighlights to include:Top speakers in the nation! Industry expert keynote andbreakout presentations on financial planning topics across allareasOver 30 companies in the exhibit hall displaying the latestproducts and resources to support your practiceA flexible schedule that allows you to customize your learningexperience based on your needs and scheduleRegarded as one of the best financial conferences in thecountry .and it’s right in your own backyard2017 Symposium A tradition like no otherContinuing education credits for CFP, CPA, CIMA, TDI &NAPFANetworking with top financial planners and industry vendorsfor new friendships and partnerships!

2017 FPA DFW Board ElectedThe slate of candidates proposed to serve as the officers and directors of the FinancialPlanning Association of DFW for 2017 was recently elected by the chapter members asfollows. FPA DFW wishes to thank each of these individuals for their willingness to serveour organization and wish them well as they assume their roles in 2017.2017 FPA DALLAS/FORT WORTH BOARD OF DIRECTORSChairmanRett Dean, CFP , EARiverchase Financial Planning, LLCPresidentBrandon Ratzlaff, CFP Cypress Point Wealth ManagementPresident ElectDusty Wallace, J.D., CFP Lee Financial CorporationSecretaryDallas McKee, CFP Lifeway Financial CorporationTreasurerTaylor Steele, CFP , CLU, AIF, EACadent Capital, LLC2nd Annual FPA DFWSponsor of the YearCongratulations to BOKFinancial Advisor TrustServices / Bank of Texasfor being selected by theFPA membership as ourMembership DirectorBill Dendy, CFP Elite Financial ManagementEducation/Programs DirectorTyler Russell, CFP Carter Financial ManagementSymposium DirectorJennifer Calvi, CFP Quest Capital ManagementCorporate Partnership DirectorJoel Berg, CFP Carter Financial ManagementTechnology DirectorTim Reyes, MBA, MPMQuest Capital ManagementPro Bono DirectorJaime Boyles, CFP Lee Financial CorporationCareer Development DirectorLouis Harbour, CFP Pension Planning ConsultantsAllied Professionals DirectorGinnie Baker, CFP , MSBeaird Harris Wealth ManagementPublic Relations DirectorCrystal Billing, CFP SFMG Wealth AdvisorsAdvocacy DirectorPhilip Floyd, CFP BKD Wealth AdvisorsAllied Professionals DirectorBen Briggs, CFP Tolleson Wealth Management2016 Sponsor of the Year.We look forward to ourpartnership with you formany years to come andwe appreciate your supportof the DFW chapter.

FPA Dallas/Fort Worth14th Annual Honors AwardsHonors AwardThomas McIntire, CFP ,CLU , CFACadent Capital, LLCChairman’s AwardE.W. Woody Young, CFP Quest Capital ManagementFinancial Planning week is the time of year when we take the opportunity to recognize Financial Planners in our communities whohave a lifelong commitment to the financial planning professionand to the Financial Planning Association of Dallas/Fort Worth.Each year it becomes more and more difficult to narrow down theawards to just one person. To us, this means that we have several individuals that are consistently going above and beyond intheir career, their community, and within the organization.Young Guns AwardTaylor Steele, CFP ,CLU , AIF , EACadent Capital, LLCFPA DFW would like to congratulate and recognize the 2016Honors Award Recipients. The awards were presented at theHonors Dinner on October 4, at the Belo Mansion in Dallas.FPA DFW wishes you ajoyous Thanksgiving and aFPA Annual ConferenceBE Nashville 2017October 2-4, 2017FPA Member Savings of 400Use Promo Code BEM@BE17Discount Expires December 31, 2016! Holiday Season!

