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.
April 30
Dinner Seminar
6:00 pm | Bristol
May 2
Dinner Seminar
6:00 pm | Bristol
May 7
Tax Lunch and Learn
12:00 pm | Mid Continent Public Library – Colbern Road
May 14
Dinner Seminar
6:00 pm | Pearl Tavern
May 16
Dinner Seminar
6:00 pm | Pearl Tavern
May 29
Dinner Seminar
6:00 pm | Piropos Restaurant – Briarcliff
May 30
Dinner Seminar
6:00 pm | Piropos Restaurant – Briarcliff
June 6
Tax Lunch and Learn
12:00 pm | Tomahawk Ridge Community Center
June 11
Dinner Seminar
6:00 pm | 801 Chophouse Leawood
June 13
Dinner Seminar
6:00 pm | 801 Chophouse Leawood
Rather meet One-on-one?
Schedule a complimentary visit with one of our team to create your financial strategy today.