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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How to Invest in Today’s Fixed Income Environment – Finding Income and Total Return without Increasing Potential Risk – Presented by: Chris Long
Please join us for our February Roundtable at Hereford House: "How to Invest in Today's Fixed Income Environment - Finding Income and Total Return Without Increasing Potential Risk" Presented by: Chris Long with Palmer Square Capital Management Tickets free for FSP Members and Accompanied Guests, Tickets for Unaccompanied Guests are $35 Sponsored by: Palmer Square Capital ManagementFind out more »
Breakfast @ the Hereford House ~ Sponsored by: Platform VenturesFind out more »
Social Security: Important Considerations & Strategies to Take Advantage of Social Security Benefits – Presented by: Al Chingren
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…Find out more »
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…Find out more »
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,…Find out more »
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 »