FX May Luncheon: Behavioral health

Behavioral health – what it means to you, your family and business

Though well-documented online and in print, entrepreneurial stress and its impacts are largely not discussed openly and honestly. If you’re feeling constant or periodic anxiousness – and especially the “I can’t get out of bed” type bordering on depression – that comes from managing any combination of clients, business fluctuations, transitions, aging parents, children or a household, then join FX of KC on Friday, May 31.

James McMillian, a licensed clinical professional counselor, will discuss the tell-tale signs of work-related stress, how to recognize them before it’s too late, and the resources available to help restore you. An experienced speaker with a marketing background, James is co-founder of Resolve, a Prairie Village-based team of clinicians specializing in family therapy and business consulting.

Together, we can raise awareness of the threats to our businesses, colleagues and families – and the potential solutions – that come with being a business owner, operator or solopreneur.

Friday, May 31st
11:30 a.m. – 1 p.m.
Check-in & networking begin at 11:30 a.m.
Presentation begins at Noon.
Lunch served at Noon.

Burg & Barrel
7042 W. 76th St.
Overland Park, KS 66204
913-444-0494

Cost: $20 Members & Associate Members, $35 Nonmembers
Cost includes presentation, meal, beverage, tax and tip.

RSVP by 11 p.m., Wednesday, May 29, 2019.

Anyone is welcome to attend at the appropriate rate. Non-members who register at the member rate will be asked to pay the remainder/difference upon arrival.

Space is limited. To ensure your spot, RSVP NO LATER than the deadline. Due to venue requirements and advance ordering, we regret to inform you that cancellations made with less than 24 hours’ notice cannot be refunded.

FX January Luncheon

It's Tax Time! What You Need to Know to Make It Through the Season - Jeff Green graphic

It’s Tax Time! What You Need to Know to Make It Through the Season

Knowing that it’s tax season can make any freelancer or small business owner shudder. It’s the very thing many creatives and savvy business owners dread. But it doesn’t have to be so difficult, if you know what you’re doing.

The Freelance Exchange is proud to invite our favorite accountant (and tax preparer for several Freelance Exchange members), Jeff Green of Green & Company, back for a lively and informative discussion on best practices for preparing your taxes. Green will also share what’s changed in the last year, and how the new tax law will impact small business owners.

About the Speaker

With more than 17 years of public accounting experience – including the last seven years committed to his own business – Jeff Green provides comprehensive accounting, audit, and tax services for businesses and individuals in the Kansas City metropolitan area. Jeff is a native of Memphis, Tennessee, has an MS in Taxation from the University of Memphis and a BS in Business Administration/Accounting from the University of Tennessee at Martin. He is a CPA, certified in Kansas and Missouri, and is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants.

Cost: $20 Members and Associate Members, $35 Nonmembers
Cost includes presentation, meal, beverage, tax and tip.

Friday, January 25, 2019

11:30 AM – 1:00 PM CST

RSVP by 11 p.m., Wednesday, January 23, 2019

Anyone is welcome to attend at the appropriate rate. Non-members who register at the member rate will be asked to pay the remainder/difference upon arrival.

Space is limited. To ensure your spot, RSVP NO LATER than the deadline. Due to venue requirements and advance ordering, we regret to inform you that cancellations made with less than 24 hours’ notice cannot be refunded.

FX November Luncheon

Finding Your Freelance Financial Foundation

Come learn strategies that can help you grow for later what you’re working so hard for today.

Join us for our monthly lunch and learn, when Certified Financial Planner® Brandy Branstetter will educate and empower us with tips for big-picture financial planning.

As freelancers, the endless cycle of prospecting, producing and admin often leaves little time—and for some, even less interest—to plan for the years ahead. A freelancer of sorts herself, Brandy founded Fresh Financial Planning in 2015, and knows all too well the ups and downs of cyclical income, and how to manage personal and family finances.

Brandy will cover these points at a high level:

  • Why it’s important to start thinking about your future today.
  • How to effectively save for short-term and long-term financial goals when living on a variable income.
  • How to utilize asset allocation for the best outcome for your future.
  • Know the difference between “tax-later, tax-now and tax-never again” savings vehicles.
  • Practical and easy retirement plan solutions for self-employed individuals.

About the speaker: Brandy Branstetter, CFP, founded Fresh Financial Planning following years of experience working for traditional wealth management firms. Seeking to create a more comprehensive and holistic relationship with her clients—and noticing a lack of engagement with female clients—she saw an opportunity to better serve them by striking out on her own. Though her clientele is mostly female, the guiding principles of her practice are universally applicable. A finance graduate of the University of Tulsa, Brandy in 2017 earned her Certified Financial Planning Certificate from Northwestern University.

Friday, November 30th
11:30 a.m. – 1 p.m.

Check-in & networking begin at 11:30 a.m.
Presentation begins at Noon.
Lunch served at Noon.

Maloney’s Sports Bar & Grill
7201 West 79th Street, Overland Park

Cost: $20 Members & Associate Members, $35 Nonmembers
Cost includes presentation, meal, beverage, tax and tip.
Anyone is welcome to attend at the appropriate rate. Non-members who register at the member rate will be asked to pay the remainder/difference upon arrival. Space is limited. To ensure your spot, RSVP NO LATER than the deadline, November 28, 11 p.m. Due to venue requirements and advance ordering, we regret to inform you that cancellations made with less than 24 hours’ notice cannot be refunded.