FPA of Greater St. Louis | Financial Planning Association

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Thursday, November 7, 2024 -- 3:30 p.m. - DoubleTree Hotel Chesterfield

Post Election Estate Planning presented by Brian Seigel

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Thurs. December 5, 2024 - 3:30 p.m. DoubleTree Hotel Chesterfield

Annual Ethics Program

January 2025

Date and Topic to be announced

BUI

First Trust

ADK Wealth Advisors Group

Franklin Templeton

Jason Sandfort, CFP®

President and Program Committee Chair

Angell Capital Management, LLC

Alan Robbins, CFP®

Immediate Past President

Northwestern Mutual

Andrew Zumwalt, CFP®

Education Committee Chair

University of Missouri – Columbia

Nathan Holt, CFP®

Membership Chair

Dan Hummert, CFP®

Public Relations Committee Chair

St. Louis Retirement Advisors

Steve Bruce

Partner & Sponsor Committee Chair

Whitey Holt, CFP®

Plaza Advisory Group

Meagen L. Wagner, CFP®

Jim Susman

Chapter Executive

FPA of Greater St. Louis