Welcome to the web site of the Kansas City Chapter of the Society of FSP. The chapter is more than 75 years old. It has a long history of providing quality education and networking opportunities to its members in the Greater Kansas City area.
The chapter holds regular monthly meetings, called "Roundtables," on the second Wednesday of every month from September through May. For 2014-2015 these meetings will be held at the Hereford House in Leawood, KS from 7:30 a.m. to 9:00 a.m.
The chapter provides study group meetings on a quarterly basis. These are typically from 4:00 p.m. to 6:00 p.m. consisting of an hour of discussion followed by a social. Other events include social networking events in the fall and spring.
Our next roundtable is December 10th with Julie Welch, CPA, CFP® providing our annual tax update. This meeting is being sponsored by Ideal Producers Group.
Our thanks to the following corporate sponsors for the year:
And to the members of the President's Circle who have provided support/sponsorship for the chapter in the amount of $100 each:
James Boldt, CLU, ChFC, LUTCF - Jim Boldt and Associates, LLC
Bret Guillaume, CFP® - Mader & Shannon Wealth Management
Maris Haster, CLU, FLMI - Haster and Associates
James Mader, CLU, ChFC - Mader & Shannon Wealth Management
William Magee, CLU, ChFC, CEBS - BMO Retirement Services
John Martin, CLU, CAP - Legacy Insurance Network
Matthew McAvoy, CLU, ChFC, MSFS, MS - Target Insurance Services, Inc.
Michael O'Neill, CPA/PFS, CLU, ChFC - Mariner Wealth Advisors, LLC
Kevin Petracek, J.D., LL.M., CPA, CFP®, Parman & Easterday, LLP