NAIFA St. Louis

06/03/2026

Share with a colleague or co-worker who should join NAIFA!

06/02/2026

An easy way to build real-world market knowledge is to read the top insurance & financial advisor best sellers. Along with attending free NAIFA St. Louis speaker & happy hour events, these Read to Succeed books help members put their career on a fast-track without breaking the bank.

This month's selection is The Psychology of Money: Timeless Lessons On Wealth, Greed, and Happiness by Morgan Housel.

Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people.

Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.

In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the different ways people think about money and teaches you how to make better sense of one of life’s most important topics.

Buy this book here: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

06/01/2026

06/01/2026

NEW DATE CHANGE-- this event is TOMORROW! Register now! Recruit your
co-workers & industry colleagues for a fun afternoon of pickleball with CFA Society St. Louis members on June 2 at Padel & Pickle! Guests are welcome for $50 per person. Click here to join us: https://lnkd.in/gBvs6-2d

05/28/2026

Click here for the full article: https://www.thinkadvisor.com/2026/05/06/4-pre-retirees-discuss-what-they-really-want-from-advisors/

05/27/2026

On September 24, CFA Society of St. Louis & Rotary Club of St. Louis are co-hosting an economic outlook presentation by Charles S. Gascon, Economist & Assistant Vice President at Federal Reserve of St. Louis at MAC Downtown.
Register here: https://events.ticketleap.com/events/rotary-club-of-st-louis

Charles Gascon is an economist and assistant vice president in the Research division of the Federal Reserve Bank of St. Louis, which he joined in June 2006. He analyzes current economic conditions nationally and in the Eighth Federal Reserve District and briefs the Bank president and staff economists prior to Federal Open Market Committee meetings. He is responsible for writing the Bank’s Beige Book report, a summary of information collected from regional business contacts, and contributes to other Bank publications.

Gascon has a master’s degree in economics from State University of New York at Albany and an M.B.A. from Washington University in St. Louis. His work has been cited in the Wall Street Journal and New York Times and in local media outlets. He is a member of the American Economic Association and the National Association for Business Economics.

05/27/2026

Join us on SEPT 9 for a U. S. Economy breakfast presentation at Saint Louis Club with Hightower Chief Investment Strategist, Portfolio Manager & CNBC consultant, Stephanie Link! Register early to save your seat, this presentation always books up fast!
Register here: https://www.cfasociety.org/stlouis/society-events/upcoming-events

05/26/2026

Jumpstart your insurance & financial services career with membership in NAIFA St Louis!
For full details, email Joan Hecker at [email protected]

05/25/2026

Join us for our next NAIAFA St Louis speaker event! Watch for details on our LinkedIn page & our page!