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 19
Dinner Seminar
6:00 pm | YaYa’s Euro Bistro
March 21
Dinner Seminar
6:00 pm | YaYa’s Euro Bistro
March 26
Dinner Seminar
6:00 pm | Firebirds Wood Fired Grill
March 28
Dinner Seminar
6:00 pm | Firebirds Wood Fired Grill
April 2
Dinner Seminar
6:00 pm | J. Gilbert’s
April 4
Tax Seminar
12:00 pm | Mid Continent Public Library – Colbern Road
April 4
Dinner Seminar
6:00 pm | J. Gilbert’s
April 4
Dinner Seminar
6:00 pm | Mid Continent Public Library – Colbern Road
April 10
Dinner Seminar
6:00 pm | McCormick & Schmick’s Seafood & Steaks
April 11
Tax Seminar
12:00 pm | Mid Continent Public Library – Parkville

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