Several professionals from Carter Financial Management recently attended the Financial Planning Association of Dallas/Fort Worth (FPA DFW) Conference on February 19, 2026, held at the Irving Convention Center. The conference brought together financial planning professionals from across the region for a day of learning, collaboration, and insight into the evolving landscape of our profession.
Attending industry conferences like this is an important part of our commitment to ongoing education and professional development. Sessions throughout the day covered timely topics ranging from regulatory updates and planning strategies to emerging trends impacting the way we serve clients.
Beyond the educational sessions, the conference provided a valuable opportunity to connect with peers, share ideas, and strengthen relationships within the financial planning community. We were also excited to see so many students in attendance from the Texas A&M Financial Planning Program — what great exposure for these future planners as they begin their journey in this profession.
These conversations and experiences help us bring fresh perspectives and thoughtful solutions back to the families and organizations we serve. We are grateful for the opportunity to participate in events like the FPA DFW Conference and remain dedicated to staying at the forefront of our profession so we can continue delivering the highest level of advice and service.


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