Past Meetings

UIW Diversitas Financial Symposium

October 27, 2020
11:00 AM - 2:00 PM

Webinar

78201
Venue website

Expanding Diversity in Wealth Management

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October's Journal of Financial Planning Review & Social

October 14, 2020
4:30 PM - 6:00 PM

Zoom Virtual Meeting/Event

Members: Join us and earn 1 hour of CFP CE!

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ProBono Planning Meeting

October 14, 2020
12:00 PM - 1:00 PM

Zoom Virtual Meeting/Event

Explore your opportunities to participate in ProBono Events and be a part of the planning!

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PGCSA Joint Meeting with Nathan Harness

September 29, 2020
11:30 AM - 1:00 PM

Zoom Virtual Meeting/Event


Venue website

The Millennial Mindset

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CFA Texas Annual Investor Summit Part 2 (CFP CE Available)

September 25, 2020
11:00 AM - 1:40 PM

Webinar


Venue website

Future of Finance: Virtual Realities

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CFA Texas Annual Investor Summit Part 1 (CFP CE Available)

September 24, 2020
11:00 AM - 1:40 PM

Webinar


Venue website

Future of Finance: Virtual Realities

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ZOOM Social PLUS BONUS CE! Discussion of the Journal of Financial Planning

September 16, 2020
4:30 PM - 6:00 PM

Zoom Virtual Meeting/Event

Network and Earn 1 Hour of CFP CE!!

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National Christian Foundation - Advanced Estate Planning Strategies 1.5 Hrs. of CFP CE

September 10, 2020
11:30 AM - 1:00 PM

Webinar

Session 2 of the Plan to Give Live Webinar Series

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NOTICE of Meeting Cancellations

September 01, 2020
12:00 AM

NOTICE OF MEETING CANCELLATIONS

All 'LIVE' events are suspended until further notice. Please check back for future dates.

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July 2020 Virtual Luncheon w/CE - Model Behavior: Hidden Risks...

July 22, 2020
11:30 AM - 1:00 PM

Webinar


Venue website

What Hidden Risks are Undermining Portfolio Performance?

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VIRTUAL HAPPY HOUR PLUS a Special Guest Bartender from The Modernist Bar

July 09, 2020
4:15 PM - 6:00 PM

Zoom Virtual Meeting/Event

Learn new mixology skills to get through the pandemic!

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Partners' Planning Meeting

June 12, 2020
10:00 AM - 11:00 AM

Zoom Virtual Meeting/Event

2020 Partners' Planning

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June 2020 Zoom Social

June 11, 2020
4:30 PM - 6:00 PM

Zoom Virtual Meeting/Event

PLUS Breakout Rooms!

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American Century Investments Webinar

May 27, 2020
10:00 AM - 11:00 AM

Webinar
PLEASE NOTE: All registrants will receive the Login Information prior to the event. Please register by Monday, May 25 in order to receive this information.

TOTAL COST OF ETF OWNERSHIP - REMEMBER TO LOOK UNDER THE HOOD

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ALL FPASATX EVENTS ARE SUSPENDED UNTIL FURTHER NOTICE!

March 25, 2020
11:15 AM - 1:00 PM

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

All events suspended until further notice. Please check back for future dates.

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February 2020 Luncheon with Linda Fernandez

February 26, 2020
11:15 AM - 1:00 PM

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

Texas College Savings Plans and Texas ABLEĀ® Program

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January 2020 Luncheon with Wasif Latif

January 22, 2020
11:15 AM - 1:00 PM

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

Market Outlook 2020

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NAIFA DI Workshop

January 09, 2020
9:00 AM - 2:00 PM

Norris Conference Center
618 NW Loop 410, Suite 207
San Antonio, TX 78216

Disability Income Workshop - 3 Hours of CFP & Life and Health CE

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