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The Dallas Chapter of the Society of Financial Service Professionals is committed to advancing the professionalism of its members so that they may better serve their clients' financial needs.

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Claim your FREE one year access to JourneyGuide

JourneyGuide software is the market innovator for retirement income planning that allows advisors to expand their advice from wealth management to retirement.

Plan Ahead--Attend the 2021 FSP Institute

FSP Institute 2021 - Save the date! Jan. 31-Feb. 3, 2021 - Sanibel Harbour Marriott Resort and Spa in Ft. Myers, Florida. You can expect to experience the same high-quality content, unique format, and distinctive energy that has characterized the FSP Institute year after empowering year. Stay tuned for details.

Highlights

Economic War Room – Kevin Freeman, CFA – FSP September 2020 Meeting (Video)

Kevin Freeman, CFA - FSP September 2020 Meeting (Video) Continue reading →
JOIN THE SOCIETY OF FSP AND RECEIVE A 25% NATIONAL DUES DISCOUNT

Now is the best time to become a member of the Society of FSP and the Dallas Chapter. Get the full benefits of belonging AND receive 25% off national dues for the first year when you join. (New members only … Continue reading →

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Pat Pattison PO Box 33382 Fort Worth, Texas 76162