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San Antonio Chapter, Society of Financial Service Professionals
For more than 75 years, members of the Society of Financial Service Professionals (FSP) have been helping individuals, families, and businesses achieve financial security.
With a strong commitment to providing financial services with integrity, the Society's nearly 20,000 members nationwide are uniquely qualified to assist the public in reaching their short- and long-term financial goals.
Society members can provide expert advice on wealth accumulation, wealth preservation, and wealth transfer, as well as a wide variety of other financial topics, from business compensation planning and employee benefits to charitable planning and tax issues.
Society members have earned – or are working towards – one or more of the most highly respected professional credentials in the financial services industry. They belong to a multidisciplinary organization of financial professionals that requires career-long education and adherence to high ethical standards, and they agree to be bound by a code of conduct that puts the interests of their clients above their own.
If you are looking for a professional adviser with experience, knowledge, and ethical standards that you can trust, look to a member of the Society of Financial Service Professionals.
Events
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,...
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...
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,...
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,...
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.
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...
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 -...
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...
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)
Breakfast at Perico's - with K.T. Whitehead, Elder Care Attorney 9/6/12 7:30AM - 9AM
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