Upcoming Events

Jul 25

July Chapter Meeting

Social Media Training & Media Visibility with Ben Lewis


Aug 22

August Chapter Meeting

Joint luncheon program with PGCSA featuring Kimberly Ford, CPA


Sep 26
Oct 24
Nov 14

Welcome to

FPA of San Antonio & South Texas

Our mission is to promote the value of financial planning in the community, advance the practice of the profession with excellence, and act as the cornerstone of endorsement to the profession with the highest ethical standards.

Ben Lewis  -  FPA Director of Public Relations

This is a 2-part program starting with breakfast at Pappadeaux-La Cantera.  Ben will present "Let's Get Social" and "Boosting Your Media Visability"

Let's Get Social - Based largely on joint research on social media and thought leadership by FPA and LinkedIn, this brief presentation highlights some of the key findings from the research and the tips and tactics planners are using today to engage in social media for their businesses.  Facebook, LinkedIn and Twitter shouldn't be a mystery for planners today.  This presentation will provide you with some easily implementable tactics that will jump start your use of social media in your business.

Boosting Your Media Visibility - Over the past two years, more than 2,400 reporter queries from CNBC, MONEY, CNN, Wall Street Journal, USA Today and many other national media outlets have been sent to CFP professional FPA members participating in the system!  This session will touch on:
- Necessary skills required to engage journalists and provide an overview of FPA MediaSource
- How best to respond to reporter queries while communicating your ideas
- What to do with the coverage you receive

CFP CE is not available for these programs.

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