KC Education Seminar

Plan Now for the KC Education Seminar

The 2009 Education Seminar will provide information to assist investors in making investment decisions in the current market and in longer term planning.  Three excellent educational presentations are currently scheduled during the seminar.

Andrew Schmitt, CEO of Layne Christensen Company headquartered in the Kansas City area, will be one presenter.

Cindy Richey of Prosperity Planning will address the changing retirement landscape and estate planning with the topic “Real World Retirement Planning.”

Richard Romey will discuss EFTs.  He is the founder and chief investment strategist of ETF Portfolio Solutions, a fee-based investment advisory firm that offers investors access to portfolios comprised entirely of exchange-traded funds (ETFs). Richard is the author of Strategic Index Investing – Unlocking the Power of Exchange-Traded Index Funds

A short Annual Meeting of KC BI will also be included in the schedule to cover business related to the local chapter and its members.

Name Sales End Price Fee
BI/NAIC Member   Ended $25 $0.99
Non BI/NAIC Member   Ended $30 $0.99

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