Financial Planning Symposium
SAVE THE DATE!
Thurs., Apr. 17, 2014
Agenda| Session Outlines & Descriptions| Event Sponsors| Map & Directions
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.