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 14
Dinner Seminar at Bristol’s
6:00 pm | Bristol Seafood + Steak + Social
June 15
Federal Employee Event via. ProFeds
9:00 am | Johnson County Arts & Heritage Center
June 16
Dinner Seminar at Bristol’s
6:00 pm | Bristol Seafood + Steak + Social
June 21
Special Guest Speaker Martin Ruby presenting: Your New Holistic Retirement
11:30 am | Fiorella’s KC Event Center
June 21
Special Guest Speaker Martin Ruby presenting: Your New Holistic Retirement
5:30 pm | The Royal Room at Briarcliff
July 26
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
July 28
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
August 2
Dinner Seminar at Piropo’s
6:00 pm | Piropos Restaurant – Briarcliff
August 4
Dinner Seminar at Piropo’s
6:00 pm | Piropos Restaurant – Briarcliff
September 20
Federal Employee Event via. ProFeds
9:00 am | Johnson County Arts & Heritage Center

PREVIOUS WEBINARS

Click below to view one of our previous webinars.

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