Welcome Sponsor: Downtown Appliance Home Center
Livestream Sponsor: Trinity Technical Solutions
Join us for our monthly networking and professional development luncheon! Doors will open at 11:30 a.m. and the formal program will begin at 11:50.
Advance registration is appreciated. Online pre-registration is $20 for members and $25 for guests until 5:00 p.m. on Tuesday, April 19. After the pre-registration deadline, walk-in attendees can pay at the door for $25.
Unable to join us in person? Virtual attendance is available for this event! As part of an ongoing effort to support our local businesses, all virtual participants who are registered by Tuesday, April 19 will receive a $10 restaurant gift card with their registration.
Our Speakers for “Life, Death, Marriage and Taxes” will be Danielle Harrison and Sarah Hanneken.
Danielle is the founder of Harrison Financial Planning, an independent, fee-only financial planning firm serving clients across the country. Danielle received an undergraduate degree in Economics and Business from Westminster College and a Master’s in Business Administration from the University of Missouri. She holds the Certified Financial Planner® and Certified Financial Therapist-I™ designations. Danielle is a regular contributor to TheStreet and has been quoted by many media outlets such as Yahoo Finance, MSN, CNBC, MarketWatch, Business Insider, and AARP. She was also chosen as one of ten 2021 Rising Stars by Financial Planning Magazine.
Danielle has served on several non-profit boards and been active in service organizations including Rotaract, Girls on the Run, the Alzheimer’s Association, and most recently Mobility Worldwide where she served as Board President for three years.
Danielle spends the majority of her non-working hours with her husband, Jonathan, and their two boys, ages 5 and 2.
Sarah has been with Central Trust Company since 2013. Her primary role is the administration of trusts, estates, IRAs, and taxable investments, and institutional accounts (including Corporations, Foundations, and Endowments).
Education and Certifications:
-Cannon Institute Trust School
-Bachelor of Science, Missouri State University
-Certified Trust and Fiduciary Advisor (CTFA)
-Certified in mediation through the Washington University School of Law Alternative
– Dispute Resolution Program
Interests and Activities:
Sarah currently serves on the Board of Directors for Cradle to Career Alliance, and is a member of the Mid Missouri Estate Planning Council. She is involved with the Women’s Network through the Columbia, MO. Chamber of Commerce, and has previously been involved with The Voluntary Action Center, The American Cancer Society, March of Dimes, and the Food Bank for Central & Northeast Missouri.
In Sarah’s free time, she enjoys hiking with her dog, cooking, live music, and spending time with her family.
We hope to see you there!