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DVD Programs / CE Events:
Coming in May at Texas
Land & Cattle at IH10 and Wurzbach (map)
"What the Client Wants
to Accomplish and How to Make it Happen"
Watch for the invitation to this luncheon and informative program.
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Registration: |
11:30am |
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Lunch: |
11:40am |
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Program: |
12:00 - 2:30pm |
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Cost: |
$20.00 for members
and reciprocal members (Cost for CE included in dues) |
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$40.00 for
non-members |
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Cash or Check please |
Video Training Conference (VTC)
Library:
The programs are available for
the use of our members. Please contact Lynn Getz at 210.699.SFSP (7377) for
more information.
February 2010:
"Income, Income, Income...
For Today's Retirees: Where Will It Come From? How Long Will It Last?"
This program looks at the
income needs of retirees, how to generate it, and how to sustain it.
November 2009:
"Hot Ideas in a Cold Economy:
How Others are Succeeding in Today's World"
Discover which sales
techniques, marketing strategies, office and other practices financial
professionals are using to stay productive in a turbulent economy.
May 2009:
"True Confessions of an
Exit Strategy Advisor" Clients need to know that leaving a
business is often as complicated as starting one. This program uses case
studies to illustrate why exit planning and estate planning are musts for
business owners.
February 2009:
"Different Strokes for
Different Folks: Between Plan Design and Personal Goals the Choices are
Limitless" Panelists focus on factors that influence investment
decisions in retirement plans, particularly in view of the current economic
conditions.
November 2008:
"Mom and Pop Are Ready to
Retire, But is Their Money Ready Too? Securing a Comfortable Retirement for
the Small Business Owner"
May 2008:
"The Changing Face of Estate
Planning: As Your Clients' Lives Change, So Should Their Estate Plan"
February 2008:
"Personal Financial Planning
Using Employer-Sponsored Benefits and Tools"
November 2007:
"Managing Your Resources for
Income in Retirement: You're in It for Life"
May 2007:
"Annuity Strategies in
Financial Planning"
February 2007:
"Long Term Care and the
Business Marketplace"
November 2006:
"The Great Debate: Life
Settlements"
November 2005:
"The Complexities of Buy-Sell
Planning"
September 2005:
"Security in Retirement:
Healthy, Wealthy and Wise"
May 2005:
"Park Avenue Meets Main
Street: Family Office Techniques for the Millionaire Next Door"
February 2005:
"Making the Suitable Sale: The
NASD Requirements for Variable Annuities"
November 2004:
"The Dynamics of Trusts in
Response to Legislation"
September 2004:
"Back to Basics: Quantifying
the Life Insurance Need"
February 2004:
"College Funding: What
Financial Professionals Need to Know"
November 2003:
"Planning for the Suddenly
Wealthy"
September 2003:
"Exciting Times Ahead for
Qualified Plans"
May 2003:
"Managing Variable Products to
Achieve Client Goals"
February 2003:
"Advising the Divorcing
Client" |
