The Kansas City Chapter of the Society of Financial Service Professionals (a national non-profit professional association made up of experienced professionals including CPAs, CFPs, attorneys, insurance agents, financial advisors and trust officers) is hosting an all-day continuing education session on Thursday, January 10, 2019 at the KU-Edwards Campus.
Professional Day is approved for seven (7) hours of KS & MO insurance credit (6 general; 1 ethics), seven (7) hours of general KS CLE, six (6) hours of general MO CLE and six (6) hours of general CFP credit. All day attendance is required. Certificates of completion will be issued for self-reporting PACE and CPE credits.
8:00 AM | Breakfast & Networking
8:30 AM | Jim Aussem – Business Exit Planning
10:10 AM | BREAK
10:30 AM | Cozy Wittman – Late Stage College Planning
11:30 AM | LUNCH
12:30 PM | Rob Wellendorf – Developing a Collaborative Planning Team
2:10 PM | BREAK
2:20 PM | Jim Boldt – Ethics
3:10 PM | Bill Greiner – 2019 Economic Outlook
4:00 PM | Cocktail Reception
For program descriptions and speaker bios, click HERE.
To register, click HERE.
Cost: $49 Members, $99 Non-Members