Upcoming Events

Jan 29

2021 Texas Economic Outlook with Dr. Keith Phillips-Fed Reserve Bank of Dallas

The Dallas Fed’s 2021 forecast for Texas employment growth and more details on the factors likely to influence Texas in 2021. Please click on the meeting title to register!

Feb 10

FEBRUARY 2021 JOURNAL OF FINANCIAL PLANNING REVIEW

Join us for a discussion of the February edition of the Journal of Financial Planning!

REGISTER NOW

Meeting Handouts

Speaker Presentation & Handout files have been provided by our speakers for use and reference by the FPA of San Antonio & South Texas membership. We do not guarantee the accuracy and timeliness of the information provided and you should verify the information with the original author prior to further use. Individual authors may have reserved copyrights on this material and as such, any further dissemination of the information provided herein must have the appropriate approval of the authors and/or companies represented.

How to Download

Click on the presentation topic to view or you can right-click and select "save as" to save to your local drive.

2018 Meeting Handouts

January Luncheon with Oscar Garcia

"DO YOU HAVE A SOCIAL SECURITY PLAN"

February Luncheon with Eric Pickens

"Evolution of Vanguard Advisor's Alpha"

March Luncheon with Eric Cott

"OPTIONS INDUSTRY COUNCIL"

May Luncheon with Jim Voeller

"Estate Planning 101"

September Luncheon with Don Hauk

Salt Creek Insider Lending Tips

October Luncheon with Stephen de Man

"Understanding Your Clients"

2016 Meeting Handouts

2015 Meeting Handouts

2012 Meeting Handouts