PASSA Meeting – Tuesday, September 26th

Please RSVP Here PASSA Meeting Tuesday, September 26th 11:30 am – 1:00 pm (lunch provided-free) San Antonio Petroleum Club Sign-in Begins at 11:00 am Guests are welcome:  lunch fee is $25 Speaker: Warren Martin – 12:10 – 1:00 pm Topic:  The Power of...

Dates for PASSA Meetings for 2022-2023

We have published the tentative dates for the 2022-202 meetings. The meeting dates are subject to change. The event subject matter changes from event to event but will be published here when it is known. Here are the 2022 – 2023 meeting dates:Sep 20, 2022 – TuesdayNov...

MFI-40 Update

The MFI-40, 24 Month Adjustment Period for Joint Account Adjustments, is again being worked on.  The first draft completed August 16, 2021, can be viewed on the COPAS website (www.copas.org).