Events

Currently, San Antonio Chapter, Society of Financial Service Professionals does not have any upcoming events.
San Antonio Chapter, Society of Financial Service Professionals

Society of Financial Service Professionals - "Own Your Future, Texas LTC Partnership" with Courtney Crenshaw 4/3/14 7:30AM - 9AM

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In 60 minutes, we will discuss:   Why Long Term Care Planning is Important Understanding Medicare & Medicaid What’s the...

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San Antonio Chapter, Society of Financial Service Professionals

Exit Strategies for the Business Owner: Case Studies in Life Experiences 2/19/14 11:30AM - 2PM

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This two-hour teleconference addresses business succession under several different scenarios. Attendees will learn: How to craft a...

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San Antonio Chapter, Society of Financial Service Professionals

Tax Strategies for the Self Employed - Thomas Rich - Bradford & Company 1/7/14 7:30AM - 9:30AM

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   Many of us assume our accountants take care of our taxes... but forget that WE are the ones giving them the numbers and records they are...

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San Antonio Chapter, Society of Financial Service Professionals

November 20 - 2 Hours CE - "Now That the Dust has Settled: A Re-Look at Both the Tax Code and the Affordable Care Act... Where Are We Now?" 11/19/13 11:10PM - 2:10AM

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This program evaluates the effects of eleven months under the new tax code and the Affordable Care Act. Discover which planning tools have...

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San Antonio Chapter, Society of Financial Service Professionals

Breakfast at Perico's 9/5/13 7:30AM - 9AM

Insurance & Complaince

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San Antonio Chapter, Society of Financial Service Professionals

May 16, 2013 "A NEW TAX CODE FOR A NEW GENERATION" 5/16/13 7:15AM - 10AM

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2-Hours Classroom CE If you've been looking for some clarity about what to tell your clients amid all the talk of tax increases,...

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San Antonio Chapter, Society of Financial Service Professionals

The State of the Disability Insurance Industry 4/4/13 7:30AM - 9AM

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1-Hour Classroom CE Hagan will address issues related to the current state of the Disability Insurance industry and products.   Hagan...

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San Antonio Chapter, Society of Financial Service Professionals

Labor and Employment Issues for the Next Four Years 3/7/13 7:30AM - 9AM

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"Labor and Employment Issues for the Next Four Years" with Tom Potter, SPHR Preventive Personnel Services & Michael Holland,...

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San Antonio Chapter, Society of Financial Service Professionals

FSP Breakfast at Perico's - 2 Hours Classroom CE 2/14/13 7:30AM - 10:30AM

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"Annuity Strategies in Financial Planning"   with John Olsen, CLU, ChFC Tom Hegna, CLU, ChFC Stephanie Curry, CLU, ChFC, CFP, CASL,...

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San Antonio Chapter, Society of Financial Service Professionals

FSP Breakfast at Perico's - DATE CHANGE TO January 29, 2013 1/29/13 7:30AM

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Breakfast Meeting with the San Antonio Chapter, Society of Financial Service Professionals with American Funds.

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San Antonio Chapter, Society of Financial Service Professionals

FSP December Breakfast Meeting at Perico's 12/6/12 7:30AM - 9:30AM

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Healthcare Reform Panel Discussion Moderated by Mary Rodriguez President Barack Obama’s reelection has ensured that Obamacare is the...

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San Antonio Chapter, Society of Financial Service Professionals

Retirement: The Final Frontier - Your Client's Last Chance to Get It Right! 11/1/12 7:30AM - 10AM

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Retirement: The Final Frontier - Your Client's Last Chance to Get It Right with Moderator - Ben Baldwin, CLU, ChFC, CFP, AEP 2-Hour CE -...

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San Antonio Chapter, Society of Financial Service Professionals

YOUNG ADVISORS TEAM 'YAT' - NAIFA - San Antonio Networking Event 10/11/12 3:30PM - 5PM

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"NEW WORDS FOR A NEW ECONOMY" by Jeffrey Hemker, CIMA October 11, 2012 - Young Advisors Team     Open to all NAIFA members and...

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San Antonio Chapter, Society of Financial Service Professionals

BREAKFAST AT PERICO'S - with Richard H. Tye, Estate Planning Attorney 10/4/12 7:30AM - 9AM

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Estate Planning for Mineral and Oil Royalty owners (plus Texas Community Property Laws and some basic income taxation principles)

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