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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May 2018

2018 Annual Meeting

May 16, 2018 @ 11:30 am - 1:00 pm
Grant Thornton LLP – Training Room, 1201 Walnut St #2200
Kansas City, MO 64106 United States
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Guest speaker, Ryan Gamble, will engage attendess in the topic of "Soft Skills" which will include candid conversations to apply examples to situations. Agenda 11:30 AM - Check-In & Buffet Lunch 12:00 PM - Annual Meeting & Program Cost: FREE for Society of FSP members and accompanied guests. $35 for unaccompanied guests. Sponsored by About our spearker Ryan Gamble, J.D., CPA is a partner in the Corporate Tax practice at Grant Thornton in Kansas City, Missouri. He has more than 18…

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FSP Social

May 24, 2018 @ 4:00 pm - 6:00 pm
Redrock Canyon Grill, 13505 Metcalf Avenue
Overland Park, KS 66223 United States
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September 2018

Breakfast Roundtable – September 12, 2018

September 12, 2018 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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Sponsored by: Schedule 7:30 am - Breakfast & Networking 8:00 am - Meeting & CE Program "Cyber Exposed - Business Secure" presented by: Kaleb Lanning This program offers one-hour of CE for KS & MO insurance, CFP, accounting and legal (pending approvals).  Cybersecurity risks have become more significant as critical consumer financial and health information is increasingly stored in electronic form. As people become more reliant on electronic communication, and as businesses collect and maintain ever more granular pieces of information on their customers,…

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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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