FPA DFW Past President’s Annual MeetingEvery October a group of FPA DFW past president’s meetings todiscuss the direction and future of our chapter. The DFW continuesto grow and has had tremendous success over the years and wethank all of these individuals for their leadership of our chapter. Aspecial gratitude also goes out to all of the past presidents of theIAFP and ICFP, prior to the FPA.FPA DFW Past Presidents, since 2000:2000Tom McIntire, CFP 2001Dennis Carpenter, CFP 2002Bryan Lee, CFP , MBA2003Michael Busch, CFP , CPA2004Viktor Szucs, CFP 2005Bryan Clintsman, CFP 2006Trudy Turner, CFP , CPA2007Kevin Grant, CFP , CLU, ChFC2008Mario Yngerto, CFP 2009Mark McClanahan, CFP 2010Tara Scottino, CFP 2011Monte Ferguson, CFP , ChFC2012Cliff Layfield, CIC, ARM2013Dan Mauck, CFP 2014Jonathan Meaney, CFP 2015Dennis Moore, CFP WelcomeNew Members!Jordan Allen, CFP - Guidestone Financial ResroucesJames AughenbaughDaniel Cazac, CFP - Texas Made Wealth, LLCMatthew Covellli - Robertson, Griege & ThoeleLaura Cunion - RGT Wealth AdvisorsScott Dial, DIA - Guardian Life Insurance Co. of AmericaTyler Downing - RLC Wealth ManagementDavid Downs, CFP - Downs Fischer FinancialThomas Gentry - S2K FinancialBrandon Gibson, CFP - Gibson Wealth ManagementElizabeth Holland, CFP Alesha Isaacs, CFP Richard Kash - Cedar Capital, LLCBenjamin McBride, CFP - Cadent Capital, LLCShane Miller, CFP , CRPS - Whitley Penn FinancialJoshua MillerTyler Nace, CFP Daniel Naylor, CFP 2016Current FPA DFW PresidentsKelsey Norton, CFP - Heritage Financial PlanningRett Dean, CFP Andrew OverbyFuture FPA DFW Presidents2017Brandon Ratzlaff, CFP 2018Dusty Wallace, J.D., CFP Terry Parham, CFP , ChFC - First CommandMatt Powers, CFP - Frontier Investment Management Co.Tim Reyes, MBA, MPM - Quest Capital Management, Inc.Douglas Roberts - GuideStone Financial ResourcesCynthia RuizDeidre Sanborn - Deirdre Sanborn & AssociatesJeff Sears - Oakview Capital ManagementDavid Sims, CFP , MBA, AAMS - Principal Financial GroupJeff StewartDick Stone - Stone FinancialGregory StorgaardNidhi TalatiSmitha Thomas, CFP - Sancus Wealth ManagementStephen Trousdale - Buckingham Asset ManagementJeff Wealthers, CFP - GuideStone Financial Resources

FPA Member AnniversariesCongratulations to the following Dallas/Fort Worth Chapter members whoPresidentRett Dean, CFP , EAChairman/Past PresidentDennis Moore, CFP are celebrating significant FPA Membership Anniversaries in.OCTOBER l NOVEMBER l DECEMBER35 Years10 YearsPresident ElectBrandon Ratzlaff, CFP Mark Henderson, CFP Asset Preservation Group, Inc.Jennifer Calvi, CFP Quest Capital Management, Inc.TreasurerCrystal Billing, CFP Joan PeurifoyFinancial Network Investment Corp.SecretaryDallas McKee, CFP 25 YearsMichael Fox, CFP Redstone InvestmentsDonald Laseter, CFP Financial Consulting ServicesNic Gibson, CFP Lee Financial CorporationPublic Relations DirectorThomas Murphy, CFP Membership DirectorWilliam (Bill) Dendy, CFP Education DirectorTyler Russell, CFP Corporate Partnership DirectorJoel Berg, CFP Advocacy DirectorPhilip Floyd, CFP Pro-Bono DirectorJaime Boyles, CFP Career Development /NexGen Dir.Jennifer Calvi, CFP Special Events DirectorJarrod Upton, CFP , MBA, MSRobert Rothe, CFP Wealth Management Group, LLC20 YearsDavid Ackerman, CFP , CFAAckerman Capital ManagementKevin Caldwell, CFP Shamrock Asset ManagementDarrell Tate, CFP Tate Financial Group, LLC15 YearsA. Wayne Cranfill, CFP , CSACranfill & Associates Wealth ManagementM. DeLene Gilbert, CFP , CLU, ChFC, CLTCEvos FinancialTechnology DirectorTim Reyes, MBA, MPMJohn Kvale, CFP , CFAJ.K. Financial, Inc.Allied Professionals DirectorTaylor Steele, CFP , CLU, AIFKevin Margolis, CPA/PFSSFMG Wealth AdvisorsExecutive DirectorMelisa HallStrategic Association ManagementFinance ManagerVicki StoneOffice StaffDebbie RynasCheri Measom, CFP , MBA, EARaymond JamesMark Opdahl, CFP , CPANancy Phillips, CFP , CPANancy K. Phillips, P.C.Larry RoseR/F Financial GroupStephen Falk, CFP Westbrooks Dugger & WestbrooksScott Schlegel, CFP , CPACommonwealth Financial Network5 YearsDanny Boyce, CFP Lee Financial CorporationMeredith Lee, CFP Lee Financial CorporationHelen Stephens, CFP , EAAspen Wealth ManagementDennis WigantWigant & Associates

Double Platinum PartnerWisdomTree Asset ManagementPlatinum Level PartnersGold Level PartnersSilver Level PartnersThank You to our 2016FPA DFW Corporate Partners

Carolyn McClanahan - Life Planning Partners Alan Moore - XY Planning Network Shannon Pike - FPA National President Bill Winterberg - FPPad . 2003 Michael Busch, CFP ,

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