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 Clark, CFP® and Jan July 2017

June 19th, 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with 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 Planning Questions Answered

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.

Coffee with Michele Clark and Jan Roberg

Kaldi’s Coffee Chesterfield, MO
Wednesday, July 12, 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 address and map
The Community Room is an enclosed room in the back of the coffee shop.

We hope you can join us!

Related Posts:

Coffee with Michele Clark, CFP® and Friends May 2017

May 5th, 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and long-term care, life, and disability insurance questions and enjoy a cup of coffee with Michele Clark CERTIFIED FINANCIAL PLANNERTM professional in St. Louis.  Michele has invited insurance brokers to be at the event to be able to answer your questions.

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.

Financial Planning and Insurance Questions Answered

Coffee with Michele Clark and Friends 

Kaldi’s Coffee Chesterfield, MO
Wednesday, May 10th, 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 address and map
The Community Room is an enclosed room in the back of the coffee shop.

We hope you can join us!

Related Posts:

Coffee with Michele Clark, CFP ® and Friends March 2017

February 24th, 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and health insurance questions and enjoy a cup of coffee with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark 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.  RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.

You may have health insurance questions like:

  • What is the difference between private insurance and the marketplace?
  • What is Medicare Part A, B, and D and what does it cover?
  • How does a Medicare supplement work?
  • What is Medicare Advantage?
  • What is the donut hole I hear about?
  • How does COBRA play a part in this?
  • How does the ACA tax credit work?

Or maybe you just really like pastries and coffee.  We would love to see you.

Financial Planning and Health Insurance Questions Answered

Coffee with Michele and Friends
Kaldi’s Coffee Chesterfield, MO
Wednesday, March 8, 2017
10:30 am to 11:30 am

RSVP Information

RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.

Kaldi’s Coffee Chesterfield, MO address and map

Related Posts:

Coffee with Michele Clark, CFP ® and Friends February 2017

February 1st, 2017

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and life and disability insurance questions and enjoy a cup of coffee with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark and David Walsh Investment Advisor Representative.

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.  RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.

During tax season, Jan will be tending to her tax clients so I will be inviting a variety of other professionals to sit in with me during my coffee events. You may have questions about how features on old cash value life insurance policies work or how to think through how much life insurance you really should have.  Or questions about disability insurance when you have a large portion of your income from variable compensation. Or you might have a special needs child or grandchild and need to learn how to provide care for their lifetime.

Or maybe you just really like pastries and coffee.  We would love to see you.

Financial Planning and Life and Disability Insurance Questions Answered

Coffee with Michele and Friends
Kaldi’s Coffee Chesterfield, MO
Wednesday, February 8, 2017
10:30 am to 11:30 am

RSVP Information

RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.

Kaldi’s Coffee Chesterfield, MO address and map

Related Posts:

Coffee with Michele Clark, CFP ® and Jan December 2016

November 9th, 2016

Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and tax questions and enjoy a cup of coffee with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark 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 an hour with us.  Open to registered attendees only, due to the size of the room.

Financial Planning and Tax Questions Answered

Coffee with Michele and Jan
Kaldi’s Coffee Chesterfield, MO
Wednesday December 7, 2016
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.

Kaldi’s Coffee Chesterfield, MO address and map

Related Posts:

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