Calendar

Please call (314) 822-4440 for a complete listing of all upcoming Client Educational Workshops, Tax Preparation Schedules, Public Educational Workshops, and Client Appreciation Events.

Public Educational Workshops:

Upcoming dates for "The Road to Financial Recovery" workshop, presented by Paul Burkemper, a member of Ed Slott's IRA Advisor Group, are as follows:

Fleming's  Prime Steakhouse & Wine Bar- 1855 S. Lindbergh Blvd., St. Louis, MO 63131 on:

 Thursday,  March 18, 2010  at 6:00 p.m.    

Sam's Steakhouse-10205 Gravois Road St. Louis, MO 63123 on:

Tuesday, March 23, 2010 at 6:00 p.m. & Thursday, March 25, 2010 at 6:30 p.m.

 Dinner & Dessert  will be served

 Call Karen Tucker at (314)822-4440 x109 to schedule a reservation to attend any of our upcoming events.  Reservations are required;  please RSVP immediately as seating is limited.

Client Educational Workshops:

We are currently in the planning stages of our next client educational workshop. Please check back soon for updates.


Client Appreciation Events:

Our last Client Appreciation Event was on Valentine's Day, February 14th. Burkemper Group clients were invited to attend a Sweetheart's Ball at Two Hearts Banquet Center in Sunset Hills. We had an elegant dinner, followed by dancing, photos, prize give-aways and other fun activities.

At Burkemper Group, we always want to thank our clients for trusting us to work with them in developing their retirement strategies. This event was just one way for us to thank you.

If you want to view the photos from that evening, you can go to www.snapfish.com to view the photos. You can even order a single print or an entire album and have the pictures delivered to your doorstep, as a way to remember the special evening. Call Karen Tucker in the office for directions to log in to that website and how to order your own pictures.


Tax Preparation Schedule:

As of September of 2007, Burkemper Group made significant changes to its tax preparation service. Bob Lallinger*, CPA, will be available to prepare the personal tax returns of our financial clients only, as well as any personal referrals they give us going forward.

We will no longer be able to prepare tax returns for anyone who is not a financial client. Being a financial client means that you have taken advantage of our primary service at Burkemper Group, which is tax, income and distribution planning.

If you are a current tax client, or have been in the past, and would like to take advantage of a complimentary consultation, don't hesitate to call our office to schedule a time to come in for a visit. If there are any recommendations that we can make designed to help improve your retirement plan, and you decide to implement any changes through our firm, you will then be eligible for our $49 tax return preparation for this coming tax season.

It has been a pleasure serving the Saint Louis community over the past seven years in the area of tax preparation by offering an incredible price to retirees. We hope to see all of our previous tax clients here in the office to review.

If you have been referred to our website to learn about our tax preparation services, please call us in the office and we'll be happy to discuss your situation, as well.

Second Annual Golden Referral Club Member Event - November 2008