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KANSAS CITY CHAPTER
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Calendar |
Members, login to receive member pricing
| Date |
Event Title |
Event Type |
May 29–
May 29, 2013 |
Uncover Planning Opportunities Using the 1040 Overlay |
Chapter:
Kansas City Chapter FSP
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Time: |
04:00 PM – 06:00 PM |
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Add'l Info: |
no charge for this event. Send an email to sfsp@sbcglobal.net to register. |
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Location: |
Target Insurance Services
11020 Oakmont
Overland Park KS |
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Speaker(s): |
Study Group |
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Summary: |
By reviewing the tax return, it can be an effective way to identify his or her protection needs. Survivor income, estate tax liquidity, and saving for and protecting retirement income are a few of the many needs that can be identified. We will look at both the 1040 and Schedule A for planning opportunities.
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Section(s): |
Financial Planning
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Jun 05, 2013 |
Stop Asking for Referrals - and Get More!
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Audio/Web Conference |
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Speaker(s): |
Stephen Wershing, CFP |
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Summary: |
New strategies for attracting referrals
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Section(s): |
Financial Planning
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Jun 13, 2013 |
New Online Tools to Find, Buy, Track, and Report CPE
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Sponsored Education Online
Free to Members
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Speaker(s): |
Gene Cherner, CPA |
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Summary: |
A new member benefit to help you track and manage your CE credits.
Sponsored by CE Convergence.
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Jun 26, 2013 |
TBD |
Sponsored Education Online
Free to Members
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Summary: |
Topic - Longevity Considerations. Sponsored by Guardian. Details coming soon. |
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Aug 07, 2013 |
TBD |
Audio/Web Conference |
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Summary: |
Details Coming Soon
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Section(s): |
Retirement Counseling
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Aug 15–
Aug 16, 2013 |
The Clinic For Advanced Professionals
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Clinic |
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Summary: |
An in-depth educational meeting on issues of high importance to financial professionals.
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Sep 10, 2013 |
TBD |
Sponsored Education Online
Free to Members
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Summary: |
Topic: Planning for Foreign Nationals. Sponsored by Transamerica. Details coming soon.
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| 7 Events Returned |
Event Details
Check back at a later date for details.
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