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2024 1st Quarter CAC Meeting

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upcoming Events

Dates	Venue	Address	Topic	Time
4/4	Cooper's Hawk Lees Summit M8	540 NW Chipman Rd Lees Summit, MO 64086	Taxes	6:30pm - 9:30pm
4/18	Mid-Continent Library Antioch Branch	6060 N Chestnut Ave, Gladstone, MO 64119	Taxes	6:30pm - 7:30pm
4/20	Mid-Continent Library Antioch Branch	6060 N Chestnut Ave, Gladstone, MO 64119	Taxes	6:30pm - 7:30pm

wdt_ID	Dates	Venue	Address	Topic	Time & Phone
6	4/20	Mid-Continent Library Antioch Branch	6060 N Chestnut Ave, Gladstone, MO 64119	Taxes 54 Community Room #1	6:30pm - 7:30pm (816) 454-1306

July 2024

Covered Writing - High Volatility

Covered Writing - Low Volatility

August 2024

Back Ratio

Speaker

John Link

John Link has been in the financial services industry for over 30 years and has always believed that the key to his clients financial success is tied to an educational process. It allows people to work from a position of strength when making their financial decisions. When working with John, you will experience a thoughtful approach as well as high quality information to help you reach your goals. John’s “Client First” approach is born out of a deep-seated belief in his two guiding principles: work hard and do the right thing. For these reasons, it
was a natural fit for John to pursue higher designations of professional and fiduciary responsibility in his life’s work. In accordance with his Fiduciary responsibilities, John adheres to the standards of prudence, loyalty, diligence and always puts the best interests of his clients first.

jennifer c . surmacz

President & Chief Counsel

Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy- to-understand options for each client based on their unique circumstances.
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.
Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.
Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s BON s and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

Other Events

Dates	Venue	Address	Topic	Time
3/23	Cooper’s Hawk Plaza m8	540 NW Chipman Rd Lees Summit, MO 64086	Taxes	6:30pm – 9:30pm
4/4	Cooper’s Hawk Lees Summit M8	540 NW Chipman Rd Lees Summit, MO 64086	Taxes	6:30pm – 9:30pm

Dates	Venue	Address	Topic
3/7	Mid-Continent Library Lees Summit Branch	150 NW Oldham Pkwy Lees Summit, MO 64081	Taxes
3/9	Mid-Continent Library Lees Summit Branch	150 NW Oldham Pkwy Lees Summit, MO 64081	Taxes
3/23	Cooper’s Hawk Plaza m8	540 NW Chipman Rd Lees Summit, MO 64086	Taxes
4/4	Cooper’s Hawk Lees Summit M8	540 NW Chipman Rd Lees Summit, MO 64086	Taxes
4/18	Mid-Continent Library Antioch Branch	6060 N Chestnut Ave, Gladstone, MO 64119	Taxes
4/20	Mid-Continent Library Antioch Branch	6060 N Chestnut Ave, Gladstone, MO 64119	Taxes