Our February presentation will feature Stewart Koesten, MSFS, CFP®, CIMA®, Cert(IM), GFP Fellow. Stewart is the Founder and Chairman of Aspyre Wealth Partners, an Overland, KS wealth manager with more than $500M in AUM.  Stewart will focus his presentation on his marketing strategies as he ventures out to expand his cross-border practice. His 2024 goal was to acquire one comprehensive global financial planning client with $3M or more in assets under management, and in 2025, his target is three new comprehensive clients. Please join us as we hear about how Stewart has gone about finding his niche and offering his services as an established domestic planner making a foray into international and cross-border planning.

• Stewart’s professional journey to date - choosing a professional niche that aligns with Stewart’s current stage in life
• How he selected a niche focusing on the Jewish community, specifically children and grandchildren of Holocaust survivors
• Figuring out where to market/promote his services
• What unique challenges does/do this demographic face?
• Growth goals

We hope you can join us!