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

Read More

Register Now

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”

Read More

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!!

Read More

Register Now

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)

Read More

Register Now

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

Read More

Register Now

PLATINUM Sponsor


Gold Sponsors





Silver Sponsors

Bronze Sponsors