Event
Calendar

Scroll down to view our upcoming workshops and webinars.

Webinar
Online
July 7, 2020 | 6:00pm - 7:00pm

Steps to Reduce Your Cyber Security Risks

How do you keep cybercriminals from invading your life? Technology is everywhere; from smart-homes, cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?

Webinar
Online
July 16, 2020 | 6:00pm - 7:00pm

Is a Will Enough?

Trusts, Wills, and Your Legacy

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.

Webinar
Online
July 21, 2020 | 6:00pm - 7:00pm

ABCs of Medicare

If you are one of the 10,000+ people turning 65 every day, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older.

Webinar
Online
July 30, 2020 | 6:00pm - 7:00pm

Are You fully Covered? Webinar

Understanding Property and Casualty Insurance for Home and Auto

When it comes to Property and Casualty Insurance for home and auto, most people are under-insured in the event of a major accident or total loss of their home.

Workshop
Lenexa Office Location
August 4, 2020 | 6:00pm - 7:30pm

Tax Reduction Strategies

Our Tax Reduction Strategies workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls.

Webinar
Online
August 13, 2020 | 12:00pm - 1:00pm

The SECURE Act and Your Retirement Plan

The SECURE Act made significant changes to IRAs, required minimum distributions (RMDs), qualified charitable distributions (QCDs), and other retirement planning tools. It will affect your tax plan, your estate plan, and in-turn your overall retirement plan.

Webinar
Online
August 18, 2020 | 6:00pm - 7:00pm

Savvy IRA Planning for Boomers

Freshly Updated for the SECURE Act
IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 

Webinar
Online
August 27, 2020 | 6:00pm - 7:00pm

Claiming Your Social Security

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

Webinar
Online
September 1, 2020 | 12:00pm - 1:00pm

ABCs of Medicare

If you are one of the 10,000+ people turning 65 this year, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older.

Webinar
Online
September 10, 2020 | 12:00pm - 1:00pm

Health Care Costs in Retirement

Predicting what your future health care costs in retirement can be tricky. While most people know that their health expenses will most likely increase as the years go by, it can be hard to pinpoint an actual number with any degree of accuracy to budget for.

Webinar
Online
September 15, 2020 | 6:00pm - 7:00pm

Is a Will Enough?

Trusts, Wills, and Your Legacy

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.

Webinar
Online
September 24, 2020 | 6:00pm - 7:00pm

Steps to Reduce Your Cyber Security Risks Webinar

Technology is everywhere; from smart-homes, to cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?