Member Area Login
Please click below to be taken to the Member Login screen.
Not a member yet? Click here to join
Future Meetings
March Luncheon with Jim Voeller, Esq.
March 27, 2019
11:15 AM - 1:00 PM
Pappadeaux at La Cantera
15715 I-10 West
San Antonio, TX 78257
Estate Planning For Control Freaks
CFA Texas Investor Summit
March 29, 2019
7:00 AM - 5:00 PM
Marriott Plaza Hotel
555 S. Alamo Street
San Antonio, TX 78205
“Trumping the Markets”
FPA 2019 Financial Planning Symposium
May 07, 2019
8:00 AM - 4:00 PM
University of the Incarnate Word - Skyroom
4301 Broadway
San Antonio, TX 78209
Venue website
Up To 6.5 Hours of CFP CE!!
May Luncheon with Rick Roche of Little Harbor Advisors
May 22, 2019
11:15 AM - 1:00 PM
Pappadeaux at La Cantera
15715 I-10 West
San Antonio, TX 78257
Moments of Truth - The Achilles Heel of Modern Portfolio Theory (MPT)
Joint Luncheon with PGCSA - August 28
August 28, 2019
11:15 AM - 1:00 PM
The Plaza Club
100 West Houston Street, 21st Floor
San Antonio, TX 78205
Annual Joint luncheon program with PGCSA
PLATINUM Sponsor
Gold Sponsors
Silver Sponsors
Bronze Sponsors
