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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October 2018

Breakfast Roundtable – October 10, 2018

October 10, 2018 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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Legal Planning to Protect Assets from Long-Term Care Costs

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November 2018

Lunch and CFP® Ethics – November 14, 2018

November 14, 2018 @ 11:30 am - 2:00 pm
Creative Planning, 5454 W 110th St.
Overland Park, KS 66211 United States
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Professional Conduct and Professional Responsibility in Financial Planning (2-hour CFP and Insurance Ethics Program)

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January 2019

Professional Day – Save the Date – January 10, 2019

January 10 @ 8:00 am - 5:00 pm
University of Kansas, Edwards Campus, 12600 S Quivira Rd
Overland Park, KS 66213 United States
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Professional Day offers seven (7) hours of CE credits (including one ethics credit) for KS & MO insurance, and six (6) credits for CFP®, legal and accounting (pending approvals). All day attendance is required. AGENDA 8:00 AM | Breakfast & Networking 8:30 AM | Jim Aussem – Business Exit Planning 10:10 AM | BREAK 10:30 AM | Cozy Wittman – Late Stage College Planning 11:30 AM | LUNCH 12:30 PM | Rob Wellendorf – Collaborative Planning 2:10 PM | BREAK 2:20…

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February 2019

Breakfast Roundtable – February 13, 2019 – Behavioral Biases and Financial Market Narratives

February 13 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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This presentation will explore how emotions, cognitive errors and misleading data influence the decision-making process for investment professionals and every day investors.

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March 2019

Breakfast Roundtable – March 13, 2019 – Business Insurance Using Life Insurance with LTC Benefits

March 13 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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This program will review some of the key risks retirees of the future face and how asset-based Long Term Care coverage fits into that picture.

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April 2019

Breakfast Roundtable – April 10, 2019

April 10 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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Comprehensive Business Succession & Exit Planning Using Life Insurance

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May 2019

Breakfast & Annual Meeting – May 8, 2019

May 8 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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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.

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September 2019

Roundtable Breakfast & Season Kickoff Meeting

September 25 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States

Roundtable Breakfast & Season Kickoff Meeting Registration FREE for Society of FSP Members and First Time Guests! $35 for Non-members Register Now!   Sponsored by: Schedule 7:30 am - Breakfast & Networking 7:50 am - Society Business & Sponsor Presentation 8:00 am - CE Program Join us for the 2019-20 season kickoff meeting, which will begin with national and local Society of FSP updates from National President, Rob Wellendorf and Chapter President, Nick Elbert.  CE Program: Understanding Life Settlements: Myths and…

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October 2019

Happy Hour & Speed Networking

October 22 @ 4:00 pm - 6:00 pm
Plate Restaurant, 701 E 63rd St., Suite 100
Kansas City, MO 64110 United States

Happy Hour & Speed Networking Registration FREE for Society of FSP Members and Guests! Register Now!   Sponsored by: Schedule 4:00 pm - Check in & grab a drink/snack 4:30 pm - Speed networking 5:00 pm - Stay as long as you'd like (or until they kick us out)  

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November 2019

Professional Development & Reception

November 11 @ 3:00 pm - 6:00 pm
CBIZ, 700 W 47th St., #1100
Kansas City, MO 64112 United States

Professional Development & Reception Registration FREE for Society of FSP Members and First Time Guests! $35 for Non-members Register Now! Sponsored by: Schedule 3:30 pm - Check in & Networking 4:00 pm - Professional Development Program 5:00 pm - Reception Using Emotional Data to Differentiate Your Brand Presented by: Grant C. Gooding There is a science behind how to position your organization in the marketplace and the messages you can use to stand out from your competitors and win more business.…

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