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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Legal Planning to Protect Assets from Long-Term Care CostsFind out more »
Professional Conduct and Professional Responsibility in Financial Planning (2-hour CFP and Insurance Ethics Program)Find out more »
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…Find out more »
This presentation will explore how emotions, cognitive errors and misleading data influence the decision-making process for investment professionals and every day investors.Find out more »
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.Find out more »
Comprehensive Business Succession & Exit Planning Using Life InsuranceFind out more »
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.Find out more »
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…Find out more »
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)Find out more »
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.…Find out more »