Next St. Louis meeting:

Date: Thursday, September 8, 2022
Time: 1:00 p.m. – 4:30 p.m.
Topic:  Retirement Workshop
Presented by:  Presenters: Carol Rogers of Hightower Financial, Joanne Waldman, New Perspective Coaching, Micha Baxley and Steve Naber of Allianz Life, and Jeff Levine of Buckingham Asset Management
Topics: “Longevity Planning: it’s about More than Money,” “Retirement Income Plan Risk Factors,” and “How The Secure Act Changes Retirement (And Other) Planning” A hapy hour follows the program at 4:30.
Where:  DoubleTree Hotel in Chesterfield, MO

For reservations and payment options, please click on the following link:  http://chapters.onefpa.org/greaterstlouis/registration/

 

 

Date: Thursday, October 6, 2022
Time:  7:30 a.m. – 9:30 a.m.
Topic:  Medicare
Where:  DoubleTree Hotel in Chesterfield, MO

Date:  Thursday, November 3, 2022
Time:  3:30 p.m. – 5:30 p.m.
Topic:  Tax Planning
Where:  DoubleTree Hotel in Chesterfield, MO

Date:  Thursday, December 1, 2022
Time:  3:30 p .m. – 5:30 p.m.
Topic:  Annual Ethics Program
Where:  DoubleTree Hotel in Chesterfield, MO

 

 

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