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.
June 5
Dinner Seminar
6:00 pm | Cooper’s Hawk Winery & Restaurant – Lee’s Summit
June 10
Dinner Seminar
6:00 pm | Bristol Seafood Grill
June 12
Dinner Seminar
6:00 pm | Bristol Seafood Grill
July 8
Dinner Seminar
6:00 pm | Piropos Restaurant
July 10
Dinner Seminar
6:00 pm | Piropos Restaurant
August 14
Generational Wealth & Estate Planning Workshop
5:30 pm | Tomahawk Ridge Community Center
Rather meet One-on-one?
Schedule a complimentary visit with one of our team to create your financial strategy today.