Member log in 

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


Upcoming events

    • 19 Feb 2019
    • (CST)
    • Jefferson City, MO and Topeka, KS

    FPA of Greater Kansas City Members,

    P
    lease join us to help build awareness of the FPA with state legislators in Kansas and Missouri, at our 2019 FPA of Greater Kansas City Advocacy Days! Let’s show our elected officials that we can serve as a resource to them when it comes to financial issues and legislation, and also help build our relationships with those who make decisions that affect our profession and our clients.

    • Tuesday, February 19th – Jefferson City, MO (partnering with the FPA of Greater St. Louis)
    • Wednesday, February 20th – Topeka, KS (partnering with the FPA of Kansas)

    What does this involve?

    • Attending a breakfast training the morning of advocacy day to review material developed by FPA National for the meetings.
    • Participating in a brief training webinar with FPA National Advocacy Director, Karen Nystrom.
    • Meet with your legislators’ offices and tell them of what the FPA is about.
      o   Note: Participants will visit legislators in groups so no one is alone.

    FPA National will help make this an easy lift and provide you with training, materials, badges and folders to give to your elected officials. We will meet that morning at a local restaurant to review materials and have a brief refresher training.

    Please register by February 12th if you would like to participate. Please indicate which advocacy day you are able to attend. 


    • 21 Feb 2019
    • 4:30 PM - 6:00 PM (CST)
    • Tabard's Ale House - 119th & Blue Valley Pkwy, Overland Park, KS
    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. 

    "Maximize Your Productivity & Your Business by
    Utilizing the Four Pillars of Health"


    Featuring: Dr. Kyle Gulledge, True Health 

    4:30-6:00 pm
    Tabard's Ale House 
    12030 Blue Valley Pkwy
    Overland Park, KS 66213

    Drinks and light appetizers provided!



    • 5 Mar 2019
    • 8:00 AM - 9:00 AM (CST)
    • 6329 Lamar Avenue, Overland Park, KS 66225
    Register


    Partner Sponsored Roundtable: Technology

    How Does Your Technology Stack Up?

    Please join us for a roundtable discussion about technology used in your advisory practice. As we share our experience with our FPA peers, we'll address questions such as:

    1. Was the selection of your technology based on your needs or your clients?

    2. Does your technology help you drive efficiency and/or profitability?

    3. Have you recently considered adding a new piece of technology to further enhance your client experience?

    4. Can your technology grow with you? How do you know?

    While these questions may seem overwhelming at first, bouncing ideas off on another will offer you an opportunity to learn from your peers' successes and challenges. Group size is limited so please register soon!

    This event is being sponsored by:


    • 7 Mar 2019
    • 5:30 PM - 7:30 PM (CST)
    • The Peanut, 7938 Santa Fe Dr, Overland Park, KS 66204
    Register


    Are you 36 or younger and a financial planner, paraplanner, analyst, wealth manager, banker, broker, insurance professional, attorney, CPA,  wholesaler, or wanting to explore a career in financial services? If so, then we have great networking opportunities for you! Join the FPAGKC NexGen for a FREE* happy hour on selected Tuesdays throughout the year!

    * FPAGKC will provide complimentary drinks and appetizers to all attendees.  Bring a friend or colleague under the age of 36 that is also in the industry and who is interested in networking with fellow NexGeners.


    • 12 Mar 2019
    • 5:30 PM - 7:00 PM (CDT)
    • Kansas City Marriott Downtown

    The New CFP® Standards Are Coming.
    Will You Be Ready?


    Join your FPA of Greater Kansas City colleagues at a CFP Board Public Forum on the new standards on Tuesday, March 23 from 5:30-7:00pm at the Kansas City Marriott Downtown. Learn about the new standards and share your thoughts on the tools and resources you will need to adhere to them once in effect.

    Register Now! 


