Continuing Our Commitment to Excellence at the FPA DFW Conference

by | Feb 27, 2026

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.

Image of Carter Financial Management Team at FPA Conference​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.

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

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