Featured Speaker

Jennifer Easterwood and Craig Fisch

Financial Associates

Big Benefits for Small Business

In this workshop, Jennifer Easterwood will demonstrate the unique online quoting system for Group or Individual Health that allows a potential client the ability to shop the marketplace for health and dental insurance. You can review quotes from such companies as Aetna, Assurant, Blue Cross, United Healthcare, Coventry and Humana instantly on a single comparison sheet. You can research premiums and coverage from all the major carriers, locate network doctors, review the plan brochures and apply online. She will also discuss the IRS 105 Plan that can help small businesses reduce their taxes up to $3,000 per year.

Craig Fisch will show small business owners what it takes to start or roll over their Retirement Plan. The two main plans that will be discussed are Waddell & Reed’s Exclusive(k) and the Simple IRA. He will explain which plan type is most appropriate for different sized businesses, including those with no additional employees. Both of these plans offer the business owner the opportunity to invest a larger part of their income than they could in an individual IRA, which could substantially affect how much money they accumulate for retirement.

Bios

Jennifer Easterwood is an insurance agent with Financial Associates. They are one of the largest health, dental and life insurance agencies in the United States. Jen works with individuals and small businesses, and represents all the major carriers including Blue Cross, Aetna, United Healthcare, Coventry and Humana.  Jen and Financial Associates pride themselves on putting customer service at the top of the list. Jen makes Prairie Village her home, has a teenage daughter, and is an avid runner.

Craig Fisch is a Financial Advisor with Waddell & Reed, Inc. He works with small businesses and business owners on personal wealth management and company Retirement Plans. He also handles insurance for buy/sell agreements and succession plans. He is the co-host of a weekly radio program, “Coaching Your Money,” heard every Wednesday at 3PM on Hot Talk 1510AM KCTE. Craig and his wife Gina have been married 30 years, and make Lenexa their home. They have three grown children. In his spare time, Craig enjoys golf, tennis, fine wine and traveling, and a little Rock Band for pure fun.

Some of Kansas City's finest business owners will be speaking at this event.

Featured Speakers:

10:30
Jim Patterson
Mobile Symmetry

11:15
Barbara Zeigler
Business Solutions Resource, Inc

Noon
Dan Stalp
Brooks Associates/Sandler Training

1:30
Marcie Olinger
The Entreprenuers Source

2:15
Todd Natenberg
TBN Sales Solutions

3:00
Tameka Bryant
Author

3:45
David Barnes
Sweet Spot
Marketing

4:30
Bethany Spilde
Social Buzz Media

5:15
Richard Gier
Law Office of Rick E. Gier, PA

At the 2008 event there were over 35 items given away as door prizes. The average value of the give-a-ways was $125.

Don't miss out on this wonderful opportunity to network for free and possibly win some nice gifts.