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.
December 9
Dinner Seminar
6:00 pm | Cooper’s Hawk Winery & Restaurant – Lee’s Summit
December 10
Dinner Seminar
6:00 pm | Cooper’s Hawk Winery & Restaurant – Lee’s Summit
January 6, 2026
Tax Seminar
12:00 pm | Firebirds Wood Fired Grill
January 13, 2026
Dinner Seminar
6:00 pm | Sullivan’s Steakhouse
January 15, 2026
Dinner Seminar
6:00 pm | Sullivan’s Steakhouse
February 3, 2026
Tax Seminar
12:00 pm | YaYa’s Euro Bistro
Rather meet One-on-one?
Schedule a complimentary visit with one of our team to create your financial strategy today.