Presentations/Handouts



DATE TOPIC   SPEAKER
09/28/16 PLANNING STRATEGIES for ACCESSING MEDICAID BENEFITS and VA AID… DAVID VOELLER – Voeller Law
08/24/16 GENEROUS WOMEN AS A NICHE PRACTICE CHARLIE JORDAN, CFP – Brightworth
06/15/16 MEDIA TRAINING
MEDIA OUTREACH
LET’S GET SOCIAL
BEN LEWIS – FPA Director of PR
04/18/16 MENTAL INCAPACITY IN COLLEAGUES… MICK KOFFEND – Accountable Aging
04/18/16 SOLVING THE SOCIAL SECURITY PUZZLE OSCAR GARCIA – Your Social Security Strategies
04/18/16 PLANNING FOR CLIENTS WITH SECOND MARRIAGES JIM VOELLER – Voeller Law Firm
04/18/16 MANEUVERING THROUGH THE MORTGAGE PROCESS… LINDA RUDD – Legacy Mutual Mortgage
04/18/16 CALM INVESTING FRANK HOLMES – US Global
03/23/16 SAN ANTONIO MARKET UPDATE… DAYTON SCHRADER – Re/Max
02/24/16 THE REGULATORY ROLE OF THE TEXAS STATE SECURITIES BOARD JOHN MORGAN – Securities Commissioner
01/27/16 MAXIMIZING INVESTMENT EFFICIENCY…UTILIZING TRUSTS… DAVE SATHER of Sather Financial
10/28/15 SOCIAL SECURITY’S WEP-GPO RULES:… OSCAR GARCIA of Your Social Security Strategies
09/23/15 EVERYTHING YOU WANTED TO KNOW ABOUT ELDERCARE… SPENCER BROWN & MICK KOFFEND of Accountable Aging
08/26/15 WHAT DO HIGH NET WORTH DONORS/CLIENTS EXPECT YOU TO KNOW ABOUT PHILANTHROPY JEFF GEROLD and NATHAN DALEY – Fidelity Charitable
07/22/15 THE TECHNOLOGY SECTOR: Risks, Benefits, Trends and Disruptors PAUL MEEKS, MBA, CFA – Saturna Capital
06/24/15 A CASE STUDY OF THE AIRLINE INDUSTRY FRANK HOLMES – U.S. Global Investors
05/27/15 ASSET PROTECTION ESTATE PLANNING JIM VOELLER – Voeller Law Firm
04/16/15 READING LTC CONTRACTS AND CLAIMS FILING GABRIELLE GELO – ACSIA Partners
04/16/15 WHAT TO DO ABOUT SOCIAL SECURITY STEVE GAITO, CFP – Social Security Solutions
04/16/15 TAX-EFFICIENT WITHDRAWAL STRATEGIES DR. WILLIAM REICHENSTEIN, CFA – Baylor University
04/16/15 THE NUTS & BOLTS OF GUARDIANSHIP JUDGE POLLY JACKSON-SPENCER
04/16/15 INVESTOR CONVERSATIONS and MARKET PERSPECTIVES TOM STRINGFELLOW, CPA, CFP, CFA & JEFFREY ELSWICK, CFA – Frost Investment Advisors
03/25/15  PLUNGING CRUDE PRICES: IMPACT ON U.S. AND STATE ECONOMIES MINE YüCEL – Federal Reserve Bank of Dallas
02/25/15 TARGETING THE RICH: LIABILITY LAWSUITS AND THE NEED FOR PROTECTION CLIFF LAYFIELD, CIC, ARM
01/28/15 MEETING FINRA AND THE SEC’s CURRENT STANDARDS OF CARE FOR SUITABLE IRA ROLLOVERS KIRK W. FRANCIS, CFP, AIF, QPFC
10/22/14 THE ECONOMY AND THE FEDERAL RESERVE BLAKE HASTINGS, VP
08/27/14 CHARITABLE LEAD TRUSTS UNDERAPPRECIATED SOUTH TEXAS MONEY MANAGEMENT LTD
07/23/14 ESOPs AND ESTATE PLANNING KELLY O. FINNELL, JD, CLU, AIF
06/25/14 INTEREST RATE OUTLOOK JERRY PAUL, CFA
05/28/14 SAN ANTONIO MARKET TRENDS & ECONOMY DAYTON SCHRADER, REMAX
07/24/13 YOUR RETIREMENT-YOUR WAY: SUCCESSION PLANNING CONCEPTS TO PRESERVE THE VALUE OF YOUR BUSINESS JONATHAN RADA, CFP
05/22/13 HEALTH CARE REFORM COVERAGE MANDATE: WHAT EMPLOYERS ARE SUBJECT TO PLAY OR PAY? JOSHUA SUTIN, ESQ.
03/27/13 POPULATION AND REAL ESTATE 2013 DAYTON SCHRADER
10/24/12 TAX RATE CHANGES – THE END OF AN ERA JEFF JACKSON, CPA
09/26/12 ESTATE PLANNING FOR OIL AND GAS ROYALTY RICHARD H. TYE, ATTY.
08/22/12 ELEMENTS OF HERITAGE PLANNING – SUSTAINING FAMILY WEALTH, UNITY, CLIENTS AND DONORS ACROSS GENERATIONS DAN GARRETT, CFP, AEP
07/25/12 EVOLVING MARKETS TOM STRINGFELLOW, CFA, CPA, CFP
06/27/12 WHO WILL HELP YOU WHEN YOU CAN NO LONGER HELP YOURSELF? THE LOOMING LONG-TERM CARE CRISIS IN AMERICA GABRIELLE GELO, LTC
05/23/12 HEALTH CARE REFORM JOSHUA SUTIN
04/26/12 FINANCIAL PLANNING GUIDE TO TEXAS DIVORCE PATRICIA BARRETT
04/19/12 UNDERSTANDING THE HISPANIC/LATINO CONSUMER IN SOUTH TEXAS: THE NEW FACE OF AMERICA DR. ALBERTO RUBIO
04/19/12 SOCIAL SECURITY STRATEGIES: OPTIMIZING RETIREMENT BENEFITS DR. WILLIAM REICHENSTEIN
04/19/12 LINKING CASH FLOW MANAGEMENT AND LIFE PLANNING: THE FUTURE OF FINANCIAL PLANNING IN A HIGH TOUCH, HIGH CONCEPT WORLD AMY N. MULLEN
04/19/12 HOW THE GLOBAL SUPER CYCLE IS FUELING COMMODITIES GROWTH FRANK HOLMES