Take a walk down memory lane as the Financial Planning Association celebrates its 25th anniversary.
In this special video, industry leaders reflect on the historic merger of the IAFP and ICFP and the founding of FPA. We’re proud to share insights from our own Bill Carter, who helps tell the story of how it all began in 2000—and where FPA is headed over the next 25 years.
Recognizing Leadership, Service, and Community in Financial Planning Members of the Carter Financial Management team gathered with fellow financial planning professionals on October 6, 2026, for the annual FPA DFW Honors Award Ceremony, held at the Communities...
A Day of Service, Teamwork, and Community at the Visiting Nurse Association of Texas At Carter Financial Management, giving back to our community is an important part of who we are. Twice each year, our team sets aside a day to step away from our daily...
A Day of Education, Connection, and Community On Thursday, October 8, 2026, Carter Financial Management welcomed clients and friends to the 47th Annual Carter Investment Conference, held at the Communities Foundation of Texas in Dallas. For decades, the Carter...
Carter Financial Management was proud to serve as the Title Sponsor of the 2026 Texas A&M Financial Planning Conference, held October 1–2 in College Station. The annual conference brings together students, faculty and financial planning professionals for two days...
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