FPA DFW Financial Planning Symposium - May 14, 2014

The Int'l/Cross-border Knowledge Circle is Coming

Exciting Community Outreach Initiatives - Such as "How to deal with dementia and cognitive issues with older clients"

Reviewing the Tax Nuances of Stock Incentive Plans

Why is there no CFP Destop Reference book, set of books, or online service?

Crucial Conversations with Clients: Aging in Place or Relocating