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.

February 1
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern – Lee’s Summit
February 3
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern – Lee’s Summit
February 15
Dinner Seminar at Piropos
6:00 pm | Piropos Restaurant – Briarcliff
February 17
Dinner Seminar at Piropos
6:00 pm | Piropos Restaurant – Briarcliff
February 22
Dinner Seminar at Jack Stack’s
6:00 pm | Jack Stack Barbecue – Lenexa
February 23
Dinner Seminar at Jack Stack’s
6:00 pm | Jack Stack Barbecue – Lenexa
February 24
Dinner Seminar at Jack Stack’s
6:00 pm | Jack Stack Barbecue – Lenexa

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