Coffee with Michele Clark, CFP® and Jan June 2018

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and tax questions and enjoy a cup of coffee with Michele Clark CERTIFIED FINANCIAL PLANNERTM professional in St. Louis and Jan Roberg, enrolled agent.

Financial Planning and Tax Planning Questions Answered

There is no prepared presentation, just a casual conversation in a small group environment; your opportunity to pick our brains. Feel free to invite family or friends who could benefit from an hour with us. Open to registered attendees only, due to the size of the room.

Coffee with Michele Clark and Jan
Kaldi’s Coffee Chesterfield, MO
Wednesday, June 20, 2018
10:30 am to 11:30 am

RSVP Information
RSVP online Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732. Space is limited. Coffee and pastries are complimentary.

Kaldi’s Coffee Chesterfield address and map
The Community Room is an enclosed room in the back of the coffee shop.

We hope you can join us!

Coffee with Michele, Jan and Diana November 2017

Come to the Community Room at Kaldi’s in Chesterfield with your financial planning, tax, and Medicare questions and enjoy a cup of coffee with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark, Jan Roberg, Enrolled Agent, and Diana Wilson, Health Insurance Professional.

There is no prepared presentation, just a casual conversation in a small group environment; your opportunity to pick our brains. Feel free to invite family or friends who could benefit from an hour with us. Open to registered attendees only, due to the size of the room.

It will be Medicare season, bring your questions.

Coffee with Michele, Jan, and Diana
Kaldi’s Coffee Chesterfield
Wednesday, November 8th
10:30 am to 11:30 am

RSVP online Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732. Space is limited. Coffee and pastries are complimentary.

Kaldi’s Coffee Chesterfield Missouri address and map. The Community Room is an enclosed room in the back of the coffee shop.

We hope you can join us!

Coffee with Michele Clark, CFP® and Jan July 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and tax questions and enjoy a cup of coffee with Michele Clark CERTIFIED FINANCIAL PLANNERTM professional in St. Louis and Jan Roberg Enrolled Agent.

Financial Planning and Tax Planning Questions Answered

There is no prepared presentation, just a casual conversation in a small group environment; your opportunity to pick our brains.  Feel free to invite family or friends who could benefit from an hour with us.  Open to registered attendees only, due to the size of the room.

Coffee with Michele Clark and Jan Roberg

Kaldi’s Coffee Chesterfield, MO
Wednesday, July 12, 2017
10:30 am to 11:30 am

RSVP Information
RSVP online Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.
Space is limited.  Coffee and pastries are complimentary.

Kaldi’s Coffee Chesterfield address and map
The Community Room is an enclosed room in the back of the coffee shop.

We hope you can join us!

Coffee with Michele Clark, CFP® and Friends May 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and long-term care, life, and disability insurance questions and enjoy a cup of coffee with Michele Clark CERTIFIED FINANCIAL PLANNERTM professional in St. Louis.  Michele has invited insurance brokers to be at the event to be able to answer your questions.

There is no prepared presentation, just a casual conversation in a small group environment; your opportunity to pick our brains.  Feel free to invite family or friends who could benefit from an hour with us.  Open to registered attendees only, due to the size of the room.

Financial Planning and Insurance Questions Answered

Coffee with Michele Clark and Friends 

Kaldi’s Coffee Chesterfield, MO
Wednesday, May 10th, 2017
10:30 am to 11:30 am

RSVP Information
RSVP online Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.  Space is limited.  Coffee and pastries are complimentary.

Kaldi’s Coffee Chesterfield address and map
The Community Room is an enclosed room in the back of the coffee shop.

We hope you can join us!

Coffee with Michele Clark, CFP ® and Friends March 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and health insurance questions and enjoy a cup of coffee with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark and Diana Wilson health insurance professional.

There is no prepared presentation, just a casual conversation in a small group environment; your opportunity to pick our brains.  Feel free to invite family or friends who could benefit from an hour with us.  Open to registered attendees only, due to the size of the room.  RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.

You may have health insurance questions like:

  • What is the difference between private insurance and the marketplace?
  • What is Medicare Part A, B, and D and what does it cover?
  • How does a Medicare supplement work?
  • What is Medicare Advantage?
  • What is the donut hole I hear about?
  • How does COBRA play a part in this?
  • How does the ACA tax credit work?

Or maybe you just really like pastries and coffee.  We would love to see you.

Financial Planning and Health Insurance Questions Answered

Coffee with Michele and Friends
Kaldi’s Coffee Chesterfield, MO
Wednesday, March 8, 2017
10:30 am to 11:30 am

RSVP Information

RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.

Kaldi’s Coffee Chesterfield, MO address and map