Past Meetings

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!!

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Member & Guest Mixer with Guest Speaker

April 17, 2019
4:00 PM - 6:00 PM

Paesano's Lincoln Heights
555 E. Basse Road
San Antonio, TX 78209
Venue website

Join us for a LInkedIn tutorial and networking event!

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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”

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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

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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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