Schedule of Events

2018 Annual Symposium



  • Wednesday May 9, 2018
  • Start Time: 8:00AM
  • End Time: 4:00PM
  • University of the Incarnate Word

Mark your calendars for this special event!  We are pleased to announce that Michael Kitces and Ron Insana will be our keynote speakers in 2018!  Watch your email for registration information and pricing.

Michael Kitces:

Hi, I’m Michael Kitces. I’m a lifelong learner with a passion for sharing what I’ve learned with others.

My journey of learning and sharing led me somewhat randomly to the world of financial services, where I landed in search of a job after completing an undergraduate degree with a major in psychology and a minor in theater and a pre-med concentration (an education I used to figure out that I didn’twant to go into psychology, theater, or medicine!). I started out as a life insurance agent the first business day after college, and although I turned out to be a terrible salesperson, that first job helped me discover this thing called financial planning.

With the broad range of financial planning topics to learn, I dove quickly into the educational process full steam, ultimately racking up two Master’s degrees (one in Financial Services, and one in Taxation), along with my Certified Financial Planner (CFP) marks and a slew of other designations as well. In essence, I spent the decade of my 20s working as a full-time financial planner and part-time student on the side, learning as much as I could, and sharing those ideas, concepts, and solutions with our clients.


Ron Insana:

Senior Analyst & Commentator, CNBC

Ron Insana covers the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country.

For nearly three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991.

Insana is well-known for his high-profile interviews, which included Presidents Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian Robertson, among others: captains of industry from Bill Gates to Jack Welch and to the late Steve Jobs, top economists, analysts and global heads of state, from Former Soviet leader, Mikhail Gorbachev, to Jordan’s current Queen, Rania.

Insana was named one of the “Top 100 Business News Journalists of the 20th Century” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11.

He has authored four books on Wall Street and is a highly regarded lecturer on domestic and global economics, financial markets and economic policy issues. Insana graduated with honors from California State University at Northridge.