Tuesday, August 22, 2017
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Welcome

 

Welcome to the website for the St. Louis Chapter of The Financial Executives Networking Group ("The FENG"). 

Our organization provides senior financial executives with an easy way to network exclusively with other senior financial executives and to share workplace challenges, transition experiences and job leads.  The group began in 1991 with a few friends who met regularly in a library.  Over time, that FENG "circle of friends" has grown to over 40,000 members.

Visit our national website:

  http://www.thefeng.org

Our website is an interactive web community designed to help members and partners exchange ideas and access resources in a rich, secure environment. 

For members of our chapter and chapter partners, please login to get full access to our web community.  If you are a national FENG member and would like access to our community, send an email to

info@thefengstl.org to request access.  For all other visitors, we hope that you will take a tour and learn more about us.   Should you have questions, we encourage you to Contact Us.

Enjoy your tour and thank you for visiting our website.

Tony Accurso
FENG St. Louis Chapter Chair
chapter-chair@thefengstl.org
(314) 795-9151


 

 

Upcoming Public Events

QUARTERLY FENG FORUM
(See our calendar for a full list of public and member only events)

"Managing the Spend Down - Increasing your odds of achieving your financial goals"

Presented by
Elliot Dole, Buckingham Asset Management

 Presentation

Date:  Thursday, June 22, 2017  
     
Time:  7:30 - 8:00 a.m. - Networking & Complimentary Continental Breakfast  
   8:00 - 9:00 a.m. - Presentation  
     
Location:  The Lodge of Des Peres  
   1050 Des Peres Road  
   Des Peres, Missouri 63131  
   http://www.desperesmo.org/index.aspx?nid=77  
     
RSVP:  fengforum@thefengstl.org  
   Reservation deadline is June 21, 2017  
     
Presentation:  

Hopefully you have been successful in accumulating assets to reach financial independence. Your success was driven by an accumulation skill set - saving as much as possible, saving as early as possible, and making smart decisions with money. But when you are approaching retirement, you are faced with a new situation requiring a whole new skill set. How can you be successful spending down your portfolio while still meeting your goals and increasing the chances of NOT running out of money? This topic should be of particular interest to “Baby Boomers”, but should also be of interest to anyone planning their retirement. Most successful investors have an allocation plan, but very few have a written Spend Down plan, a key component of retirement planning. Elliot Dole, Wealth Advisor at Buckingham Strategic Wealth will present key Spend Down concepts discussing specific opportunities to manage tax costs in retirement. Rather than the old approach of only minimizing taxes in the current year, a Spend Down plan takes a long term view of tax management. This multi-dimensional approach traverses investment, tax, and wealth transfer planning.

 
     
Presenter:

Elliot Dole holds CFP® certification and is an Enrolled Agent. He has been in the investment industry since 2000, and an advisor at Buckingham since 2009. Elliot earned his MBA with a Finance concentration, and is completing an MS in Taxation.

 

 

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