Next St. Louis meeting:
Date: Thursday, April 5, 2018
Time: 3:15 p.m. – 5:30 p.m.
Topic: FAKE News: Getting to the Heart of Life Insurance Illustrations
Presented by: BUI
Where: DoubleTree Hotel in Chesterfield, 16625 Swingley Ridge Road, Chesterfield, 63005
Date: Tuesday, April 10, 2018
Time: 7:30 a.m. – 8:30 a.m.
Topic: Marketing for Clients
Presented by: Nick Najjar of My Company Gifts
Where: Bella Milano, 455 Regency Park, O’Fallon, IL 62269
Date: Thursday, April 26
Time: 8:00 a.m. – 5:00 p.m.
Topic: Greater St. Louis Financial Symposium
Presented by: Multiple Speakers/Topics
Where: Marriott West Hotel
RSVP & Pricing: contact Joan Hecker at joan_hecker@sbcglobal.net
Date: Tuesday, May 8
Time: 7:30 a.m. – 8:30 a.m.
Topic: The Book of WOW
Presented by: TBD
Where: Bella Milano, 455 Regency Park, O’Fallon, IL 62269
Date: Thursday, May 10
Time: Noon
Topic: Lunch & Golf at BUI and Creve Coeur Golf Course
Cost: FREE
RSVP: Contact Steve Bruce @ BUI — sbruce@buiusa.com
Date: Thursday, June 7
Time: 3:30 p.m. – 5:30 p.m
Topic: Charitable Giving
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield
Date: Tuesday, June 12
Time: 7:30 a.m. – 8:30 a.mm.
Topic: Client Relationships
Presented by: TBD
Where: O’Fallon, Illinois
Date: Tuesday, July 10
Time: 7:30 a.m. – 8:30 a.m
Topic: Advanced Tax Strategies
Presented by: TBD
Where: O’Fallon, Illinois
Date: Tuesday, August 14
Time: 7:30 a.m. – 8:30 a.m.
Topic: Estate Planning
Presented by: TBD
Where: O’Fallon, Illinois
Date: Thursday, September 6
Time: 3:30 p.m. – 5:30 p.m.
Topic: Factor Investing
Presented by: Larry Swedroe, BAM Investing
Where: DoubleTree Hotel in Chesterfield
Date: Tuesday, September 11
Time: 7:30 a.m. – 8:30 a.m.
Topic: Benefit Plans Plus
Presented by: TBD
Where: O’Fallon, Illinois
Date: Thursday, October 4
Time: 3:30 p.m. – 5:30 p.m.
Topic: 529 Plans
Presented by: Brian Boswell
Where: DoubleTree Hotel in Chesterfield
Date: Tuesday, October 9
Time: 7:30 a.m. – 8:30 a.m.
Topic: TBD
Presented by: TBD
Where: O’Fallon, Illinois
Date: Thursday, November 1
Time: 7:30 a.m. – 9:30 a.m.
Topic: Senior Planning
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield
Date: Tuesday, November 13
Time: 7:30 a.m. – 8:30 a.m.
Topic: Year-End Tax Planning
Presented by: TBD
Where: O’Fallon, Illinois
Date: Thursday, December 6
Time: 3:30 p.m. – 5:30 p.m.
Topic: Ethics Presentation
Presented by: FPA members
Where: DoubleTree Hotel in Chesterfield
Date: Tuesday, December 11
Time: 7:30 a.m. – 8:30 a.m.
Topic: TBD
Presented by: TBD
Where: O’Fallon, Illinois
For more information or questions, please contact Jim Susman at (314) 997-3390 or susgroup@gmail.com.
