2009-2010

"The Year of the Practitioner"

A Multidisciplinary Network of Credentialed Financial Professionals™


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LETTER FROM THE PRESIDENT

As we wind up our local chapter’s fiscal year (June 30), I am pleased to report on the elections for 2010-2011 held at our annual membership meeting on May 25th at Luce Ristorante:

President:

President-Elect:

Vice-President, Programs:

Vice-President, Membership:

Vice-President, Finance:

Bob Casiano

Jamie Grosser-Mellinger

Mike Klein

Jerry Mathis

Jan Zenner

(for complete article, click here)

Links

- Society of FSPs 

- The American College

- Chapter History

- Mission Statement

- Code of Ethics

- Past Presidents

 

     
EVENTS
CE PROGRAMS
SPONSORS
 

PROGRAMS

We are in the process of setting up programs for the upcoming year... we encourage all members to let us know of any particular subject matter and/or relevant speaker that they would be interested in hearing.  Please contact our V.P., Programs - Mike Klein at michael.klein@usaa.com or our Executive Director, Lynn Getz at lynn.getz@sac-sfsp.org

Future Events

- DVD Programs

- Meetings

     
MEMBERSHIP ELIGIBILITY
MENTOR INFO
DIRECTORY
 

MEMBERSHIP by Jerry Mathis - Vice President, Membership

In 1994, I joined the Society for CLU, ChFC. In the sixteen years that have elapsed since that time, the Society has transformed itself from the clubby alumni organization (yes there is an American College alumni association and it’s not us) to a leaner, more effective organization. (for complete article, click here)

Forms

- Membership Application

     
JOB BANK
WEB LINKS
 

FINANCE

Watch for the upcoming e-news letters.  We'll provide you with our current chapter financials as they are available.

 

Contact Us:

  info@SAC-SFSP.org

 

210-699-SFSP (7377)  ·  11550 IH10 W, Ste. 180  ·  San Antonio, TX 78230

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