KANSAS CITY CHAPTER

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Date Event Title Event Type
Aug 26, 2014 Eventually Every Business Changes Hands: Are You Ready? Audio/Web Conference
  Summary: Creating a succession plan for your business  
Sep 09, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
 
Sep 10–
Sep 10, 2014
Economics and How to Plan for 2015 Chapter:
Kansas City Chapter FSP
Time: 07:30 AM – 09:00 AM
Add'l Info: Sponsor is Montage Investments.
Location: The Hereford House
5001 Town Center Drive
Leawood KS
  Speaker(s): Dr. Christopher Kuehl, Armada Corporate Intelligence  
  Summary: This is a discussion of economics and how it affects your clients' portfolios.  
  Section(s): Estate Planning
 
Sep 18, 2014 Fully Insured Plans Sponsored Education Online
Free to Members
  Speaker(s): Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA  
  Summary: Discussion of issues surrounding fully insured plans
Sponsored by Guardian
 
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
 
Oct 07, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer
 
Oct 08–
Oct 08, 2014
Health Care Chapter:
Kansas City Chapter FSP
Time: 07:30 AM – 09:00 AM
Location: The Hereford House
5001 Town Center Drive
Leawood KS
  Speaker(s): TBD  
  Summary: An update on health care and its effects on our clients.  
  Section(s): Employee Benefits
 
Oct 15, 2014 TBD Audio/Web Conference
  Summary: Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.  
Nov 18–
Nov 18, 2014
2014 Professional Day Chapter:
Kansas City Chapter FSP
Time: 08:00 AM – 05:00 PM
Location: World War I Museum
Pershing Road
Kansas City MO
  Speaker(s): TBD  
  Summary: An all day seminar on various financial topics.  
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 10–
Dec 10, 2014
Tax Update Chapter:
Kansas City Chapter FSP
Time: 07:30 AM – 09:00 AM
Location: The Hereford House
5001 Town Center Drive
Leawood KS
  Speaker(s): TBD  
  Summary: An estate planning and tax update.  
  Section(s): Financial Planning
 
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
15 Events Returned
Event Details

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