Tag Archives: Education

Coffee with Michele, Jan and Diana November 2017

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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!

Wine Tasting with Jan and Michele

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Come to the Education Room at Total Wine and More in Manchester, MO with your financial planning and tax questions and enjoy some wine with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark, CFP®, CRPC® and Jan Roberg, Enrolled Agent.

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 some time with us.

Open to registered attendees only, due to the size of the room.

RSVP at Roberg Tax Solutions or call 636-264-0732.

Wine with Michele and Jan
Town and Country in Manchester Meadows
Tuesday, October 24th at 5:30 pm.
13887 Manchester Road
Ballwin, MO 63011

Hope to see you there!

Michele Clark in the News: US News and World Report about College Planning and Grandparents

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I was honored to help US News and World Report recently in their article “How Grandparents Can Help Save for College”  the author of the article and I discussed how difficult it can be for families to discuss money and saving for college and different ways to broach the subject.  We also discussed how the money that a Grandparent has saved for a grandchild can sometimes hurt their financial aid prospects depending on how it is managed.  We also discussed different investment vehicles and the pros and cons of each.

Michele Clark in the News: US News and World Report about Mistakes Grandparents Make When Helping Pay for College

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I was honored to help US News and World Report recently in their article “6 Mistakes Grandparents Make When Helping Pay for College”   we had a nice long conversation which was used for a couple of articles.   Discussed in this article are making sure that you do not miss tax breaks, that if you choose to use savings bonds that you title them correctly, and that you are careful about the timing of your gift to the grandchild so that you do not harm their financial aid chances.

Garrett Planning Network Retreat 2017

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I was recently out of the St. Louis area for a bit while I attended The Garrett Planning Network 17th Annual Retreat which was held in Denver, Colorado.   I am a member of the Garrett Planning Network which is an international group of financial planners / investment advisors.  Each member of the network owns their own firm. I have written about the Garrett Planning Network before.  This was the ninth year I have gone.

I attended the conference and earned continuing education credits by going to various educational programs, which I need so that I can keep my designations and licenses such as:

  • CERTIFIED FINANCIAL PLANNER™
  • NAPFA Registered Financial Advisor
  • CHARTERED RETIREMENT PLANNING COUNSELOR℠

For example, I have to have 60 hours of continuing education every two years as a NAPFA Registered Financial Advisor.

During the four day conference, I attended various educational programs such as:

  • What Goes into a Plan for the Later Years of Life?
  • Retirement Income Showdown: Risk Premium vs. Risk Pooling
  • How You Can Help Your Clients Cut Their College Costs
  • Why All the Buzz about Reverse Mortgages
  • The State of Fiduciary Rules for Fee-Only Investment Advisors
  • Big Insurance Theories
  • How to Use Reverse Mortgages to Secure Yur Retirement
  • Long Term Care Planning: Leveraging Your Client’s Risks
  • And others

You can see some of the live tweeting that I did at the conference under my Twitter handle @HourlyPlanner.  You do not need a Twitter account.

The Garrett Planning Network has several educational conference calls each month, and the members interact on an internal forum to help each other with more complex planning cases on a daily basis.  One of the most beneficial outcomes of my annual trip to this retreat is getting together with this group, sharing ideas, and getting updates from these amazing colleagues in person.  It is something I look forward to all year!