The Society News Kansas City Chapter

Transcription

1 e Vol. 12, No. 9 MAY 2013 The Society News Kansas City Chapter Working in the Interest of the Client Thursday, May 9, 2013 Meeting Sponsor Join us for our last meeting of the season - the Annual Meeting on May 9th. We are privileged to have RICHARD M. WEBER, MBA., CLU, AEP, as our guest speaker. Mr. Weber is the national president of the Society of Financial Service Professionals. Come and hear the latest national news. He will also be providing us with a perspective on Working in the Interest of the Client: The Society of FSP and Ethical Standards of Care. This will be an in-depth discussion of fiduciary myths and truths, and our responsibilities to our clients, as well as how the Code of Professional Responsibility of the FSP provides a framework for ethical behavior. This program has been approved for one hour of ethics credit in the state of Kansas, as well as one hour of PACE and CPE credit. CFP and Missouri credit are pending. Richard is President of the Society of Financial Service Professionals - FSP - and in his spare time is President of The Ethical Edge, Inc., located in the San Francisco Bay Area. With 45 years of experience in sales, training, product design, marketing, compliance, and insurance company senior management, his firm provides training and consulting services that help empower life insurance agents, financial planners, advisors, and their clients to explore and view life insurance in the broader context of financial planning. Dick holds an M.B.A. from the University of California at Berkeley with a specialty in Insurance and Finance and When: May 9, 2013, 7:30-9:30 am Where: Overland Park Marriott Hotel was designated a Chartered Life Underwriter in 1974 by the American College. Once an Adjunct Professor of Ethics at the American College, he is now Adjunct Professor of Risk and Insurance at Cal Lutheran University s MBA program in financial planning. Dick s insurance expertise is reflected in the more than 300 articles he s written for a number of industry, legal, and accounting publications. His research paper - Life Insurance as an Asset Class - received the Academy of Financial Services Best Paper Award for Part 2 of this paper has recently been published. Dick is the Society of FSP s Kenneth Black, Jr. Leadership Award recipient for 2008 in recognition of his... exemplary leadership qualities and significant contributions to the fulfillment of the Society s core values of ethic, education, and relationships, and in 2009, he was inducted into the National Association of Estate Planning Council s Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner Award. Bring a guest and join us for this meeting, as well as the election and induction of our new board of directors Santa Fe Drive, Suite 208, Overland Park, KS (913) (913) fax [email protected]

2 Support your local Sheriff - introducing the President s Circle By Mike O Neill The FSP Kansas City Chapter is celebrating its 80 th year and with that milestone we would like to introduce the President s Circle. We have eight members so far and would love to add several more. The President s Circle is simply a way for our long time members and past chapter leaders to show support/sponsorship for the chapter and for the current chapter President (aka Sheriff). Consider providing a $100 President s Sponsorship to the Chapter and join the President s Circle. President s Circle Members James Boldt, CLU, ChFC, LUTCF Jim Boldt and Associates, LLC Bret Guillaume, CFP Mader & Shannon Wealth Management Maris Haster, CLU, FLMI Haster and Associates James Mader, CLU, ChFC Mader & Shannon Wealth Management William Magee, CLU, ChFC, CEBS BMO Retirement Services John Martin, CLU, CAP Matthew McAvoy, CLU, ChFC, MSFS, MS Target Insurance Services, Inc. Michael O Neill, CPA/PFS, CLU, ChFC Mariner Wealth Advisors, LLC Support your local Sheriff and help the Chapter for the next 80 years. We plan to make this an annual ask, but we are not asking for a multi-year pledge. Join us! 2 The Society News May 2013

3 Upcoming Activities During the upcoming months we will continue to have activities, so watch your s. May 29 th Study Group at Target Insurance Services: Topic: Uncover Planning Opportunities Using the 1040 Overlay At this study group we will explore the planning opportunities when working with a client s 1040 tax return. By reviewing the tax return, it can be an effective way to identify his or her protection needs. Survivor income, estate tax liquidity, and saving for and protecting retirement income are a few of the many needs that can be identified. We will look at both the 1040 and Schedule A for planning opportunities. Address: Target Insurance Services Oakmont Overland Park, KS Time: Starts at 4:00 pm Fall Roundtables Will Have New Date and Location In an effort to provide the best venue possible for our roundtables as well as being cost effective, we will be moving next fall to a new day and location: Dates: Second WEDNESDAY of the month, beginning in September Location: Hereford House 5001 Town Center Drive Leawood, KS Be sure to mark your calendar and join us for these roundtables. Audio/Web Conference: Stop Asking for Referrals - Get More! Wednesday, June 5, pm ET Why don t advisors get more referrals? Because most of what they have been told about them is wrong! During this acclaimed program, you will discover what you need to know about attracting referrals, learning innovative new strategies using some of the most recent research available. Attendees will Learn: How referrals actually happen (it s not what you think ) Why asking for referrals backfires How to be the person your clients will refer How to train your clients to refer you every time they meet a good prospect How to use LinkedIn to find prospects for your clients to introduce you to How to cultivate centers of influence How to design your own referral marketing plan Featured Speaker: Stephen Wershing, CFP, coaches financial advisors on how to create and implement referral marketing plans. His firm, The Client Driven Practice, teaches advisors how to focus their business on what clients value most and make this the center of their communication strategy, resulting in elevated productivity, higher profitability, and dramatically increased referrals. Steve entered the investment and financial planning industry in The Society News May 2013

4 SPONSORS We wish to thank the following corporate sponsors for the Chapter this year. 4 The Society News May 2013

5 Kansas City Chapter 8826 Santa Fe Drive, Suite 208 Overland Park, KS org/kansascity BOARD OF DIRECTORS Officers President James W. Boldt, CLU, ChFC, LUTCF (913) Vice President Kevin L. Petracek, CFP, JD, LLM, CPA (913) Secretary Jeffrey T. King, MBA (816) Treasurer Jason Hannaman, CPA, CEBS (913) Past President Maris A. Haster, CLU (816) Directors John Azodi, CPA (816) Donald E. Childers, CLU, ChFC (913) Rusty Gallagher (913) Tim L. Vannoy, CLU, ChFC, CFP (913) Executive Director Sandra L. Sabanske, MBA (913) FSP, Kansas City Chapter REGISTRATION FORM Name Phone Company Please sign me up for May 9, 2013 Roundtable N/C members, $35 guests Name of Guest ENCLOSED is $, check made payable to SFSP PLEASE CHARGE $ to my Mastercard/Visa/Amex No. Expir date Signature of cardholder Send to: Kansas City Chapter, Society of FSP 8826 Santa Fe Drive, Suite 208, Overland Park, KS or fax to: (913) Alternative Ways to Register: - Call Go to Calendar page on web site: 5 The Society News May 2013

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