    • 20 Mar 2019
    • 11:30 AM - 2:00 PM (CDT)
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    March 20, 2019
    For this meeting only, please note the change in meeting time below

    Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement 

                            

                         Wade Pfau, PhD., CFA                     Harlan Accola 

    In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages in a retirement income plan, especially in light of recent research. The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy). After providing an overview of retirement income planning, which sets the context for understanding the potential role of reverse mortgages, this presentation explains the basics for how reverse mortgages work. I then provide an overview of potential uses for a reverse mortgage, while focusing on ways to coordinate the line of credit use with distributions from the investment portfolio, and how to think about the reverse mortgage line of credit as a form of insurance to protect against market losses or declines in the home value. Financial advisors must pay attention to their client’s home equity, as this is a vital asset that can be used as part of a coordinated strategy to improve retirement outcomes. 

    11:15 a.m. - Check In, Lunch, and Late Registration
    12:00-2:00 p.m. - CE Presentation 

    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061
    CFP - 2 hours approved
    Missouri Insurance - 2 hours pending
    Kansas Insurance - 2 hours approved

    This meeting is sponsored by:

    • 25 Apr 2019
    • 4:30 PM - 6:00 PM (CDT)
    • TBD
    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. 

    4:30-6:00 pm

    Drinks and light appetizers provided!



    • 22 May 2019
    • 2:15 PM - 5:15 PM
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    May 22, 2019
    Ethics
    Dan Candura, CFP®

    2:00 p.m.
    Check-In and Late Registration
    2:15-4:30 p.m. 
    Presentation
    4:30-5:15 p.m.
    Reception 


    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061
    CFP - 2 hours pending
    Missouri Insurance - 2 hours pending
    Kansas Insurance - 2 hours pending




    • 20 Jun 2019
    • 4:30 PM - 6:00 PM (CDT)
    • TBD
    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. 

    4:30-6:00 pm

    Drinks and light appetizers provided!



    • 21 Aug 2019
    • 11:30 AM - 2:30 PM (CDT)
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    August 21, 2019
    Dr. Stephanie Kelton
     
    11:30 a.m.
    Check In, Lunch and Late Registration
    12:30-2:30 p.m. 
    Presentation 

    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061
    CFP - 2 hours pending
    Missouri Insurance - 2 hours pending
    Kansas Insurance - 2 hours pending


    • 19 Sep 2019
    • 4:30 PM - 6:00 PM (CDT)
    • TBD
    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. 

    4:30-6:00 pm

    Drinks and light appetizers provided!



    • 9 Oct 2019
    • 2:15 PM - 5:15 PM
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    October 9, 2019
    Josh Brown

    2:00 p.m.
    Check-In and Late Registration
    2:15-4:30 p.m. 
    Announcements / Presentation 
    4:30-5:15 p.m.
    Reception 


    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061
    CFP - 2 hours pending
    Missouri Insurance - 2 hours pending
    Kansas Insurance - 2 hours pending




    • 24 Oct 2019
    • 4:30 PM - 6:00 PM (CDT)
    • TBD
    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. 

    4:30-6:00 pm

    Drinks and light appetizers provided!



    • 20 Nov 2019
    • 2:15 PM - 5:15 PM
    • Embassy Suites, Olathe, Kansas
    Register

    Chapter Meeting
    November 20, 2019
    Becoming Your Client's Retirement Coach
    Mitch Anthony

    2:00 p.m.
    Check-In and Late Registration
    2:15-4:30 p.m. 
    Presentation
    4:30-5:15 p.m.
    Reception 


    Embassy Suites Hotel & Convention Center 
    10401 S. Ridgeview Rd, Olathe, KS 66061
    CFP - 2 hours pending
    Missouri Insurance - 2 hours pending
    Kansas Insurance - 2 hours pending




Call or Fax Us
Office: 785-215-6125

Address:  825 S. Kansas Avenue, Suite 500
Topeka, KS 66612

Powered by Wild Apricot Membership Software