Chapter Meetings



Next St. Louis meeting:

Date: Thursday, June 4, 2020
Time: 7:30 a.m. – 9:30 a.m.
Topic:  HSA’s in Today’s World
Presented by:  Brian Dobbis with Lord Abbett
Where:
  Zoom Meeting – register to receive link to meeting

Pay for meeting using Pay Pal
Season Pass Holders Click here to send email to register for monthly meetings

Date:  Thursday, February 6. 2020
Time:  3:15 p.m. – 5:30  p.m. (happy hour follows)
Topic:  Guide to Retirement
Presented by:  Katherine Roy, J.P. Morgan
Where:  DoubleTree Hotel in Chesterfield

Date:  Thursday, March 5, 2020
Time: 
 7:15 a.m. – 9:30 a.m. (includes Breakfast)
Topic: 
 Index Annuities: Looking Under The Hood and Tax Traps in Annuity Planning
Presented by: 
John Olsen, CFP Emeritus®
Where: 
DoubleTree Hotel in Chesterfield

Date:  Thursday, April 2, 2020 
Time:
7:15 a.m. – 9:30 a.m. 
Topic:
 Client Communication in a Crisis: Q&A with FPA St. Louis veterans
Presented by:  Various FPA St. Louis professionals
Where:  Zoom Meeting

Date: Thursday, June 4, 2020
Time: 7:30 a.m. – 9:30 a.m.
Topic: HSA’s in Today’s World
Presented by:  Brian Dobbis wtih Lord Abbett
Where:  Zoom Meeting – register to receive link to meeting

Date: Thursday, September 3, 2020
Time: 3:15 p.m. – 5:30 p.m. (happy hour follows)
Topic: Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans
Presented by: Natalie Choate
Where: DoubleTree Hotel in Chesterfield

Date: Thursday, October 1, 2020
Time: 3:15 p.m. – 5:30 p.m. (happy hour follows)
Topic: Investing
Presented by: TBD
Where:  DoubleTree Hotel in Chesterfield

Date: Thursday, November 5, 2020
Time: 7:15 a.m. – 9:30 a.m. (includes Breakfast)
Topic: Year End Tax Planning
Presented by: Chad Gall, Anders CPAs+Advisors
Where: DoubleTree Hotel in Chesterfield

Date: Thursday, December 3, 2020
Time: 3:15 p.m. – 5:30 p.m. (happy hour follows)
Topic: Ethics Program –
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield

 

For more information or questions, please contact Jim Susman at (314) 997-3390 or [email protected]