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:
Events Search and Views Navigation
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 »
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 »