CHAPTER EVENTS



FPA Logo - small

UIW Logo 03.30.12

Financial Planning Symposium

Thurs., Apr. 17, 2014
7:345 AM to 4:30 PM
Presented by:

                             FPA of San Antonio & South Texas
                                                         and
               The HEB School of Business and Administration at
                         The University of the Incarnate Word

The Rosenberg Sky Room
McCombs Center
Parking Garage
847 E. Hildebrand, San Antonio, Texas 78212

 

7:45am     Registration, Continental Breakfast, Visit with Event Sponsors
8:45am     Welcome & Opening Remarks
9:00am
     Tax Strategies Live, Thomas Rich, 1.5 CE 
                  Presentation     &      Course Evaluation
10:40am
   Break with Event Sponsors
10:50am
   Understanding the 50+ Mature Marketplace, Don Marsh, 1.5 CE 
                  Presentation     &      Course Evaluation
12:05pm
   Lunch with Event Sponsors
1:00pm     Healthcare Reform Overview: The Past, Today, and Future, 
                
Glenn Jones, 1.0 CE 
                  Presentation     &      Course Evaluation
2:00pm
     Eagle Ford Shale: The Tipping Point, U.S. Global Investors, Brian K. Hicks, CFA, 1.0 CE
                  Presentation     &      Course Evaluation
3:00pm
     Break with Event Sponsors
3:15pm
     Estate Planning Panel, Recent Developments & Common Issues,
                 Kevin P. Shay, Matt Spahn, Richard Tye, Jim Voeller
1.0 CE
                  Presentation     &      Course Evaluation 
4:15pm
     Closing Remarks & Wrap

Overall Symposium Evaluation

At this conference planners and advisers will receive the practical guidance you need to develop the most effective planning strategies for your clients.  Explore the latest planning tools, their uses and their nuances.  Learn how to help your clients incorporate the right mix of planning vehicles, achieve specific financial objectives and understand the underlying methodology.

 

More Information & Registration Link

Event Highlights:

  • Professional Exhibiting Sponsors – the latest offerings from product and service
  • Providers and suppliers
  • Inspiring and informative guest speakers
  • CE Credits: Attendees can earn CE credits for CFP® designations based on sessions attended
  • Free parking
  • …plus much more!

 

 

Login