Past Meetings

CFP Board 'Code of Ethics and Standards of Conduct' San Antonio Roadshow

March 14, 2019
7:30 AM - 9:00 AM

Westin Riverwalk
420 W. Market Street
San Antonio, TX 78205

The New CFP® Standards Are Coming. Will You Be Ready?

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February Luncheon with Michael Taylor

February 27, 2019
11:15 AM - 1:00 PM

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

Financial Media

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January Luncheon with Frank Arnold

January 23, 2019
11:15 AM - 1:00 PM

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

Tax Cuts & Job Acts from an Advisor's Perspective

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