Past Meetings

2017

May 10 ANNUAL MEETING – The Intersection of Retirement-Income Planning and Special Needs Planning
Presenter:  Anthony Bartlett, CHFC®, CASL®, RICP®, AEP®

April 19 FSP-KC Social Happy Hour

April 12 Property & Casualty Role in Retirement & Estate Planning
Presenter: Jim Boldt CLU, ChFC, LUTCF, CFE

March 8  Employee Stock Ownership Plans: Trends and Opportunities
Presenter: Daniel M. Zugell, CLU, ChFC, LUTCF

March 1  FSP-KC Social Happy Hour

February 21  Study Group: Business Owner Exit Planning
Presenters: John Martin and Kevin Koster

February 8  ID Theft, Scams, and Money Laundering
Presenter: Linda Woodland is a Senior Vice President, Bank Secrecy Act/Anti Money Laundering Officer for CoreFirst Bank & Trust.

January 17  FSP-KC Social Happy Hour

January 11  Unlocking Success in the Business Planning Market
Presenter: Chris Martin

2016

December 14  Current Tax Issues and Planning Ideas
Presenter: Julie Welch, CPA, PFS, CFP, Director – Tax Department of Meara Welch Browne, P.C.

November 15  Professional Day

October 12  Separating Wheat from Chaff: What do the Indicators Actually Tell Us
Presenter: Dr. Christopher Kuehl (PhD), Managing Director – Armada Corporate Intelligence & Chris KuehlEconomic Analyst – NACM

September 22  FSP-KC Social Happy Hour

September 14  Staying Relevant  – New Ideas for Helping Business Owners and Executives with Their Planning (1 or 2 hours)
Presenter: Steve Parrish, Consultant and Adjunct Professor

June 8  Ethics – A Practical Perspective
Speaker: Jim Boldt, CLU, ChFC, LUTCF  Register Now

May 11, 2016  Annual Meeting – Mission Farms Development History
Presenter: Douglas E. Weltner, Executive Vice President, Kansas City – Colliers International

April 13 Everything You Always Wanted to Know About Estate Planning, and How You Monetize Estate Planning in Your Own Practice
Presenter: Chris Gaughan, Estate Planning Attorney

March 23  Study Group
Presenter: Rusty Gallagher/Mariner

February 10  Investing in an Uncertain Market
Presenter: Jason Young, American Funds

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