Financial Planning Symposium 2012

San Antonio chapter logo (JPEG)    UIW

FINANCIAL PLANNING SYMPOSIUM
THURSDAY, APRIL 19, 2012
7:30 AM TO 5:30 PM
PRESENTED BY:
FPA OF SAN ANTONIO & SOUTH TEXAS
AND
THE HEB SCHOOL OF BUSINESS AND ADMINISTRATION AT
THE UNIVERSITY OF INCARNATE WORD

San Antonio River

SPEAKER BIOS
AGENDA (available soon)
SESSION OUTLINES & DESCRIPTIONS (updated as information becomes available)
EVENT SPONSORS / MAPS &  DIRECTIONS

The University of the Incarnate Word
4301 Broadway, San Antonio, Texas 78209

Don't miss the opportunity to join us at the FPA of SA&ST and the University of the Incarnate Word's Financial Planning Symposium on Thursday, April 19, 2012, where we will explore aspects and areas of financial planning, asset management and other professional issues and trends.  This conference is an exciting opportunity to hear from nationally renowned speakers and enjoy a day of learning, networking and mentoring.  In addition to a great agenda and outstanding speakers we will also feature an exhibitor's area, giveaways and much more!

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.
Event Highlights:

  • Professional Exhibiting Sponsors - the latest offerings from product and service providers and suppliers
  • Inspiring and informative guest speakers
  • Door prize drawings
  • CE credits: Attendees can earn CE credits for CFP, CLU, ChFC based on sessions attended (Number of CE Credits will be available soon)
  • Free parking
  • .....plus much more!


    Register (Gif)

 

 

ONLINE EARLY BIRD REGISTRATION
(ENDS FEB. 29)

ONLINE REGISTRATION
(AS OF MARCH 1)                     
     AT THE DOOR                           


FPA MEMBER

$100.00 $125.00 150.00

NON-MEMBER
$125.00 $150.00 $150.00

STUDENT RATE
(MUST BE ENROLLED IN A CFP COURSE)

$50.00 $55.00 $55.00
GROUPS OF 5 OR MORE FROM SAME FIRM
(PAID IN ADVANCE)
  $100.00 EACH
(BY MARCH 1)
 

Cancellation Policy: All cancellations must be received by FRIDAY, MARCH 30th in order to receive a full refund.  Cancellations received on or after APRIL 1st arre non-refundable; however, we will gladly work with you on transferring your registration to a guest of your choice.

 

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THANK YOU TO OUR
2102 SPONSORS

PLATINUM LEVEL


Frost Investment Advisors


GOLD LEVEL

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SILVER LEVEL

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BRONZE LEVEL

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CFA Society

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