Next St. Louis meeting:
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, 16625 Swingley Ridge Road, Chesterfield, 63005
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: Cybersecurity & Happy Hour
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield
Date: Thursday, April 4, 2019
Time: 7:15 a.m. – 8:30 a.m.
Topic: Investment Planning
Presented by: First Trust
Where: DoubleTree Hotel in Chesterfield
Date: Thursday, April 25
Time: 8:00 a.m. – 5:00 p.m.
Topic: Financial Symposium
Where: Marriott West Hotel
RSVP & Pricing: contact Joan Hecker at joan_hecker@sbcglobal.net
Date: Thursday, June 6
Time: 7:15 a.m. – 9:30 a.m.
Topic: Student Loans
Presented by: TBD
Where: DoubleTree Hotel in Chesterfield
Date: Thursday, September 5
Time: 3:15 p.m. – 5:30 p.m.
Topic: Health Insurance & Happy Hour
Presented by: TBD
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.
