Financial Planning   Symposium SAVE THE DATE! Thurs., Apr. 17, 2014 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 the Incarnate Word

   Agenda| Session Outlines & Descriptions| Event Sponsors| Map & Directions

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

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 17, 2014, 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_®, CPA, CLU, ChFC designations based on sessions attended
• Free parking
• …plus much more!