Michele Clark
Clark Hourly Financial Planning - Chesterfield, MO Advisor
1415 Elbridge Payne Road, Suite 255
Chesterfield, MO 63017 USA
Work 636.264.0732
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Coffee with Michele, Jan and Diana November 2017

October 6th, 2017

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!

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Coffee with Michele Clark, CFP® and Jan December 2017

October 6th, 2017

We want to invite you to join us in the Community Room at Kaldi’s in Chesterfield, MO.  Bring your financial planning and tax questions and enjoy a cup of coffee with Michele Clark CERTIFIED FINANCIAL PLANNERTM professional in St. Louis and Jan Roberg, Enrolled Agent.

Financial Planning and Tax Questions Answered

There is no prepared presentation, just a casual conversation in a comfortable 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.

Coffee with Michele Clark and Jan

Kaldi’s Coffee Chesterfield, MO
Wednesday, December 13th, 2017
10:30 am to 11:30 am

RSVP Information

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.

Hope to see you there!

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Wine Tasting with Jan and Michele

October 6th, 2017

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!

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

September 27th, 2017

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.

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

September 27th, 2017

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.

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