Winter 2014 NewsletterThe DFW Planner

Upcoming FPAMeetings & Events

Chapter Meeting Dates - Dallas

January 30March 17June 2September 15November 3

Chapter Meeting DatesFort Worth

June 16October 20

FPA NexGenDates

TBA

Special EventDates

FPA DFW11th Annual Career DayJanuary 30

14th Annual ‘Take Me Out to the Ball-park’ - Opening Day!April 10

FPA DFW Financial PlanningSymposiumMay 13, 2015

2015 FPA DFW Season TicketsONE Price…ONE Payment…One Time a Year…

FPA Professional Member Enhanced Package: $300 - BEST VALUE!

Season Ticket Package includes 7 chapter meetings (Dallas & FTW meetings) and the FPA

DFW Financial Planning Symposium on May 13, 2015

FPA Professional Member Season Ticket: $160

Season Ticket Package includes 7 DFW chapter meetings (Dallas & FTW)

As a member of FPA you have the opportunity to purchase a Season Ticket. Pur-

chasing the Season Ticket is a convenient method of prepaying for the upcoming

season of chapter education programs sponsored monthly by the FPA of DFW.

Approximately 20-25 CE credit hours can be earned throughout the year (Janu-

ary 1 - December 31). Pricing for the season tickets remains the same for the

8th year in a row.

Details and online order form online at www.fpadfw.org

Everyone who purchases a 2015 Season Ticket willalso receive a free guest pass to give to a colleague

fpadfw.org

FPADallas/Fort Worth

Happy HolidaysFrom FPA Dallas/Fort Worth

Membership

Joe AlexanderSean AlfordJason BangGlenda Bianchi, CFP®Michelle Brennan HallSean BrittJohn Chapman, CFP®Robin DelcambreTravis Federick, CRPC, CDFAEmily FransonElizabeth FraserChris HutzlerScot JacksonDaniel LengyelAndrew Licon, CFP®Charlene Lietz, CFP®Michael LobmeyerOliver Matison, CFP®Chad MorganBrett MullinsJohn MunzJonathan NickelJames Nielson, CFP®Sabr NuruDaNella OrganJoe PazeraCole PfeifferAshley ReaShad Robertson, CFP®Margaret Anne RushingReginaldo SandovalJames SaundersJacob SeifTerrell SibleyDoug White, CFP®

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FPA Member Bring a GuestProgram Continues in 2015!

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 seriousabout financial planning. The Dallas Ft Worth chapter of theFPA is all about enabling financial professionals to becomebetter at what they do and have some fun at the same time. Take some time outof your busy schedule to refuel and reinvigorate your practice.

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

Dallas Ft Worth chapter of the FPA has not pulled back or shrunk in size but islooking 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 differencefor 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 ofthe financial planning profession.

By contributing to the FPA-PAC fund, you're helping support candidates forthe 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 tocontact Jennifer Rudolph, the FPA grassroots manager atJennifer.Rudolph@fpanet.org.

2015 FPA Dallas/Fort Worth Board of Directors

Chairman Jonathan Meaney, CFP®Carter Financial Management

President Dennis Moore, CFP®, MBAQuest Capital Managmement

President Elect Rett Dean, CFP®, EARiverchase Financial Planning, LLC

Secretary Dallas McKee, CFP®Lifeway Financial Corporation

Treasurer Crystal Billing, CFP®CFO4Life, LP

Membership Director Bill Dendy, CFP®Elite Financial Management

Education/Programs Director Brandon Ratzlaff, CFP®Carter Financial Management

Symposium Director Jarrod Upton, CFP®, MBA, MSUnited Capital

Corporate Partnership Director Joel Berg, CFP®Carter Financial Management

Technology Director Michael Domingo, CFP®, AIF, CLU, MBACadence Financial Advisors, LLC

Pro Bono Director Jaime Boyles, CFP®Lee Financial Corporation

Career Development & NexGen DirectorJennifer Calvi, CFP®Quest Capital Management

Allied Professionals DirectorTaylor Steele, CFP®, CLU, AIFCadent Capital, LLC

Public Relations DirectorThomas Murphy, CFP®Murphy & Sylvest

Advocacy DirectorSarah Henze, CFP®Lee Financial Corporation

FPA DFW 2015 Board of Directors ElectedThe slate of candidates proposed to serve as the officers and directors of the Financial

Planning Association of DFW for 2015 was recently elected by the chapter members as

follows.

