AICPA 2020 Personal Financial Planning Summit
January 27–29 | Palisades West | Austin, TX

Join us at the DFA Headquarters, Palisades West, for this year's summit! CEO Brad Bueermann will be a panel moderator and giving a special presentation on succession planning.

Tuesday, January 28 at 1:15–2:55pm

Click here for more information and to register.


TD Ameritrade National LINC
January 29–31 | Hyatt Regency | Orlando, FL

Come visit us at Booth #126!

We are also offering confidential, one-on-one consultations with an FPT expert at the conference. Click here for more information and schedule your consultation today!


Kickstart Strategic Growth - 2020 Webinar Series

January 30 • Recruit & Retain Next-Generation Talent : Your Most Important Investment
February 13 • Succession 3.0 : The Evolution of Achieving Business Sustainability
February 27 • Inside the M&A Market Place

Join us for a special webinar series to kick off the year with energy and actionable steps. Get inspired to execute your strategic growth plans and make measurable progress towards your business goals this year. Click here for more information and to register for any of these presentations.


2020 ARC Annual Shareholders and Best Practices Meeting
February 5–7 | National Doral Miami Resort | Miami, FL

President & Founder David Grau Sr., JD, will be a featured speaker presenting: "Transforming Your Practice into a Business—Business Continuity and Succession Planning Ideas."

Thursday, February 6 at 2:20–3:05 pm