August Luncheon with Kevin Weaver, CFP®
A Day in the Life of a Financial Advisor: Client Conversations
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Future Meetings
August Luncheon with Kevin Weaver, CFP®
August 18, 2026
11:30 AM to 1:00 PM
Petroleum Club
8620 N New Braunfels Ave # 700
San Antonio, TX 78217
Venue website
Latino Philanthropy & Engagement
September 15, 2026
11:30 AM to 1:00 PM
Petroleum Club
8620 N New Braunfels Ave # 700
San Antonio, TX 78217
Venue website
AI Showcase: Half-day Conference with Nathan Chappell MBA, MNA, CFRE, AIGP
October 20, 2026
9:30 AM to 1:00 PM
Anne Marie's Catering and Event Center
12475 Starcrest Dr.
San Antonio, TX 78216
Attendees will leave with a practical roadmap for AI adoption, a deeper understanding of the current AI Tools landscape, and the insights necessary to drive innovation while maintaining the highest standards of ethics and donor trust.
