Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Attend a Complimentary Event

Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our complimentary events to learn how addressing these concerns can help you feel more confident about the days ahead.

 

UPCOMING COMPLIMENTARY EVENTS:

March 31
White Glove at Lenexa City Hall
11:30 am | Lenexa City Hall
April 16
Steep Seminar at The National Golf Club
11:30 am | The National Golf Club
April 21
Dinner Seminar at Jasper’s
6:00 pm | Jasper’s Italian Restaurant
April 23
Dinner Seminar at Jasper’s
6:00 pm | Jasper’s Italian Restaurant
May 5
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
May 7
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
May 12
Dinner Seminar at Trezo Mare
6:00 pm | Trezo Mare Restaurant & Lounge – Royal Room
May 14
Dinner Seminar at Trezo Mare
6:00 pm | Trezo Mare Restaurant & Lounge – Royal Room
June 2
Dinner seminar at J. Gilbert’s
6:00 pm | J. Gilbert’s Wood-Fired Steaks & Seafood
June 4
Dinner seminar at J. Gilbert’s
6:00 pm | J. Gilbert’s Wood-Fired Steaks & Seafood

Rather meet One-on-one?

Schedule a complimentary visit with one of our team to create your financial strategy today.

Or give us a call at 913.685.9422