July Chapter Meeting Via Zoom

July Presentation - Stacy Sloas, CFP®, CSA

"Financial Planning Pitfalls for Families, Seniors, and Business Owners"

We have all heard the saying: “You don’t know what you don’t know”.  This is abundantly true in financial planning.

Stacy will cover a plethora of topics that will inspire you to take a deeper dive into your own financial planning and push those around you to do the same.

  At an early age, Stacy became the ‘Financial Advisor’ of the family after her father passed away leaving much of the family confused and lost about their finances.  Stacy began her career in the financial services industry in 2012 and joined Krilogy® in 2016, continuing her career as a Wealth Advisor. As Stacy’s practice grew, her passion grew for a specific niche of clients – senior citizens – likely stemming from her childhood memories guiding the elders in her family. In order to better serve seniors, Stacy sought the CSA – Certified Senior Advisor^® designation that gives her a foundation of knowledge on topics specific to seniors. This includes Social Security, Medicare, income planning, estate planning, long term care, and even behavioral training in order to help educate, guide, and protect seniors through the aging process. Krilogy® is an independent RIA and custodies client’s assets at Charles Schwab.

Meeting Format (TIMES ARE IN THE CENTRAL TIME ZONE)

• 9:45am - 10:00am     Optional: Early Login for Socializing/Networking
• 10:00am - 10:20am   Welcome and Introductions
• 10:20am - 10:30am   Business Partner Spotlight
• 10:30am - 11:20am   Featured Program
• 11:20am - 11:45am   Announcements and Wrap Up
• 11:45am - 12:15pm   (Optional) Q&A Session for New Organizers

Since our meeting is being held on Zoom, for safety and privacy we will send out the specific link to join our meeting the day before our meeting, on Sunday, July 11th. 

Chapter members can choose to attend or not attend, no RSVP required.