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 18
Dinner Seminar
6:00 pm | J Gilberts Wood-Fired Steaks & Seafood
February 20
Dinner Seminar
6:00 pm | J Gilberts Wood-Fired Steaks & Seafood
February 27
Knights in the Know – Important Dates & Tax Planning
11:00 am | Johnson County Arts & Heritage Center
March 18
Dinner Seminar
6:00 pm | Pearl Tavern
March 20
Dinner Seminar
6:00 pm | Pearl Tavern
March 25
Dinner Seminar
6:00 pm | Jasper’s Italian Restaurant
March 27
Dinner Seminar
6:00 pm | Jasper’s Italian Restaurant
May 9
Knights in the Know – Cyber Security & Shred Event
12:00 pm | TBD

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