March Luncheon with Jim Voeller, Esq.

March 27, 2019
11:15 AM - 1:00 PM
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Pappadeaux at La Cantera
15715 I-10 West
San Antonio, TX 78257

Estate Planning for Control Freaks

Jim Voeller, Esq. of the Voeller Law Firm

Most clients want to be in control of their assets while they are living and they want to avoid unnecessary expenses and delays if they become incapacitated and upon their death. Financial Advisors are in a unique position to identify opportunities to help clients address these issues that matter to the client.

James Voeller is an attorney licensed by the Supreme Court of Texas. He began his career as a member of the staff of the Minneapolis office of Ernst & Whinney. From there, James worked as an associate with the law firm of Wiese & Cox of Minneapolis before establishing The Voeller Law Firm in 1983. Throughout his career, James has helped families structure their affairs in order to eliminate the threat of government intervention into their private lives and protect their assets from lawsuits. In the process, he has helped families save millions of dollars in estate taxes and probate costs.

Registration Fees

FPA Members  $25.00
Guests/Non-Members $40.00

1-Hour of CFP CE Approved

Payment Options: Credit Card using online form or Pay at Door (Cash or Check). Currently the Pay at door sends an email to Subject "RSVP for the FPA Luncheon"

Registration Deadline: March 27, 2019

Cancellation and Refund Policy.


$25.00 FPA Members

$40.00 Guests/Non-Members


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