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Upcoming events

    • 6 Aug 2020
    • 5:00 PM - 7:00 PM (CDT)
    • TBA
    Register


    If you are interested in a career in financial planning, or someone who’s been involved in financial planning for less than 10 years…join the FPAGKC NexGen for a FREE* happy hour on selected Thursdays throughout the year!

    FPA NexGen is an FPA community of young financial planners dedicated to ensuring the transference of wisdom, tradition, and integrity to the next generation. If that sounds like you, or if you would like to learn more, please RSVP, and feel free to bring a coworker or friend who is interested in a career in financial planning.”

    * FPAGKC will provide complimentary drinks and appetizers to all attendees. 


    • 26 Aug 2020
    • 3:00 PM - 5:00 PM (CDT)
    • Zoom (link to be provided to attendees 24 hours before program)
    Register

    Chapter Meeting
    August 26, 2020


    GREG VALLIERE
    Chief U.S. Policy StrategistAGF Investments

    3:00-5:00 p.m.

    This meeting will be held by zoom Zoom (link to be provided to attendees 24 hours before program).

    CFP - 2 hours approved

    Kansas Insurance - 2 hours approved 

    This meeting is sponsored by:


    • 16 Sep 2020
    • 11:30 AM - 2:00 PM (CDT)
    • Embassy Suites, Olathe, Kansas
    Register

    CHAPTER MEETING
    September 16, 2020

    11:30 a.m.
    Check-In and Late Registration
    11:45 a.m. 
    Announcements

    12:00-1:00 p.m. 
    ECONOMIC UPDATE


    WILLIAM B. GREINER, CFA
    Chief Economist, Mariner Wealth Advisors


    1:00-2:00 p.m. 
    SECURE ACT

    dennis_mattern_shadow-1

    DENNIS MATTERN

    VP, Training & Development, CreativeOne

    andrew-payne_shadow-1
    ANDREW PAYNE
    VP, General Counsel, CreativeOne

    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061

    CFP - 2 hours approved 

    Kansas Insurance - 2 hours approved 
    Missouri Insurance - No credits

    This meeting is sponsored by:

    • 24 Sep 2020
    • 4:30 PM - 6:00 PM (CDT)
    • Johnny's Tavern, 6765 W 119th St, Overland Park
    Register


    Please join us at the next Women of FPA KC Gathering! Our network was established to build relationships, share insight and promote the contributions of women in the Financial Planning industry. 

    Featured Guest: Courtney Thomas, CEO of Newhouse
    Harmony in the Hustle | Turning Competing Priorities into Success

    4:30-6:00 p.m.
    Johnny's Tavern, 6765 W 119th St, Overland Park


    • 1 Oct 2020
    • 5:00 PM - 7:00 PM (CDT)
    • TBA
    Register


    If you are interested in a career in financial planning, or someone who’s been involved in financial planning for less than 10 years…join the FPAGKC NexGen for a FREE* happy hour on selected Thursdays throughout the year!

    FPA NexGen is an FPA community of young financial planners dedicated to ensuring the transference of wisdom, tradition, and integrity to the next generation. If that sounds like you, or if you would like to learn more, please RSVP, and feel free to bring a coworker or friend who is interested in a career in financial planning.”

    * FPAGKC will provide complimentary drinks and appetizers to all attendees. 

    • 21 Oct 2020
    • 2:00 PM - 5:15 PM (CDT)
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    October 21, 2020


    MICHAEL FINKE, PhD, CFP®
    Professor of Wealth Management, The American College

    2:00 p.m.
    Check-In and Late Registration
    2:15 p.m. 
    Announcements
    2:30-4:30 p.m. 
    Planning for a Life in Retirement
    4:30 p.m.
    Reception

    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061

    CFP - 2 hours approved 

    Kansas Insurance - 2 hours approved 

    This meeting is sponsored by:


    • 5 Nov 2020
    • 5:00 PM - 7:00 PM (CST)
    • TBA
    Register


    If you are interested in a career in financial planning, or someone who’s been involved in financial planning for less than 10 years…join the FPAGKC NexGen for a FREE* happy hour on selected Thursdays throughout the year!

    FPA NexGen is an FPA community of young financial planners dedicated to ensuring the transference of wisdom, tradition, and integrity to the next generation. If that sounds like you, or if you would like to learn more, please RSVP, and feel free to bring a coworker or friend who is interested in a career in financial planning.”

    * FPAGKC will provide complimentary drinks and appetizers to all attendees. 


    • 18 Nov 2020
    • 2:00 PM - 5:15 PM (CST)
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    November 18, 2020


    JEFF LANZA
    Retired FBI Agent

    2:00 p.m.
    Check-In and Late Registration

    2:15 p.m. 
    Announcements

    2:30-4:30 p.m. 
    The World Beyond Words: Understanding the Power of Nonverbal Communication
    Hoodlums to Hackers: How to Stay Safe from Cyber Crime and Identity Theft

    4:30 p.m.
    Reception

    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061

    CFP - 2 hours approved

    Kansas Insurance - 2 hours approved 

    This meeting is sponsored by:

    • 3 Dec 2020
    • 5:00 PM - 7:00 PM (CST)
    • TBA
    Register


    If you are interested in a career in financial planning, or someone who’s been involved in financial planning for less than 10 years…join the FPAGKC NexGen for a FREE* happy hour on selected Thursdays throughout the year!

    FPA NexGen is an FPA community of young financial planners dedicated to ensuring the transference of wisdom, tradition, and integrity to the next generation. If that sounds like you, or if you would like to learn more, please RSVP, and feel free to bring a coworker or friend who is interested in a career in financial planning.”

