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2010 CORPORATE SPONSORS
The FPA of San Antonio & South Texas Board of Directors would like to thank our 2010
Corporate Sponsors for their invaluable support to our Chapter.
The FPA of San Antonio & South Texas has more than 325 financial professional
members, representing a broad spectrum of specialties, including insurance, annuities,
mutual funds, banks, thrifts/trust, law, investment management and accounting. The entire
FPA membership totals nearly 28,000 and continues to grow. The SA & ST Chapter programs
are supported by a number of exceptional sponsors who help offset the cost of delivering
benefits. These sponsors are helping to lead FPA's message of building the community of
the financial planning profession, with their commitment to the association, its mission
and its members.
Joseph B. James, III, CFP®
Corporate Partner Director
210.349.9494
GOLD SPONSORSHIP AGREEMENT FORM
BRONZE SPONSORSHIP AGREEMENT FORM
SILVER SPONSORSHIP AGREEMENT FORM
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U.S. Global Brokerage, Inc.
7900 Callaghan Road
San Antonio, Texas 78229-2327
www.usfunds.com
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Linda Wong, LTCP, CLTC
Genworth Financial
15915 Tall Heights
San Antonio, Texas 78255
Office: 210.218.7705
lwong@genworthltc.com |
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Fred W. Offutt, CFP®
First Command Financial Services
86243 IH-10 West, Suite 250
San Antonio, Texas 78201
Office: 210.735.0653
fwoffutt@firstcommand.com
www.firstcommand.com
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Kimberly Edwards
Internal Wholesaler
Invesco Aim Distributors, Inc.
Telephone: 800-337-4246 ext 4644
Fax: 713-626-8003
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Dorothy G. Wood
P.O. Box 1600
San Antonio, Texas 78296
210.220.4039
dgwood@frostbank.com
www.frostbank.com
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2010 LUNCHEON PROGRAMS
11:47 am - 1 pm
Oak Hills Country Club
5403 Fredericksburg Rd.
PLEASE RSVP AT admin@fpasatx.org
NO LATER THAN THE FRIDAY PRIOR TO OUR LUNCHEONS
or call Birdie Sanchez at 210.822.6600
SEPTEMBER 15 (NEW DATE)
Joint Meeting with the CFA Society of San Antonio
Speaker: Mike Mauboussin
Topic: "Think Twice: Harnessing the Power of Counterintuition"
OCTOBER 20
Speaker: TBA
Topic: "Tax Planning"
NOVEMBER 17
Gary Morris
"Consequences of Unethical Conduct (ETHICS)"
2 CE Credits
(CFP®, Insurance, and CPA CE)
NO DECEMBER MEETING
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