Past Meetings

August Chapter Meeting

August 22, 2018
11:30 AM - 1:00 PM

The Plaza Club
100 West Houston Street, 21st Floor
San Antonio, TX 78205

Joint luncheon program with PGCSA featuring Kimberly Ford, CPA

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July Chapter Meeting

July 25, 2018
9:15 AM - 11:30 AM

Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257

Social Media Training & Media Visibility with Ben Lewis

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CFP Board Town Hall Meeting

May 24, 2018
5:30 PM - 7:00 PM

Omni Hotel at the Colonnade
9821 Colonnade Blvd.
San Antonio, TX 78230

Meet with Doug King & Kevin Keller of the CFP Board

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May Chapter Meeting

May 23, 2018
11:30 AM - 1:00 PM

Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257

Estate Planning – the Fundamentals … and Beyond

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FPA DFW Annual Conference

May 16, 2018 7:30 AM to May 17, 2018 6:30 PM

Irving Convention Center
500 West Las Colinas Boulevard
Irving, TX 75039

Moving Forward Together

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Private Luncheon with Mike Kitces & Ron Insana

May 09, 2018
11:45 AM - 1:00 PM

AT&T Conference Room - UIW Campus
4301 Broadway
San Antonio, TX 78209
Venue website

By Invitation Only - This informal private luncheon will have a limited amount of seating. Take the opportunity to chat with Mike and Ron!

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April Mixer

April 18, 2018
4:00 PM - 6:00 PM

Paesano's 1604
3622 Paesanos Pkwy
San Antonio, TX 78231

Networking & Membership Mxer

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March Chapter Meeting

March 28, 2018
11:30 AM - 1:00 PM

Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257

The Options Industry Council

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February Chapter Meeting

February 28, 2018
11:15 AM - 1:00 PM

Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257

The Affluent Investor

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January Meeting

January 24, 2018
11:30 AM - 1:00 PM

Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257

Do Your Clients Have a Social Security Plan?

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