Meetings every 4th Wednesday – January through November
(November meeting will be on the 3rd Wednesday due to the Thanksgiving holiday)

Chapter meetings are held at the
Oak Hills Country Club
5403 Fredericksburg Road
San Antonio, Texas 78229

NO APRIL LUNCHEON DUE TO SYMPOSIUM

May
Monthly Luncheon
Wednesday, May 22
Speaker:  Joshua Sutin
Topic: Health Care Reform Coverage Mandate: What Employers are Subject to Play or Pay?




June
Monthly Luncheon
Wednesday, June 26
Speaker: Oscar Garcia,
Topic: Social Security Update

July
Monthly Luncheon
Wednesday, July 24
Speaker: Jim Flewelling and Jonathan Rada, CFP®
Topic: Your Retirement - Your Way: Succession Planning Concepts to Preserve the Value of Your Business

August
Monthly Luncheon
Wednesday, August 28
Joint Meeting with the PPPSA
Speaker: Robert D. Kinnally, Jr., Lincoln Securities
Topic:Life Insurance as a Tool in Gift Planning

September

Monthly Luncheon
Wednesday, September 25
Speaker: John F. Dini, CMBA, CExP, CBI
Topic: Beating the Boomer Bust

October
Monthly Luncheon
Wednesday, October 23
Speaker: William Frost, CFA
Topic: Economic Winter

November
Monthly Luncheon
Wednesday, November 20 (Due to the Thanksgiving Holiday)
Speaker: TBA
Topic: Ethics

NO DECEMBER MEETING