Event by
Greater St. Louis Chapter of WIFS
WIFS Invites You To: Practice What You Preach ~ Control Your Career Path, by Karen Evans!
WIFS Invites You To: Practice What You Preach ~ Control Your Career Path, by Karen Evans!
Wednesday, February 27, 2019 at 11:30 AM to 1:00 PM (CST)
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Il Bel Lago
11631 Olive BoulevardCreve Coeur, Missouri, United States 63141
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Practice What You Preach ~ Control Your Career Path
by Karen Evans!
You are invited to join us for lunch with Karen Evans! Karen will speak about empowering you to take control of your career path and how she built her financial advising practice. She will take you through her journey and how she navigated through the various headwinds of growing a practice. What worked and what didn’t? What are realistic expectations? What she wishes someone would have warned her about.
RSVP TODAY! SCROLL DOWN TO REGISTER FOR THIS MONTH'S EVENT
AGENDA
11:25 - 11:35 Registration
11:35 - 11:45 WIFS Welcome
11:45 - 12:50 Lunch and Presentation
12:50 - 1:00 Wrap Up
ABOUT OUR SPEAKERKaren J. Evans
Karen is a CERTIFIED FINANCIAL PLANNER™ and founding partner of her original firm in 1999. This entity rebranded as Six Point Financial Group in 2015. She has worked in the financial planning industry for over 25 years and currently runs her independent financial advisory practice centered on trusted client relationships residing in 11 different states. Karen specializes in providing detailed investment, insurance, tax and estate planning advice for an individual or couple as well as the actual management of investment assets. Additionally, her services include ensuring a smooth transition for the passage of wealth. Karen has been featured on Fox 2 News St. Louis, KSDK 5, and is a sought-after public speaker on personal financial management. Karen is a past Board President and currently a lifetime board member for the St. Louis Crisis Nursery, a local non-profit organization dedicated to the prevention of child abuse.
FAQs
Must I be a member to come?
No, for the monthly meeting, you do NOT need to be a Member. You may join us as a guest for three (3) meetings before you choose to join us as a Member. We'd be remiss if we didn't mention, however, that along with a plethora of other benfits to members, every meeting fee is reduced for those who are already Members at the national and local level. If you think you may want to join as a Member to enjoy these perks, please visit our national site HERE and do so BEFORE you register for the event to take advantage of reduced Member meeting fees immediately. (note that national dues are pro-rated at the time you register and that there is an additional nominal annual fee payable to the local chapter so make sure you select "St. Louis" when selecting your local chapter)
Is this only for Insurance Agents?
Not at all! The organization serves women in ALL financial services. For instance, CPA's, Tax Attorneys, Bookkeepers, Financial Planners & Advisors, Bankers, etc. Learn about the benefits of joining the organization at the local chapter level HERE.
When are monthly meetings?
Greater St. Louis Chapter WIFS typcially meets every FOURTH WEDNESDAY of the month, with the exception of November and December, to accommodate winter holidays. We also do not have a meeting in July as our Members find it's a time when they prefer to enjoy summertime fun.
What is the refund policy?
Because we are obligated to make arrangements with the venue to include you well in advance, once you've registered for the meeting, we will be billed for your lunch. Therefore, we hope you understand that WE CANNOT ISSUE REFUNDS once tickets have been submitted online and purchased.
What if I don't have a PayPal account when I register?
No problem. While most people find it convenient to use their PayPal acccount, we like to give you options. When the PayPal link loads up, simple choose to "CHECK OUT AS A GUEST". You'll then be able to enter your credit card information as you would for any other online purchase.
Where can I contact the organizer with any questions?
Please email stephanie@businessandestateplanning.com with any questions you may have. Be sure to put "WIFS Meeting Registration" in the Subject Line.
Is my registration/ticket transferable?
Your registration/ticket is transferable to another attendee however, you must UPDATE YOUR RESERVATION ONLINE 24 HOURS PRIOR to the start of the meeting. Registrations are NOT transferable between events. NOTE: Since we must give a headcount to the venue ahead of time, WIFS Greater St. Louis Chapter cannot guarantee that meal accommodations can be met with transferred registrations. We will make a "best effort" to accommodate you, however we request you contact WIFS directly at stephanie@businessandestateplanning.com to address any specific dietary restrictions due to health reasons. Be sure to put "WIFS Meeting Registration Transfer" in the Subject Line.
Big Thanks to our Sponsors
2019 Sponsors Coming Soon!
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Il Bel Lago
11631 Olive BoulevardCreve Coeur, Missouri, United States 63141
Get directions »