The Society News Kansas City Chapter

Transcription

1 The Society News Kansas City Chapter Thursday, May 10, :30 AM - 9:30 AM Doubletree Hotel College Blvd. & I-69 Overland Park, KS Registration fees: N/C for members, $35 for guests CE Credits Not applicable Four ways to register: (1) use the form on the back page (2) send an to sfsp@sbcglobal.net (3) Go to the calendar at City and click on the link for the meeting (4) click on the link below: com/register/event?llr=hpyy yvbab&oeidk=a07e5vffjv6fc9 6360b How Not to Be the Big Bull in the Financial Services Arena Tom Weyer is a 30+ year veteran of the life insurance industry. He began his career with Mutual of New York, MONEY in the late 70 s. He is a graduate of the University of Notre Dame where he was a star rugby player and roommate to future Pittsburgh Steeler star running-back Rocky Blier. In 2001 Tom had the privilege to help toast Rocky on very popular ESPN NFL Roast. Through out his career Tom has been a MDRT top performing agent and General Agent. He now serves as Vice President of Training for Aviva Life & Annuity located in Des Moines Iowa. Tom travels the country training agents on the application of Index Universal Life products in today s marketplace. An insurance professional by day and a humorist by night, Tom has performed as MC of numerous corporate sales meetings, award programs and Chicago funerals. A popular national speaker and educator Tom brings his understanding or the financial service industry and his special sense of humor to the challenges we face everyday in our businesses. Tom Weyer is a one-in-a-million presenter that you don t want to miss! We will also be electing and installing new officers and directors for the coming year. Because this will be a packed meeting, please note that our time has been extended from 7:30-9:30 am. Plan to join us! Our Meeting Sponsor: MAY 2012 Volume 11, No Santa Fe Drive, Suite 208, Overland Park, KS (913) (913) fax sfsp@sbcglobal.net

2 A View of the Kauffman Reception More than 70 people joined us at the Kauffman Center for Performing Arts on April 26 for food and drinks, followed by a tour. A good time was had by all! Our thanks to our Event Sponsors: 2 The Society News May 2012

3 The Edge President s Message by Maris Haster, CLU, FLMI, President A membership brochure states that our association is the experience that gives us the edge. One of the FSP primary goals is helping our members excel in the world of financial services thereby giving us that edge for success in our business endeavors. On consideration, we might believe that this edge refers to greater knowledge and awareness, more success and income potential.indeed all of these aspirations. I would like to submit that our true edge is connecting to other dedicated and committed professionals, networking for new ideas and resources, and building relationships that last a lifetime. The old adage (my Mom often shared with me) says it s not WHAT you know, it s WHO you know. We have had a memorable and successful year in many ways due to YOU, our new and tenured members. Thank you for your contribution and commitment to our chapter. Two years ago, President Bill Magee, stated so aptly in his closing message: our strength has been the dedication of our members and the foundation of the members who were involved before us. The Social Events. We started and ended the chapter year with outstanding social events for networking, recruiting efforts, excellent venues and just plain fun! Last September, we braved an unusually chilly evening for our Royals Nite at the K (we won!) and just recently held an amazing membership appreciation event at the new Kauffman Center for the Performing Arts. The Roundtable Meetings. Year after year we include broad program offerings with robust topics and excellent speakers and this year proved once again why our attendance is consistent and above the national average. Topics for education, professionalism and discussion included Marketing: Gaining Referrals, Use of Globally Balanced Portfolios, Charitable Financial Opportunities, the ever popular Tax Update and the local and regional Economic Outlook by the Federal Reserve, Estate Planning, Ethics in Action, Social Media and last but not least, our Annual Meeting with Tom Weyer, a nationally recognized speaker. The Study Groups.These popular small group sessions have been well attended for cutting-edge case studies in diverse disciplines. Our FSP national liaison, Mike O Neill, CLU, ChFC has been proactive and dedicated in these quarterly education and networking offerings. The Study Groups will help foster mentorship programs and promote recruitment of younger and diverse professionals. The Sponsors..We are extremely fortunate to have a vibrant sponsorship program due to the hard work and dedication of board member, Eloise Glaspie, CLU, ChFC. Her tremendous efforts have secured Sponsors for our Roundtable Meetings, Social Events and Newsletters. A huge THANK YOU to all of our sponsors we sincerely appreciate your participation and support. As members, please recognize, support and thank these sponsors. Our membership numbers are down and we struggle to meet our membership goals this year for retention and recruitment. We are encouraged by the fact that we are bringing in more members of various disciplines as well as younger members. Our Board s annual planning meeting is on June 8 th where we will brainstorm, plan and prepare our goals for the year. We welcome your input for our chapter growth, programs and events. Please your ideas to me (marisann2@gmail.com) or any of the Board members. I want to express my deepest gratitude to the Board of Officers and Directors for their exceptional synergy, service and support. Their ideas, enthusiasm and humor have made it a great pleasure to serve alongside them. We could not function as a vibrant chapter without our Executive Director, Sandra Sabanske, MBA. She provides not only the administrative backbone but the chapter continuity and historical perspective from year to year as new Board officers/directors come and go. It has been an honor and a privilege to serve as your President. It is my distinct pleasure to turn over this office to my past colleague, mentor and good friend, Jim Boldt, CLU, ChFC. Now there s a guy with the edge! I really look forward to serving another year with Jim and the rest of the Board. Have a great summer and see you back in September! 3 The Society News May 2012

