NAIFA St. Louis

On September 24, NAIFA St. Louis members are invited to attend 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.

NAIFA St. Louis members are invited to participate in the 2026 CFA St Louis Charity Classic Golf Tournament on Sept 14 at Algonquin Golf Club. Registration is now OPEN!

Click here to buy single player/foursome tickets & to sign up for sponsorship opportunities: https://events.ticketleap.com/tickets/cfa-society-of-st-louis/charity-golf-tournament

Join us on SEPT 9 for a U. S. Economy breakfast presentation with CFA Society St. Louis 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

Let’s be real: you can’t scale an insurance or financial practice if you are still trapped doing all the heavy lifting yourself.

Every elite financial professional reaches a point where administrative tasks, CRM management, or prep work for client reviews starts eating up valuable facing time with prospects. Identifying your biggest friction point isn't a sign of weakness—it's the very first step toward building a truly sustainable, high-growth firm.

What is the primary operational bottleneck slowing your business down this month? Drop your answer below and let's crowdsource some solutions!

Always surround yourself with advisors and industry leaders who are shaping the future of financial services. Sometimes the fun is as important as the networking. Thank you to everyone who joined us for our June 2 joint Pickleball Social at Padel & Pickle!

Let’s be honest: being a St. Louis financial professional isn't just a job—it’s an extreme sport.

But that’s exactly why we built NAIFA St. Louis. We get the unique grind of the bi-state advisor because we’re living it right alongside you. You don't have to navigate the compliance headaches or the market shifts alone.

Which item in this starter pack is your biggest bump in the road? Drop a comment below, or tag a fellow STL advisor who needs a laugh today!

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

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

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