    * FPAGKC will provide complimentary drinks and appetizers to all attendees. 


    • 17 Dec 2020
    • 7:30 AM - 8:45 AM (CST)
    • First Watch, 9916 College Blvd, Overland Park
    Register


    Please join us at the next Women of FPA KC Gathering! Our network was established to build relationships, share insight and promote the contributions of women in the Financial Planning industry.


    Featured Guest: Amber Griffis, CFP®, CRPC®, Merrill Lynch

    7:30-8:45 a.m.
    First Watch, 9916 College Blvd, Overland Park


Past events

23 Jun 2020 Ash Brokerage Long-Term Care Virtual Seminar
18 Jun 2020 Women of FPAKC Gathering - Solissa McKay, Sol Impact Consulting
17 Jun 2020 Family Strategies for Paying for College and the Strategic Use of Student Loans
21 May 2020 CreativeOne: Unlock NQ Annuities to Fund LTC without a Taxable Event
20 May 2020 May 2020 Ethics Chapter Meeting
14 May 2020 Fairway Mortgage: How to Talk to Clients About Home Equity Planning and Compliance Officers
7 May 2020 May NexGen Thursday Happy Hour
5 May 2020 Fairway Independent Mortgage Corp. Wade D. Pfau Interactive Webinar Series
30 Apr 2020 CreativeOne: Unlock Qualified Money to Fund LTC Expenses
30 Apr 2020 Kansas State University Personal Financial Professionals Summit
28 Apr 2020 Fairway Independent Mortgage Corp. Wade D. Pfau Interactive Webinar Series
22 Apr 2020 Women of FPAKC Gathering - Nathan Astle, Financial Therapy Association
22 Apr 2020 CreativeOne: Digital Covert Ops for a Virtual Webinar World
21 Apr 2020 Fairway Independent Mortgage Corp. Wade D. Pfau Interactive Webinar Series
15 Apr 2020 Fairway Independent Mortgage Corp. Wade D. Pfau Interactive Webinar Series
27 Feb 2020 Women of FPAKC Gathering - Lauren Conaway, CEO, InnovateHER KC
6 Feb 2020 February NexGen Thursday Happy Hour
15 Jan 2020 January 2020 Chapter Meeting - Michael Kitces
9 Jan 2020 January NexGen Thursday Happy Hour
20 Nov 2019 November Chapter Meeting - Mitch Anthony
12 Nov 2019 Happy Hour Hosted By: HighPointe Financial Group
31 Oct 2019 November NexGen Thursday Happy Hour
25 Oct 2019 Career Day
24 Oct 2019 Women of FPAKC Gathering "What's In Your Networking Toolbox"
9 Oct 2019 October Chapter Meeting - Josh Brown
3 Oct 2019 NextGen Round Table Discussion
19 Sep 2019 Women of FPAKC - "Diane's Career - and Life - Management Tips"
10 Sep 2019 Partner Sponsored Roundtable: Creative Ways to Engage Your Charitable Clients
5 Sep 2019 September NexGen Thursday Happy Hour
21 Aug 2019 August Chapter Meeting - Stephanie Kelton
30 Jul 2019 August NexGen Thursday Happy Hour
11 Jul 2019 NexGen Roundtable Discussion
20 Jun 2019 June Women of FPAKC Gathering
6 Jun 2019 June NexGen Thursday Happy Hour
22 May 2019 May Chapter Meeting - Dan Candura
2 May 2019 May NexGen Thursday Happy Hour
25 Apr 2019 April Women of FPAKC Gathering
16 Apr 2019 Happy Hour Hosted By: Wells Fargo Home Mortgage
4 Apr 2019 NexGen Roundtable Discussion
20 Mar 2019 March Chapter Meeting - Wade Pfau
12 Mar 2019 CFP® Standards Public Forum
7 Mar 2019 March NexGen Thursday Happy Hour
5 Mar 2019 Partner Sponsored Roundtable: Technology
21 Feb 2019 February Women of FPAKC Gathering
19 Feb 2019 FPAKC Advocacy Day
31 Jan 2019 January NexGen Thursday Happy Hour
16 Jan 2019 January Monthly Chapter Meeting
14 Nov 2018 November Monthly Chapter Meeting
8 Nov 2018 November Women of FPAKC Gathering
24 Oct 2018 October Monthly Chapter Meeting
16 Oct 2018 Happy Hour Hosted By: Greater Kansas City Community Foundation
27 Sep 2018 September Women of FPAKC Gathering
19 Sep 2018 September Monthly Chapter Meeting
14 Sep 2018 Career Day
12 Sep 2018 Roundtable Discussion: Charitable Giving
30 Aug 2018 August Women of FPAKC Gathering
15 Aug 2018 August Monthly Chapter Meeting
7 Aug 2018 August NexGen Tuesday Happy Hour
31 May 2018 May Women of FPAKC Gathering
22 May 2018 Partner Sponsored Roundtable Discussions
16 May 2018 May Chapter Meeting
1 May 2018 May NexGen Tuesday Happy Hour
25 Apr 2018 April Monthly Chapter Meeting
21 Mar 2018 March Chapter Meeting

If you have an event that you feel would be of interest to FPA of Greater Kansas City members, please contact Chapter Executive Brandy Johnson at brandy@fpakc.org with details. 


Call Us
Office: 303-867-7181

Address:  PO Box 4303
Topeka, KS 66604

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