Chapter Meetings

 

2014 Chapter Meetings

All Meeetings are at the St. Louis Marriott West Hotel
660 Maryville Centre Drive, St. Louis, MO 63141

Date: Thursday, January 9, 2014
Time: 3:15 p.m. -- 5:30 p.m.
Topic: 2014 Economic Outlook
Presented by: Rob Stein, Astor Asset Management

Date: Thursday, February 6, 2014
Time: 3:15 p.m. -- 5:30 p.m.
Topic: 2014 Tax Update
Presented by:  Lisa Bushur, CFPA

Date: Thursday, March 6, 2014
Time: 7:15 a.m. -- 9:30 a.m.
Topic: Long Term Care Insurance
Presented by: Michael Kitces

Date: Thursday, April 3, 2014
Time: 7:15 a.m. -- 9:30 a.m.
Topic: The Economic and Financial Outlook for 2014 and Beyond
Presented by: Bill Emmons, Senior Economic Advisor, Federal Reserve Bank of St. Louis

Date: Thursday, May 1, 2014
Time: 3:15 p.m. - 5:30 p.m
Topic: Growing Your Business in the Digital Age
Presented by: Speaker to be determined

Date:  June 5, 2014
Time:  7:15 a.m. -- 9:30 a.m.
Topic:  Guiding Your Clients through a Successful Retirement
Presentors:  Speaker to be determined

Date: Monday, September 22, 2014
Time: 3:15 pm -- 5:30 p.m.
Topic:  Estate Planning
Presented by: Natalie  Choate

Date:  Thursday, October 2, 2014
Time:  7:15 a.m. -- 9:30 a.m.
Topic:  Resource Guide for Financial Professionals
Presented by:  Sam Richter of ActFi

Date:  Thursday, November 6
Time:  7:15 a.m. -- 9:30 a.m.
Topic:  The Distribution Challenge
Presented by:  TBD

Date:  Thursday, December 4, 2014
Time:  3:15 p.m. -- 5:30 p.m.
Topic:  Annual Ethics Seminar & Holiday Happy Hour
Presented by:  TBD

For more information or questions, please contact Jim Susman at (314) 997-3390.

 

 

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