MEETS EVERY 4TH WEDNESDAY - JANUARY THROUGH NOVEMBER
(November meeting will be on the 3rd Wednesday due to the Thanksgiving holiday)

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

FEBRUARY MEETING
Wednesday the 26th - 11:45 AM

Blake Willis - July Business Services
Maximizing Tax Deductions and Retirement Plan Contributions
with a Cash Balance Plan

MARCH MEETING
Wednesday, March 26th - 11:45 AM

Pedro Barreda, CFA - Droid Cloud
Social Media and Mobile Communications 

APRIL SYMPOSIUM - UIW Skyroom
Thursday, April 17th - 8:00 AM - 4:15 PM
1) Thomas Rich - Tax Strategies Live
2) Don Marsh - Understanding the 50+ Mature Marketplace
3) Glenn Jones - Healthcare Reform Overview…The Past, Today, and Future
4) Brian K. Hicks, CFA - Market Outlook, U.S. Global Investors
5) Estate Planning Panel - Recent Developments & Common Issues
                                          Kevin P. Shay, Matt Spahn, Richard Tye, Jim Voeller
More Information

MAY MEETING
Wednesday, May 28th - 11:45 AM

Dayton L. Schrader, ABR, ABRM, CCIM, CRB, CRP, CRS
- Schrader Group RE/MAX Associates
San Antonio Real Estate Market Forecast

JUNE MEETING
Wednesday, June 25 - 11:45 AM

Jerry Paul CFA - ICON Bond Fund
Interest Rate Outlook – “Old Normal”

JULY MEETING
Wednesday, July 23rd - 11:45 AM

Kelly O. Finnell, J.D. CLU, AIF® - The ESOP Coach
ESOPs and Estate Planning: An Integrated Approach
Survey Link

AUGUST MEETING
Wednesday, August 27th - 11:45 AM
Joint Meeting with Planned Giving Council of San Antonio (PGCSA)

Jeanie Wyatt, CFA - South Texas Money Management
Charitable Lead Trusts Underappreciated
Registration Link

SEPTEMBER MEETING
Wednesday, September 24th - 11:45 AM

OCTOBER MEETING
Wednesday, October 22nd - 11:45 AM

Blake Hastings - Vice President, San Antonio Branch of the Federal Reserve Bank of Dallas
Economic Update on the Texas Region

NOVEMBER MEETING -3rd Wednesday
Wednesday, November 19th - 11:45 AM

 

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