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.

October 4
Dinner Seminar at Summit Grill
6:00 pm | Summit Grill
October 6
Dinner Seminar at Summit Grill
6:00 pm | Summit Grill
October 11
Dinner Seminar at Piropos
6:00 pm | Piropos Restaurant – Briarcliff
October 13
Dinner Seminar at Piropos
6:00 pm | Piropos Restaurant – Briarcliff
November 1
Dinner Seminar at Joe’s
6:00 pm | Joe’s Kansas City Bar-B-Que
November 3
Dinner Seminar at Joe’s
6:00 pm | Joe’s Kansas City Bar-B-Que
November 15
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
November 17
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
November 29
Dinner Seminar at McCormick & Schmick’s
6:00 pm | McCormick & Schmick’s Seafood & Steaks
December 1
Dinner Seminar at McCormick & Schmick’s
6:00 pm | McCormick & Schmick’s Seafood & Steaks

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