Upcoming Events

Join us at our upcoming events to connect, learn, and grow with financial planning professionals across San Antonio and South Texas.

Wednesday, August 12, 2026

FPA SATX August Happy Hour with Insperity

5:30 PM – 7:00 PM
Fore Swing Lounge18720 Stone Oak Pkwy #123, San Antonio, San Antonio, Texas

Join us for our networking happy hour with Insperity!

RSVP

Wednesday, September 9, 2026

FPA SATX September Happy Hour with SEI

5:30 PM – 7:00 PM
Rock and Rye Bar 17631 La Cantera Pkwy, #10317631 La Cantera Pkwy #103, San Antonio, TX 78257, USA, San Antonio, Texas

Join us for our networking happy hour with SEI!

RSVP

Tuesday, September 15, 2026

FPA SATX Advanced Planning Summit

11:30 AM – 4:00 PM
San Antonio Area Foundation155 Concord Plaza Dr Suite 301, San Antonio, San Antonio, Texas

Mark your calendars for the inaugural FPA San Antonio Advanced Planning Summit on Tuesday, September 15th, hosted at The SAAF Offices.

Hosted at The San Antonio Area Foundation and designed exclusively for driven financial planners.


What to Expect:

  • Retirement Income Deep Dives: Advanced decumulation tactics and longevity planning.
  • Practice Optimization: Scalability, tech-stack integration, and strategic business management.
  • Actionable Takeaways: No fluff—just frameworks you can implement on Monday morning.

Ready to scale your practice and optimize client outcomes? Join us for intensive, expert-led sessions focused entirely on the tools you need right now.

Lunch will be provided and refreshments available throughout the afternoon.

Two hours of CFP® CE.


RSVP