FPA of DFW wishes to thank each of these individuals for their willingness to serve our

organization and wish them well as they assume their roles in 2015. For a complete listing of

FPA DFW Officers & Directors please visit the FPA DFW website at www.FPADFW.org and

click on ‘Leadership’.

FPA DFW FinancialPlanning Symposium

SAVE THE DATE!

May 13, 2015

Join FPA Dallas/Fort Worth on May

13 for a day of great education,

networking, industry expert speakers,

and extraordinary sponsors and

exhibitors. Details will be announced

online in early 2015. For information

on becoming a sponsor contact FPA at

execdir@fpahouston.org.

Westin Galleria Dallas

May 13, 2015

FPA Dallas/Fort Worth Mission Statement

The mission of the Financial Planning Association of Dallas/Fort Worth is to foster excellence in the

practice of Financial Planning and to promote the value of the CFP® Designation.

EXPONENTIAL GROWTHT3 is celebrating a decade of success and collaboration withindependent financial advisors and allied institutions.Over the past 10 years, the rate oftechnological progress among financialadvisors has been exponentially increasing.Advisors and their clients are reaping therewards. We‘ve been honored to play a partin the educational process.

Please join us for the 10th annual T3Technology Conference for Advisors as wediscuss trends for the future, more effectiveways to do things, and better ways tocommunicate with your clients.

Topics of discussion will include:· Cyber security audits· Cloud contractual issues· Estate planning for digital assets· Electronic marketing· Mobile communications· Client acquisition· Content management· Emerging technologies

See you in Dallas!

Dave DruckerJoel Bruckenstein

DFW FPA Members receive $25 off the Early Bird rate by using this code: 2015T3FPADAL1DFW FPA Members receive $50 off the Regular rate by using this code: 2015T3FPADAL2

One free pass will be given away at Oct, Nov, Dec and Jan chapter meetings

T3 Technology Conference for AdvisorsFeb. 12-14, 2015

Hilton Anatole – Dallas, TX

Register now http://www.TechnologyToolsForToday.com

ADPSave up to 25% on payroll services

Dalton EducationSave $200 on all education packages & $100 off any review program

Advantage Media GroupBoutique, vanity publishing and free consultations

EarthLink BusinessUp to 3 months of free service, including high speed internet, VoIP &IT hosting

Advicent20% off Advicent Solutions software

FedExSave up to 21% on shipping solutions

Advisor ImpactSave 20% on Client Audit feedback programs to help engage withclients

FiPathSave 20% on featured marketing products & services

Advisor WebsitesFlat FPA pricing on website design and service packages, plus freewebsite consultations

IPS AdvisorPro20% off investment policy statements Use code: FPAMemberAdv20

Advisors AssistantSave 15% on CRM subscriptions

Kaplan Financial Education15% off licensing, CE, and CFP exam prep 866.963.8329 Use codeFinPlanAssn

Angie's ListSave 30% on subscriptions

Keir Educational Resources15% off CFP prep courses and education 800.795.5347

AnyMeetingFree or discounted web conferencing plans for advisors

LifeLock30 day free trial and 10% off 800.607.7205 Use code FPA

ARAGProfessional legal insurance available exclusively to assoc members

Markel Cambridge Alliance5% off E&O coverage 800.691.1515 Mention FPA

FPA Health Care MarketplaceFPA's platform provides a one-stop-shop for your health care needs

MetLifeAuto & Home, MetLife Defender, and Prescription Discount Program

AvisSave 25% on car rentals worldwide

MoneyGuidePro (PIEtech)$300 off annual price 800.841.5312 Mention FPA

BestBequestYou and your clients receive FPA prices on their secure andcompliant cloud-based

