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 13
Dinner Seminar at Cooper’s Hawk
6:00 pm | Cooper’s Hawk Winery & Restaurant – Lee’s Summit
June 15
Dinner Seminar at Cooper’s Hawk
6:00 pm | Cooper’s Hawk Winery & Restaurant – Lee’s Summit
June 21
Dinner Seminar at Summit Grill
6:00 pm | Summit Grill
June 22
Dinner Seminar at Summit Grill
6:00 pm | Summit Grill
July 11
Dinner Seminar at Bristol Seafood Grill
6:00 pm | Bristol Seafood Grill
July 13
Dinner Seminar at Bristol Seafood Grill
6:00 pm | Bristol Seafood Grill

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