Meetings every 4th Wednesday – January through November

Chapter meetings are held at Oak Hills Country Club

Oak Hills Country Club
5403 Fredericksburg Road
San Antonio, Texas 78229

2012
February 22 - Joint Forecast Dinner with CFA Society of San Antonio
Wednesday, February 22
Speaker:     Michael Santoli, Senior Editor at Barron's
Topic:          What Year Is It?
Time:          5:30 pm Cocktail Reception (Cash Bar)
                  6:30 pm Dinner
                  7:00 pm Keynote Presentation
Place:         Oak Hills Country Club
Cost:          $60.00

REGISTER NOW! (Click on link to register)

1 CE Credit

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March 28
Wednesday, March 28
Speaker:      Jana Owen, Freedom Personal Development
Topic:          Discovering Your Memory Power
Time:          11:47 am - 1 pm
Place:         Oak Hills Country Club
Cost:          Member: $25.00
                  Non-Member: $45.00
                  Non-Member (accompanied by a Member): $25.00

1 CE Credit

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APRIL 19 - 2012 FINANCIAL PLANNING ONE-DAY SYMPOSIUM
FPA of San Antonio & South Texas AND The HEB School of Business and Administration at the University of the Incarnate Word

Thursday, April 19
Speakers:
Michael E. Kitces, Dir. of Research Planning, Pinnacle Advisory Group
Dr. Bill Reichenstein, Baylor University, Optimizing Social Security
Frank Holmes, CEO, CIO, U.S. Global Investors
Amy Mullen, Money Quotient
Dr. Alberto Rubio, The HEB School of Business and Administration at the University of the Incarnate Word, The New Face of South Texas: Implications for Financial Planners
Time:        7:30 am-5:30 pm
Place:       University of Incarnate Word - Sky Room
Cost:        FPA Member: Early Bird (ends 02/29) $100.00; 03/01 $125.00; at the door: $150.00
                Non-Member: Early Bird (ends 02/29) $125.00; 03/01 $150.00; at the door $150.00
                Student (enrolled in a CFP Course): Early Bird (ends 02/29) $50.00; 03/01 $55.00; at
                the door $55.00
                Groups of 5 or more from same firm (paid in advance) $100.00 each (must be paid by
                03/01/12)

EARLY BIRD REGISTRATION NOW OPEN! (Ends Feb. 29) (Click on link to register)

CE Credits Under Review

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April 25
Wednesday, April 25
Speaker:    Patricia Barrett, CFP, CDFA of Lifetime Planning, LLC
Topic:        Financial Planning Guide to Divorce in Texas
Time:        11:45 am - 1 pm
Place:       Oak Hills Country Club
Cost:        Member: $25.00
                Non-Member: $45.00
                Non-Member (accompanied by a Member): $25.00

1 CE Credit

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May 23
Wednesday, May 23
Speaker:    Joshua Sutin, Cox & Smith   
Topic:        Healthcare Reform
Time:         11:47 am - 1 pm
Place:        Oak Hills Country Club
Cost:        Member: $25.00
                Non-Member: $45.00
                Non-Member (accompanied by a Member): $25.00

1 CE Credit

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June 27
Wednesday, June 27
Speaker: Gabrielle, Gelo, Long Term Care Specialist, LTC Financial Partners
Topic:     Long-Term Care, Medicare and Medicaid
Time:     11:47 am - 1 pm
Place:     Oak Hills Country Club
Cost:      Member: $25.00
             Non-Member: $45.00
             Non-Member Accompanied by a Member: $25.00

1 CE Credit

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July 25
Wednesday, July 25
Speaker:  Tom Stringfellow, Frost Investment Advisors
Topic:      TBA
Time:      11:47 am - 1 pm
Place:      Oak Hills Country Club
Cost:       Members: $25.00
              Non-Member: $45.00
              Non-Member (accompanied by a Member): $25.00

1 CE Credit

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August 22
Wednesday, August 22
Joint Meeting with the PPPSA
TBA

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September 26
Wednesday, September 26
Speaker:  Richard Tye, McReynolds & Tye, P.C.
Topic:      Estate Planning for Oil and Gas Royalty Owners
Time:      11:47 am - 1 pm
Place:      Oak Hills Country Club
Cost:       Member: $25.00
              Non-Member: $45.00
              Non-Member (accompanied by a Member): $25.00

1 CE Credit

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October 24
Wednesday, October 24
Speaker:  Jeff Jackson
Topic:      Tax Planning
Time:      11:47 am - 1 pm
Place:      Oak Hills Country Club
Cost:       Member: $25.00
              Non-Member: $45.00
              Non-Member (accompanied by a Member): $25.00

1 CE Credit

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November 28
Annual Membership Meeting/Ethics & Insurance Ethics

NO DECEMBER MEETING