Money Tree Software20% off planning software 877.421.9815 Mention FPA

BudgetSave 25% on car rentals in US and Canada

Office DepotUp to 80% off supplies plus free shipping

CalSuranceFPA Errors & Omissions plans for RIAs and Life Agents

Protected TomorrowsSave 15% on special needs education 847.522.8086

Coffee for LessEnjoy 8% off their already discounted prices plus free shipping

RIA Match30 day free trial and 20% off 571.252.3247

College for Financial Planning15% off professional education programs

RiskalyzeReceive flat $99/month rate on Riskalyze software

CruisesOnly110% lowest price guarantee

Ryan Insurance Strategy ConsultantsExceptional rates and benefits for FPA Group LTD and Life Plans

www.onefpa.org/MyFPA/member-discounts

FPA Member Discount Program

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 AnniversariesCongratulations to the following Dallas/Fort Worth Chapter members who

are celebrating significant FPA Membership Anniversaries in...

September, October, November & December

25 Years

Carol Anderson, CFP®MerrillLynch

20 Years

Wayne Garrett, CPA/PFS, CFP®Snow Garrett Wealth Management

James Houston, CFP®Ameriprise Financial Services

15 Years

Larry Belcher, CFP®, CPALarry c. Belcher, CPA/CFP

Ashley Blanchette, CFP®Robertson, Griege & Thoele

Nina Bridwell, CFP®Bridwell Financial, LLC

Linda Butler, CFP®, CEBS, CFEdGuideStone

Ricky Grunden, CFP®Grunden Financial Advisory, Inc.

Randy Guy Hatcher, CFP®Advanced Planning, Inc.

Royal Hoffman, CFP®, CPAJohnson & Hoffman, P.C.

Charles Jones, CLU, ChFC, RFCC. Jones & Co.

Harold Korin, CFP®Korin Financial Services

Lynn McIntire, CFP®, CAP®, AICadent Capital, LLC

Michael Miller, CFP®Miller Premier Investment Planning

10 Years

Kevin Beall, CFP®, CLU, ChFCUSAA

Matthew Cardwell, CFP®GuideStone Financial Resources of the SBC

David Cordell, CFP®, CFA, CLU, Ph.D.University of Texas at Dallas

Robert de Lachica, CFP®Wealth Management Group, LLC

Donna Fulfer, CFP®Fulfer and Associates

Andrew HeinzLee Johnson Capital Management

Stephen HuttonHutton Financial Advisors

Joanna Jadlow, CFP®, CPARobertson Griege & Thoele

Allan Jones, CFP®

Joseph Krupka, CPATamuc

Douglas McCulley, CFP®Buckingham

Kenneth Painter, CFP®KPLL Private Wealth, Inc.

Clark Randall, CFP®, CLU, AEP, CRPC, AIFFinancial Enlightenment

Charles Stephens, CFP®Kindred Stephens Financial Group

Christie Williams, CFP®Lee Financial Corporation

SAVE THE DATE!FPA DFW CAREER DAY - JANUARY 30, 2015

8:30 AM – 5:00 PM(The Chapter Meeting Will Be Held From 11:00 a.m. - 2:00 p.m. )

Crowne Plaza Hotel 14315 Midway Road, Addison, TX 75001

FPA Career Day is designed to simplify the hiring and interviewing process! Career Day brings together established financialplanning professionals and those newer to the profession with a day of speakers, workshops, discussions and interviews. Joinus!

FPA DFW CHAPTER MEETING - JANUARY 30, 2015

11:30 AM – 5:00 PM

The first FPA DFW chapter meeting for 2015 will be on Friday, January 30, in conjunction with the FPA Career Day. Detailswill be available soon! This is always one of our largest and most popular events each year….plan to join us for a full day ofeducation and networking. This is an event you will not want to miss!

Events

14th Annual FPA DFW Ballpark Event

Texas Rangers vs Houston AstrosGlobe Life Park — Arlington TX

HYUNDAI CLUB!!! (Formally Batters Eye Club)

Space is extremely limited and this event will sell out quickly.Registration will open in January. Look for details to come soon.

An great educational topic will start the day off. The afternoon will be filled with agreat view of the pre-game activities and a full lunch buffet followed by greatTexas Rangers baseball in the HYUNDAI CLUB! Opening pitch is at 1:05 pm

Save the date and join us on April 10 to watch the Rangers on opening dayof the 2015 season!

