Monthly Breakfast Roundtables are held on the second Wednesday of every month from September through May, typically at the Hereford House – 5001 Town Center Drive Leawood, KS (map).

Study groups meet twice a year, typically from 4-6pm consisting of an hour of discussion followed by a social.

Networking Events are held twice year after work at various locations around the city.

Professional Day, a full day of learning, is held in January.

Mark your calendars for these upcoming meetings:

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Breakfast & Annual Meeting – May 8, 2019

May 8 @ 7:30 am - 9:00 am

Registration:
FREE for Society of FSP Members and First Time Guests!
$35 for Non-members

 

Schedule
7:30 am – Breakfast & Networking
8:00 am – Board Election & Installation
8:10 am – CE Program

Advisors Adding Value in the Emerging Retirement Marketplace
Presented by: Elvin D. Turner JD, MBA

Attendees of this seminar will understand the impact of mega trends related to investment portfolios and government programs, and how the trends, occurring within specific health-based age segments impact the lives of retirees. The program will also review specific strategies that financial professionals can employ to provide benefit to their retiree clients. One hour of CE for KS & MO insurance, legal, accounting, CFP and PACE (pending approvals). 

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Details

Date:
May 8
Time:
7:30 am - 9:00 am
Event Category:

Venue

Hereford House – Leawood
5001 Town Center Drive
Leawood, KS 66211 United States
+ Google Map
Phone:
(913) 327-0800

Organizer

Elvin D. Turner JD, MBA