4 Slate of Officers and Directors for Coming Year The Nominations Committee is pleased to present the following slate for a vote at the Annual Meeting: President VP/Pres Elect Secretary Treasurer James W. Boldt, CLU, ChFC, LUTCF - Allstate Financial Services Kevin L. Petracek, CFP, CPA, JD, LL.M. - Parman & Easterday, LLP Jeffrey T. King, MBA - Edward Jones Jason Hannaman, CPA, CEBS - MHM Retirement Plan Solutions Directors John Azodi, CPA - Azodi CPA & Investments, PC John Christensen, JD, CFP - BlueCreek Investment Partners Rusty Gallagher - Mariner Wealth Advisors Timothy L. Vannoy, CLU,. ChFC, CFP - Allstate Financial Services And they will be joined by Maris Haster, CLU, FLMI, past president. ECONOMICS Dr.Christopher Kuehl - Sept 13 We will kick off the new year in September with Dr. Chris Kuehl, Managing Director of Armada Corporate Intelligence and one of its co-founders. He is Armada s economic analyst and has worked with a wide variety of private clients and professional associations. He is the Chief Economist for the National Association for Credit Management and is on the Board of Advisors for their global division Finance, Credit and International Business. He prepares NACM s monthly Credit Managers Index. He is the Economic Analyst for the Fabricators and Manufacturers Association and writes their bi-weekly publication, Fabrinomics, which details the impact of economic trends on the manufacturer. Chris is the chief editor for the Business Intelligence Briefs, distributed all over the world by business organizations and he is one of the primary writers (with Keith Prather) for the Executive Intelligence Briefs. He also makes close to a hundred presentations each year to business and industry associations in the US and overseas. He is on the Board of the Business Information Industry Association in Hong Kong and serves as a resource for the media and for many trade publications. Chris has a doctorate in Political Economics and advanced degrees in Soviet Studies and Asian Studies and was a professor of international economics and finance for over 15 years prior to starting Armada. He is a regular economic/ business analyst for KMBZ adio, KSHB-TV (local NBC affiliate) and has been extensively quoted in national newspapers, magazine and trade publications. Study Groups Continue through the Summer We have study groups scheduled for May 23 and July 25. These are held at the offices of Mariner Wealth Advisors from 4-6 pm. Mark your calendar and join us! Watch your s for further details. Check us out on LinkedIn SFSP Kansas City Chapter KansasCity 4 The Society News May 2012

5 SPONSORS We wish to thank the following corporate sponsors for the Chapter this year. We would not have been able to bring you the excellent programs this year without their support. Azodi CPA & Associates LP Brokerage Unlimited & Curian Capital, LLC 5 The Society News May 2012

6 Kansas City Chapter 8826 Santa Fe Drive, Suite 208 Overland Park, KS KansasCity BOARD OF DIRECTORS Officers President Maris A. Haster, CLU (816) Vice President James W. Boldt, CLU, ChFC, LUTCF (913) Secretary/Treasurer Kevin L. Petracek, CFP, JD, LLM, CPA (913) Past President Troy Bender, CLU, ChFC, MSM, MSFS (816) Directors John Azodi, CPA (816) John Christensen, J.D., CFP (913) Jason Hannaman, CPA, CEBS (913) M. Eloise Glaspie (800) x214 Jeffrey T. King, MBA (816) jeff.t.king#edwardjones.com Executive Director Sandra L. Sabanske, MBA (913) Kansas City Chapter, SFSP REGISTRATION FORM Name Phone Company Please sign me up for May 10, 2012 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) The Society News May 2012