KANSAS CITY CHAPTER

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Date Event Title Event Type
Oct 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
 
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
 
Oct 08–
Oct 08, 2014
Affordable Care Act for Today and What to Look for in 2015 Chapter:
Kansas City Chapter FSP
Time: 07:30 AM – 09:00 AM
Add'l Info: Our Sponsor is CANOPY.
Location: The Hereford House
5001 Town Center Drive
Leawood KS
  Speaker(s): Tim Vannoy, Jeff David, Bob Zeller  
  Summary: During this 1 hour presentation we will explore how the ACA worked in its first open enrollment and what we learned in the process. What updates will be put in to place going forward. What’s new for the upcoming open enrollment? What is the status of the group mandate?  
  Section(s): Employee Benefits
 
Oct 15, 2014 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
Oct 29, 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.
 
Nov 18–
Nov 18, 2014
2014 Professional Day Chapter:
Kansas City Chapter FSP
Time: 08:00 AM – 05:00 PM
Add'l Info: To register: http://events.constantcontact.com/register/event?llr=hpyyyvbab&oeidk=a07e9wqjsr350a5b2b0
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 03, 2014 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (details coming soon)  
Dec 10, 2014 TBD Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Summary: Practical Applications of "Life Insurance as an Asset Class" - 3 Case Studies.
Sponsored by Guardian. Details coming soon.
 
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.  
13 Events Returned
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