Simple Registration

When:  Apr 17, 2024 from 06:00 PM to 08:00 PM (CT)
Community:   San Antonio Chapter

When & Where

Online Instructions:
Login: You will need to register HERE to get the link to the event. The Passcode is: TBA

Apr 17, 06:00 PM - 08:00 PM (CT)


This will be a hybrid meeting. You can join us in person for networking beginning at 5:30 pm Central followed by the meeting content OR you can join us virtually at 6 pm Central Time.

If you are coming in person, this is NOT the event for you. Please exit out of this one and look for the event that says "In-Person". 


Annual Meeting Sponsor: 
MGR Accounting Recruiters!

2.0 total CPE Credit
NO pre-requisites​


6:00PM-7:00PM CT

"Long Term Care Insurance - Who Needs It and Why"

Presented by:  Gabrielle Gelo w/ Acsia Partners
Learning Objectives: 
  • Be able to verbalize at least three reasons why the financial risk of long-term care should be addressed as a part of early retirement planning.
  • Be able to explain why Medicare and Medicaid are not to be relied upon for long-term care.
  • Be able to list three ways that offering LTC Insurance, (either voluntary or employer funded) through the workplace provides value to the financial ecosystem
  • Be able to summarize the basics of how Long-Term Care Insurance benefits are structured. 
  • Be able to explain how some state governments are working to address the risk of the uninsured.

CPE Category: Technical, Specialized Knowledge

7:00PM-8:00PM CT

"Discover the Power of Networking:  Why It's Crucial for Personal and Professional Growth" 

Presented by:  Austin IMA Chapter Member Jackie Meyer, CMA

Learning Objectives: 

  • More fully appreciate the importance of networking
  • Realize the value you bring to others through networking
  • Learn ways to get started or how you can broaden your network

CPE Category: Non Technical - Personal Development



registration type
    All Registrants

Contact Information