October 2018 Luncheon Meeting

Performance Excellence -

Asset Acquisition Success Through Community Involvement and Philanthropic Planning

Speaker: Susan E. Kay

Meeting Description

Please note that the meeting description has changed. This session will focus on philanthropic planning.

Advisors will gain from this session:

How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”.

How to be a Family Wealth Management Advisor through philanthropic planning with clients.

How to create events that honor clients and the charities they support.

How to be involved in their community.

1.5 hours CFP CE will be available for this session pending approval by the CFP Board.

Featured Partner: Todd Barney, OppenheimerFunds

Speaker Biography

Susan E. Kay is a vice president and a director of business development at MFS Fund Distributors, Inc.�, a subsidiary of MFS Investment Management� (MFS�). She has been with MFS for more than 25 years.

Susan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have essentially created raving fans out of their clients.

Susan has lectured widely and is frequently invited to speak on a variety of topics, ranging from developing a client-centric practice and exceeding client expectations to marketing oneself effectively. She shares ideas that develop strong generational reach and tactics that create unparalleled five-star experiences, lectures on using community involvement as a driver for acquiring new clients, highlights strategies for engaging clients in philanthropic planning and reveals tactics that lead to success in marketing to women. She is known for her competence and experience in developing practice strategies in the industry.

Susan is a 13-year member of the National Speakers Association.

Pricing and Registration (Lunch is included)

Register early! Advanced pricing is available through October 8th:

FPA Members and First Time Visitors: $40
Non-Members: $60

After October 8th:

FPA Members: $60
All Non-members: $75

Online Registration is open through Monday, October 8th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, October 9th.