Upcoming Events

Jul 25
Aug 22

August Chapter Meeting

Joint luncheon program with PGCSA

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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.

James & David Voeller, Attorneys at Law - The Voeller Law Firm 

This program will provide an overview of various wealth preservation techniques, including: saving money by avoiding probate; structuring an estate plan to minimize capital gains tax; ensuring that an inheritance is not lost in a surviving spouse’s failed second marriage; providing children with a legacy that is exempt from lawsuits and predators; and avoiding impoverishment due to a long-term care event.

One-hour of CFP CE is pending approval.

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