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



Program: Five Industry Trends (CE Approval Pending)

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.


Ron Insana, Senior Analyst & Commentator  - CNBC

Program: Field of Dreams (CE Approval Pending)

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 DiJoseph, CFA, Investment Analyst, Vanguard Investment Strategy Group

Program: The Evolution of Vanguard Advisor's Alpha: From Portfolios to People (CE Approval Pending)

Vanguard’s global team responsible for developing the firm’s investment methodology as well as publishing proprietary research on a variety of investment, economic, and portfolio management issues. In his current role, he has written numerous research papers, primarily focusing on retirement, advice, and portfolio strategy. Mr. DiJoseph also serves on the Global Retirement and Investor Behavior working groups. He regularly acts as an ambassador for Vanguard, speaking at various client and other events on a range of investment topics.

Before joining the Investment Strategy Group, Mr. DiJoseph supported Vanguard Fixed Income Portfolio Management and Trading Operations after beginning his career on the equity desk of Vanguard Brokerage Services®. Prior to joining Vanguard, Michael worked in the advice industry as an investment advisor. 

Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a
CFA® charterholder.


Plus More! 

"FinTech" Panel Discussion with Michael Kitces and Ron Insana (CE pending)

While it is becoming increasingly clear that “robo-advisors” are not disrupting human financial advisors, the adoption of robo technology by financial advisors themselves is beginning to shift the competitive landscape… both amongst financial advisors themselves, and the technology vendors who serve them, as the very role and value proposition of financial advisors themselves begins to get re-defined.



$125.00 Member

$150.00 Non-Member

$50.00 Full-Time College 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

Gold Sponsors

Silver Sponsors

Bronze Sponsors