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14221 Metcalf Avenue
Suite 201
Overland Park, KS 66223
Phone: 913-685-2300 Toll free: 877-615-2323
Fax: 913-685-2311
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News & Investment Commentary
Investment
Commentary Archives
Boyer & Corporon Company News Archives
2009 | 2008
August 2009
Community Foundation of Johnson County Appoints
Mindy Corporon to Board of Directors
Boyer & Corporon Wealth Management Chief Executive
Officer Mindy Corporon has been appointed to the Board of Directors of
the Community Foundation of Johnson County. The Foundation’s
mission is to improve the community’s quality of life by
increasing charitable giving, connecting donors to needs they care
about and providing leadership on critical community issues.
More...
April 22, 2009
Heart to Heart Luncheon
Boyer & Corporon Wealth Management sponsored a table at
the 18th Annual Heart to Heart Luncheon held on Wednesday, April
22nd. The women of BCWM attended the annual event held at the
Hyatt Regency Crown Center in Downtown Kansas City. The luncheon
is one of the metro area’s largest and most inspiring events
celebrating women and families. The Women’s Employment Network
is a nonprofit organization in Kansas City dedicated to
empowering women to achieve economic self-sufficiency for
themselves and their families through employment preparation
training, resources and support services.
April 2009
Mindy attended Right Management’s Emerging Leaders
Program at The Central Exchange in Kansas City, MO
Mindy attended The Central Exchange’s highly-regarded
Emerging Leaders Program hosted by Right Management. The program
seeks to develop leaders by building on individual strengths in
a team-based, experiential learning environment. The course
began with leadership assessments followed by one-on-one
meetings to create a customized plan of action. Self-awareness
was a core focus as it forms a critical component of future
development. Later sessions focused on specific skill sets,
including strategies designed to be used in a participant’s own
work environment. Mindy enjoyed interacting with other female
leaders and discussed various operational issues that arise at
B&C Wealth Management. The course was both relevant and
informative and will allow Mindy and her peers to become more
effective, well-rounded leaders in their local business
communities.
April 21, 2009
2009 Central Exchange Women’s Lyceum
Laura attended the 2009 Central Exchange Women’s
Lyceum, an all-day event focused on helping women develop their
leadership capabilities. Key-note speakers included Daryn Kagan,
creator of Darynkagan.com and former CNN Anchor and Wendy Kopp,
founder and CEO of teach for America. Seminars Laura attended
included “Creating and Maintaining a Strategic Network”,
“Negotiating What Matters”, “Leading Your Team to the Top”, and
“A Guide to the Future.”
March 30 2009
Jay, Emily and Laura attended Lunch & Learn event hosted by
Young Professionals of Overland Park (YPOP)
Jay, Laura and Emily attended the first seminar held by
Young Professionals entitled “The Local Housing Market and How
it Affects You”. Presenters from INTRUST Bank and ReMax
discussed the local market outlook and explained why economic
factors are starting to create a more desirable backdrop for
first-time home buyers and other market participants.
March 18 2009
Cole and Laura attended FPA luncheon in Overland Park
Cole and Laura attended an FPA luncheon featuring guest
speaker Ms. Stacey Janssen, J.D. The talk focused on Stacey’s
core areas of expertise including Special Needs Trusts and
Medicaid. Ms. Janssen provided an educational lecture which
focused on protecting the assets of those with special needs or
disabilities and assisting them is becoming pre-qualified for
Medicaid.
February 25 2009
Young Professional Steering Committee
Laura was selected to join the Young Professional
Steering Committee of the Greater Kansas City Chamber of
Commerce, which strives to create mentoring and networking
opportunities for young professionals who live and/ or work in
Overland Park. The committee is primarily responsible for
developing and launching future events that will benefit their
expanding base of young professionals.
February 18 2009
Rich, Mindy, Jay, Laura and Cole attended FPA Greater Kansas
City Chapter luncheon in Overland Park
Five members of the BCWM team attended an FPA luncheon
which featured Mr. Greg Valliere, Chief Political Strategist for
the Washington Research Group. Mr. Valliere delivered an
entertaining speech and discussed a broad range of issues
including tax and regulatory changes, pending energy legislation
and the threat of larger budget deficits. Note that FPA Greater
Kansas City Chapter holds meetings each month on topical issues
such as retirement planning, tax planning, investments, estate
planning and practice management.
February, 2009
Brian Hackleman, Compliance Officer, Attended
Best Practice Forum with other compliance professionals in the Kansas
City Metropolitan area
Brian Hackleman is meeting quarterly with other like-minded compliance officers to discuss recent industry developments.
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Investment Adviser Watch
BCWM now subscribes to Investment Adviser Watch (IA
Watch). IA Watch is a provider of compliance news and guidance to
executives in wealth management.
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Kimberly Brown, Client Service Administrator, visited Charles Schwab Institutional for a private operations tour in Phoenix, AZ
Kim Brown visited Schwab Institutional for a private
operations tour to gain a better understanding of their critical client
support functions.
More...
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