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.
March 18
Dinner Seminar
6:00 pm | Pearl Tavern
March 20
Dinner Seminar
6:00 pm | Pearl Tavern
March 25
Dinner Seminar
6:00 pm | Jasper’s Italian Restaurant
March 27
Dinner Seminar
6:00 pm | Jasper’s Italian Restaurant
April 8
Dinner Seminar
6:00 pm | Summit Grill – Lee’s Summit
April 10
Dinner Seminar
6:00 pm | Summit Grill – Lee’s Summit
April 15
Dinner Seminar
6:00 pm | Summit Grill – Gladstone
April 17
Dinner Seminar
6:00 pm | Summit Grill – Gladstone
May 9
Knights in the Know – Cyber Security & Shred Event
12:00 pm | TBD
May 13
Dinner Seminar
6:00 pm | Cooper’s Hawk North
Rather meet One-on-one?
Schedule a complimentary visit with one of our team to create your financial strategy today.