Annual Symposium

May 09, 2018
8:00 AM - 4:00 PM
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University of the Incarnate Word, The McCombs Center Rosenberg Sky Room
847 E Hildebrand Ave
San Antonio, TX 78212

The Annual Conference will be held May 9th in the Rosenberg Sky Room on the campus of the 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.

Celebrating San Antonio’s Tricentennial


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.


Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

Michael Kitces is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets.

In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.




$125.00 Member

$150.00 Non-Member

$50.00 Student

$500.00 Group of 5

$600.00 Group of 6

$700.00 Group of 7

$800.00 Group of 8

$900.00 Group of 9

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