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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REGISTER TODAY Jason will take the audience on a virtual “trip around the world” and share what Capital Group is seeing in world equity and fixed income markets. We will also discuss strategies that are appropriate in the current market environment. At this meeting, you will learn: To better understand risks in equity and fixed income markets The value of active management About our Speaker: Jason Young Jason Young is a wholesaler at American Funds, part of Capital Group, covering eastern…Find out more »
SAVE YOUR SPOT Join us at TopGolf to celebrate our members.Find out more »
REGISTER TODAY This is an overview and update on the global markets that includes interest rates, bonds and the global markets. This is delivery with the DoubleLine market outlook slides and is given quarterly. At this meeting, you will learn more about: DoubleLine Interest rates outlook Outlook on the Fed Outlook on global market trends About our Speaker Name: Ignacio Sosa, Director at Product Solutions Group Mr. Sosa joined DoubleLine in 2014 where he is responsible for new product development and working…Find out more »
Join us for a day of Financial Planning education and conversation. Keynote speakers include Alan Moore, MS CFP, of XY Planning Network. Breakfast, Lunch and Cocktail Hour provided.Find out more »
Breakfast @ the Hereford House ~ Sponsored by: Millard Haviland Ketter CPA’sFind out more »
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 »