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Upcoming events

    • 28 Jan 2021
    • 5:00 PM - 6:00 PM (CST)
    • Virtual
    Register



    Hello KC NexGen!

    I hope you can join us January 28 from 5:00-6:00 p.m. for our first Happy Hour of 2021! Feel free to extend an invitation to a colleague who is interested in FPA and NexGen, or a friend who may just be looking to network and learn more about our industry. 

    • 4 Feb 2021
    • 5:00 PM - 6:00 PM (CST)
    • Virtual
    Register



    Join us for our NexGen Happy Hour and learn from Jamie Bosse CFP® with Aspyre Weath Partners as she speaks about the impacts that her current marketing has had on her business. Jamie will touch on how she got started with writing/publishing books, making blogs, and making videos to improve her business. Always wanted to branch out and start doing some marketing? Here’s a great opportunity to hear from someone who has had great success with it!
    • 4 Mar 2021
    • 5:00 PM - 6:00 PM (CST)
    • Virtual
    Register


    Join us for our NexGen Happy Hour and learn from Sid Misra CFP® about how he has leveraged Linkedin Marketing to improve his business. Sid will speak about his tips and tricks with his marketing, how he got started, and how advisors can leverage Linkedin to build their network that will ultimately lead to increased business for themselves or their firm. Linkedin can be intimidating for newer or younger advisors especially when posting content that can be seen by your peers and other business professionals. Looking to make the leap into Linkedin Marketing? Learn from someone that has had great success with it!

    • 17 Mar 2021
    • 11:45 AM - 2:00 PM (CDT)
    • Virtual (Zoom information will be sent 24 hours before meeting)
    Register

    VIRTUAL CHAPTER MEETING
    March 17, 2021


    11:45 a.m. 
    Announcements


    12:00-1:00 p.m. 
    Economic Update


    CHRIS KUEHL, PHD

    Managing Director, Armada Corporate Intelligence



    1:00-2:00 p.m. 

    Impact of Fintech on Financial Planning

    Niharika Shah, CMO

    The TIFIN Group


    CFP - 2 hours approved 

    Kansas Insurance - 2 hours pending 

    This meeting is sponsored by:


    • 22 Apr 2021
    • 8:00 AM - 9:00 AM (CDT)
    • Virtual
    Register

    WOMEN OF FPA EVENT

    Saying No to Stress

    April 22, 2021

    8:00am


    There are so many new factors adding to anxiety levels and the stress of well-being these days. We live in a society that is addicted to being busy, prides itself on instant gratification, information overload and superhero levels of achievement. Many women are living in chronic stress cycles and do not even know it. Living in a chronic stress cycle can lead to long term health problems. Many times, woman do not recognize their health symptoms like weight gain, insomnia or bloating being rooted in stress. Join me to identify these and other chronic stress signals in your life and start a journey toward making more empowered choices to reduce and eliminate this chronic stress. You deserve to put yourself first, so that you can live a long and healthy life and be there for other’s who need you.


    Pamela Martin is an Integrative Nutrition Health and Wellness Coach and a Holistic Executive Coach. As a trained coach and former executive and mother of four, Pamela specializes in helping women balance personal and career worlds, while staying accountable to personal health needs.  Her practice includes helping clients reduce stress, manage career paths, determine food and lifestyle choices, and build the courage and commitment to reach their goals through brave and mindful choices. She runs a coaching practice in Kansas City called, The Balanced Way.  https://thebalancedway.com

    • 19 May 2021
    • 2:24 PM - 5:00 PM (CDT)
    • Virtual
    Register

    VIRTUAL ETHICS CHAPTER MEETING

    ETHICS 2021

    May 19, 2021
    2:45-5:00 p.m.


    L. Ann Coulson, Ph.D., CFP®


    Continuing Education:

    CFP - 2 hours approved

    Kansas Insurance - 2 hours approved

    About the speaker:
    Dr. Coulson received her B.S. from the University of Missouri-Columbia in 1974. She spent the next eight years working for utility companies in Arkansas and Missouri providing public relations and education. She completed her M.S. in Operations Management from the University of Arkansas in 1980 and her Ph.D. in Human Environmental Sciences (Family & Consumer Economics) from the University of Missouri-Columbia in 1988. She completed the requirements for the CFP® certification in 1991.

    From 1987 until 1996, Dr. Coulson taught at Kansas State University where she spearheaded the CFP® registered undergraduate program at Kansas State University. While at K-State she won the Conoco Undergraduate Teaching Award. She moved to Chicago in 1995. While in Chicago, Dr. Coulson served as the Director of the Institute for Personal Finance, an educational institution under the auspices of the Association for Financial Counseling and Planning Education (AFCPE). The purpose of the institute was to educate financial and housing counselors.

    In 2001, Dr. Coulson and her family returned to Kansas where she opened a financial planning firm and began teaching online graduate level classes in financial planning for K-State. She has mentored more than 30 cohorts of students through K-State’s CFP Board registered graduate certificate program. She returned full-time to the Manhattan campus in 2010 where she taught undergraduate and graduate students and also served as the academic advisor. In 2017, she moved to Ste. Genevieve, MO where she continues to teach online graduate level courses in financial planning for K-State.

    • 16 Jun 2021
    • 11:45 AM - 1:15 PM (CDT)
    • Virtual (Zoom information will be sent 24 hours before meeting)
    Register

    VIRTUAL CHAPTER MEETING
    June 16, 2021


    11:45 a.m. 
    Announcements


    12:00-1:15 p.m. 
    BEHAVORIAL FINANCE


    DANIEL CROSBY, PHD

    Chief Behavioral Officer, Orion



    CFP - 1 hour pending 

    Kansas Insurance - 1 hour pending 

Past events

20 Jan 2021 January 2021 Chapter Meeting
17 Dec 2020 Women of FPAKC Gathering - Amber Griffis, CFP®, CRPC®, Merrill Lynch
15 Dec 2020 The Miller Group Member Roundtable and Wine Tasting
3 Dec 2020 December NexGen Thursday Happy Hour
18 Nov 2020 November 2020 Chapter Meeting
21 Oct 2020 October 2020 Chapter Meeting
25 Sep 2020 Member Roundtable by Greater Kansas City Community Foundation and Mariner Capital Advisors
24 Sep 2020 Women of FPAKC Gathering
16 Sep 2020 September 2020 Chapter Meeting
10 Sep 2020 Ash Brokerage: Impending Tax Reform: What it could mean for your clients
26 Aug 2020 August 2020 Chapter Meeting - Greg Valliere
6 Aug 2020 August NexGen Thursday Virtual Happy Hour
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. 


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Office: 303-867-7181

Address:  PO Box 4303
Topeka, KS 66604

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