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 November.

Mark your calendars for these upcoming meetings:

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Social Security: Important Considerations & Strategies to Take Advantage of Social Security Benefits – Presented by: Al Chingren

April 18 @ 7:30 am - 9:00 am

Social Security: Important Considerations & Strategies to Take Advantage of Social Security Benefits

Presented by: Al Chingren, Vice President, Personal Finance and Retirement Solutions, American Century Investments

This program offers one-hour of general credit for KS & MO insurance and CFP® (pending approvals). 

Agenda:
7:30 AM – Check-in, Breakfast & Networking
7:50 AM – Meeting & CE Program

Cost
FREE for Society of FSP members and accompanied guests. $35 for unaccompanied guests.

Learn more about

  • Social Security eligibility requirements
  • How benefit amounts are determined
  • Filing options & deciding on the best time to start receiving benefits

Sponsored by American Century Investments

About our speaker

Al Chingren develops and delivers comprehensive programs that deepen relationships with clients and improve retirement plan effectiveness and participant outcomes.

Al’s area of expertise is 401(k) and retirement resources. He is responsible for developing materials in the form of presentations, brochures, and white papers on topics ranging from understanding retirement plan expenses, fiduciary responsibilities, and legislative updates, to retirement plan business development. He has delivered retirement industry updates and sales ideas at national and regional conferences, and has spoken on numerous occasions at advisor sponsored meetings providing his insights on the 401(k) plans, and retirement industry trends.

Al has over 25 years of industry experience in a wide array of qualified plan arrangements, including 401(k), profit sharing, ESOP, defined benefit and health/welfare plans. Al most recently was responsible for business development for the Institutional Trust Division of M&I Trust Company for the Kansas City region.

Al earned bachelor of science and master of business administration degrees from the University of Iowa. He is Series 6 and 63 licensed and holds the designation of Certified Employee Benefits Specialist and the C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University. He is a member of the Heart of America Employee Benefit Conference, Southwest Benefits Association, Western Pension and Benefits Conference and ASPPA.

Have questions about KC FSP April 18 Roundtable – Sponsored by American Century Investments? Contact Society of Financial Service Professionals, Kansas City Chapter

 

 

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Details

Date:
April 18
Time:
7:30 am - 9:00 am
Event Category:

Organizer

Al Chingren

Venue

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