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 2017

What in the World is Happening with Interest Rates, Bonds and the Global Markets?

October 18, 2017 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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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…

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November 2017

Kansas City FSP Professional Day

November 14, 2017 @ 8:00 am - 4:30 pm
University of Kansas Edwards Campus – Best Conference Center, 12600 Quivira Rd
Overland Park, KS 66213 United States
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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.

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January 2018

Self-funding for Small and Mid-sized Employers – Presented by: Jess F. Knoth

January 10 @ 7:00 am - 9:30 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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Breakfast @ the Hereford House ~ Sponsored by: Millard Haviland Ketter CPA’s

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February 2018

How to Invest in Today’s Fixed Income Environment – Finding Income and Total Return without Increasing Potential Risk – Presented by: Chris Long

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

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March 2018

1031 Exchanges – Presented by: Kerry Scanlon

March 7 @ 7:00 am - 9:30 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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Breakfast @ the Hereford House ~ Sponsored by: Platform Ventures

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April 2018

Social Security: Important Considerations & Strategies to Take Advantage of Social Security Benefits – Presented by: Al Chingren

April 18 @ 7:30 am - 9:00 am
Hereford House – Leawood, 5001 Town Center Drive
Leawood, KS 66211 United States
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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…

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May 2018

2018 Annual Meeting

May 16 @ 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 @ 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 @ 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 @ 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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