April 10

CALL FOR 2015 NOMINATIONS IS OPEN!Members of the public and the local business community may submit the name of a company to be considered for by for-warding a nomination form by mail or electronic submission via this website. Companies may self-nominate.Deadline for submitting a nomination is January 15, 2015, final entry submissions are due by February 12, 2015. Winnerswill be announced at a luncheon and awards ceremony May 7, 2015 at the Westin Galleria.

ABOUT THE AWARD: The Greater Dallas Business Ethics Award (GDBEA) honors Dallas-based companies that demon-strate a firm commitment to ethical business practices in everyday operations, management philosophies and responses tocrises or challenges. Now in its 14th year, the GDBEA uses a rigorous process of nomination, entry submission and evalua-tion.

Dallas-based companies of any size, public or private, may be nominated or may self-nominate for the award. Local pro-gram winners may be forwarded for the national awards competition at the discretion of the GDBEA. For details onnomination/entry click here.

Entrants are judged by an independent panel representing the business, academic, public service, and consulting communi-ties in North Texas. Companies are evaluated based on the following criteria:

· Executive commitment to business ethics· Company ethics program· Demonstration of sound ethical practices· Demonstration of commitment to stakeholders

Over the past 14 years many of Dallas’ leading large, medium and small companies have been honored locally and severalhave gone on to win the American Business Ethics Award.

We Need Your Help…Gratitude is Powerful

Gratitude is a powerful and transformational force and because of your support countless

people and communities received pro bono financial planning advice in 2014.  Thank

you for your support.  We will also need your continued support in 2015— that's why our

work for next year starts today. We ask you now, in honor of Veterans Day, to make a do-

nation and/or volunteer to provide pro bono financial planning to a veteran and/or criti-

cally wounded service member. Will you say yes to a veteran in need?

The need is tremendous, but together we can meet this unmet need and provide pro bono financial planning ad-

vice to our veterans and military members.

Foundation Trustee, Alexandra Armstrong, CFP® is committed and will match your donations of

$100 to $999 dollar for dollar.  Can you contribute $100, or more right now to help the Foundation meet

this need?

We can do this, but it's going to take every dollar we can raise to make a bigger impact in

2015.  So we're betting on you to support the Foundation for Financial Planning “Your

Foundation” to get the job done, , and it's the best bet we can make.

Contribute now to help our veterans and critically wounded service member

Please remember to make your tax-deductible year-end donation by December 31 to support

2015 pro bono financial planning outreach.   We owe the availability of pro bono financial planning advice

to those who have given so much for our freedom and country.

Pledge or donate online: http://foundation-finplan.org/donate/pledge-online

Sincerely,

Jim Peniston

Executive Director

Foundation for Financial Planning

Thank You to our 2014FPA DFW Corporate Partners

Double Platinum Partner Platinum Level Partners

Gold Level Partners

Silver Level Partners

Professional Headshots & Corporate Event Photography

Trudy Pellerin, owner of Trudy’s Portraits has photo-

graphed many FPA DFW events, as well as corporate

events and headshots for FPA members. If you have

a need for a photographer for your business events

or employee headshots contact Trudy to schedule a

consultation. Unmatchable quality & pricing.

www.TrudysPortraits.com

630-730-2986

Foundation forFinancial Planning

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

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

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

Foundation-Finplan.org

Financial planners answerquestions from readers

Dallas Morning News ‘Ask a CFP’Hotline - October 2014

Members of the Financial Planning Association of Dal-

las-Fort Worth, took calls in October as part of the an-

nual financial planning hotline and online chat at The

Dallas Morning News. The hotline, which drew 103 call-

ers, and the online chat were sponsored by The Dallas

Morning News and the Financial Planning Association

of Dallas-Fort Worth.

Thank you to our FPA DFW volunteers who assisted at this event: Crystal

Billing, Melissa Brennan, Julian Chapman, Craig Cowles, Alan Goldfarb,

Jean Keener, Lynn Lawrance, Tim Mezhlumov, Chase Mouchet, Thomas

E. Murphy, Clark Randall, Lucy Selby, Jarrod Upton & Michael Vestal.

And a special thanks to Pamela Yip, finance columnist at the Dallas Morn-

ing News