The Financial Planning Association (FPA) is excited to announce a new benefit for its members. Effective immediately, all members who enroll in the auto-renewal program will receive a 10% discount on their annual membership fee. To take advantage of this offer, simply select "auto-renewal" when you join or renew online, or contact FPA Member Services at memberservices@onefpa.org or 800-322-4237 option 2. We are thrilled to provide this added value to our members and hope it will make membership in FPA even more rewarding.

Welcome to the next generation of connecting with your financial planning community! The all-new FPA Connect platform is your all-in-one source of connection with FPA members. The upgraded platform features a homepage with an activity feed to make following discussions easier than ever. The improved community library provides easier navigation to find what you want – when you want it. Knowledge Circles, the All-Member Open Forum and your different communities are better than ever. Access to the new FPA Connect is just another great benefit of FPA membership. Check it out today!

The annual FPA DFW Conference held at the Irving Convention Center on February 15th saw a remarkable turnout this year, with over 400 financial planning professionals, partners, and students in attendance. This event solidified its reputation as the leading financial planning conference for advisors in the DFW area. We extend our gratitude to all who participated, shared insights, and offered feedback. Stay tuned for the official save the date announcement for #FPADFWCONF25 coming this summer. Thank you to everyone who made this year's conference a resounding success!

Are you eager to learn, grow, and take your business to new heights? If yes, you want to attend FPA Annual Conference 2024.

It’s about connecting with like-minded people, learning from the best, and building a strong community. You will meet some of the brightest minds in the profession, share your ideas, and explore new strategies to achieve the next level. It's unique and custom-made for you, so don't let it pass you by. Register now for early bird pricing and join us in Columbus from September 18-20, 2024.

Membership is better with friends! The FPA referral program is a golden opportunity for your chapter Members to share the love and be rewarded. Referring members receive $25 for each new CFP^® Professional or Allied Professional Member and $10 for each new aspiring financial planner or academic Member. Once the referred Member joins, a promo code is provided to the referring Member during their next renewal period. Learn more. 

FYI – look for changes to the FPA Website My Account/Profile section in the coming days. This section has been redesigned to offer better functionality, usability, and streamline information collection from Members and prospective Members.  

52 YEARS

Vernon Gwynne

Financial Services Exhange

42 YEARS

Gary Wood

Concorde Financial Corporation

41 YEARS

Ken Link, CFP®, CFA

Link Financial Corporation

40 YEARS

Guy Cumbie, CFP®, CIMA®, RLP®

Cumbie Advisory Services, Ltd

30 YEARS

Jim Kennedy, CFP®

Kennedy Financial Services

25 YEARS

Jenny Armstrong, CFP®

Lee Financial

Alan Goldfarb, CFP®, AIF®, MBA

Financial Strategies Group

Jimmy Middlebrook, CFP®

Ameriprise Financial Services

Michael Mills, CFP®, CLU®, CFS

Mills Wealth Advisors, LLC

Hank Mulvihill, CFP®, CCM, CWS

Smith Anglin Financial, LLC

Roger Shake, CFP®, RLP®, CeFT

Legacy Consulting Group

Steven Wachs, CFP®

Legacy Consulting Group

Shirley White-Stevens, CFP®

Investment Services Center

Christopher Young, CFP®

Mercer Advisors

15 YEARS

Parker Consaul, CFA

Pivotal Financial Advisors

Michael Crews, CFP®

North Texas Wealth Management

Charles Stephens, CFP®

Kindred Stephens Financial Group

10 YEARS

Tiffany Garza, CFP®

Mercer Advisors

5 YEARS

AJ Bunn, CFP®

BentOak Capital

Smoker Deterding Alpha 3 Financial

Michael Gladwin, CFP®

Guidestone

Mark LaDrew, CFP®

Waddell & Reed

Timothy Painter

Lindus Advisors, Inc.

Wen Qin, CFP®

WDW Financial

Job Seekers

Take the first step and submit your resume on the FPA of Dallas/Fort Worth Career Center. Be ready for that next opportunity!

Employers

Niche job boards, like the FPA of Dallas/Fort Worth Career Center will help you reach a targeted audience of highly qualified candidates with the skills and certifications you are looking for.

FPA Members Get Complimentary Access to TIFIN Wealth

We were excited to announce a new partnership recently with TIFIN Wealth to support the growth of independent financial planners by providing access to TIFIN’s personalized investment platform at no cost for FPA members who manage under $100M in AUM. This member benefit aims to empower FPA members with cutting-edge tools and resources to better serve their clients while making innovative investment technology more accessible. Learn more now!

Elevate your fashion game with the latest and greatest in FPA-branded apparel! The FPA Merchandise Store offers a range of FPA-themed gifts and accessories that are sure to impress. From stylish clothing to premium notebooks and bags, the FPA Merchandise Store is just a click away. Our online platform ensures a seamless shopping experience, allowing you to browse and purchase your favorite items from the comfort of your home or office. Check out all that’s available in the FPA Merchandise Store. 

2024 FPA DFW Platinum Partners

2024 FPA DFW Gold Partners

2024 FPA DFW Silver Partners