Chapter Meetings



Next St. Louis meeting:

Date: Thursday, September 5, 2019
Time: 3:15 p.m. – 5:30 p.m. (Happy Hour follows program)
Topic:  The Status of Tax Reform and the Confusion Caused by it
Presented by:  Dawn Christoffersen, DTC Advisors, LLC
Where:  DoubleTree Hotel in Chesterfield, 16625 Swingley Ridge Road, Chesterfield, 63005

Pay for meeting using Pay Pal

Date:  Thursday, February 7, 2019
Time:  7:15 a.m. – 9:30 a.m.
Topic:  Rethinking Risk Tolerance for Retiring Clients AND Expanding the Framework of Safe Withdrawal Rates
Presented by:  Michael Kitces
Where:  DoubleTree Hotel in Chesterfield

Date:  Thursday, March 7, 2019
Time: 
3:15 p.m. – 5:30 p.m.
Topic: 
A Strong Tech Backbone will Boost your Firm’s Growth & Improve its Valuation & Happy Hour
Presented by: 
Wes Stillman, CEO, RightSize Solutions
Where:  DoubleTree Hotel in Chesterfield

Date:  Thursday, April 4, 2019
Time:
7:00 a.m. – 9:30 a.m.
Topic:
 Five Pillars of Prosperity
Presented by:  Andrew Opdyke, First Trust Advisors, LP
Where:  DoubleTree Hotel in Chesterfield

Date:  Thursday, April 25
Time:  8:00 a.m. – 5:00 p.m.
TopicFinancial Symposium
Where:  Marriott West Hotel
RSVP & Pricing:  contact Joan Hecker at joan_hecker@sbcglobal.net

Date: Thursday, June 6
Time: 7:00 a.m. – 9:30 a.m.
Topic: Changing the Approach to College Funding Advice
Presented by:  Joe Messinger, CFP®, Founder, Capstone College Partners
Where:  DoubleTree Hotel in Chesterfield

Date: Thursday, September 5
Time: 3:15 p.m. – 5:30 p.m.
Topic: The Status of Tax Reform and the Confusion Caused by it
Presented by: Dawn Christoffersen, DTC Advisors, LLC
Where: DoubleTree Hotel in Chesterfield

Date: Thursday, October 3
Time: 3:15 p.m. – 5:30 p.m.
Topic: Estate Planning & Happy Hour
Presented by: TBD
Where:  DoubleTree Hotel in Chesterfield

Date: Thursday, November 7
Time: 7:15 a.m. – 9:30 a.m.
Topic: Charitable Giving & Happy Hour
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield

Date: Thursday, December 5
Time: 3:30 p.m. – 5:30 p.m.
Topic: Ethics Presentation & Happy Hour
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield

 

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