Event
Calendar

Webinar
Online
July 24, 2019 | 12:00pm - 1:00pm

Savvy IRA Planning for Boomers

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 

Webinar
Online
July 24, 2019 | 12:00pm - 1:00pm

Savvy IRA Planning for Boomers

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 

Workshop
Lenexa Office Location
July 30, 2019 | 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.

Workshop
Lenexa Office Location
August 6, 2019 | 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
August 14, 2019 | 12:00pm - 1:00pm

Retirement 101

When it comes to retirement goals, many baby boomers dream of traveling the world, driving an extravagant car and a worry-free lifestyle. To achieve this, they think that working hard and simply saving their money can get them to their goals.

Workshop
Lenexa Office Location
August 15, 2019 | 6:00pm - 7:30pm

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.

Workshop
Lenexa Office Location
August 20, 2019 | 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.

Workshop
Lenexa Office Location
August 20, 2019 | 6:00pm - 7:00pm

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
August 21, 2019 | 12:00pm - 1:00pm

Tax Reduction Strategies

Tax strategies to protect your retirement. Nothing will separate you from your retirement money faster than taxes.

Webinar
Online
September 11, 2019 | 12:00pm - 1:00pm

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.

Workshop
Lenexa Office Location
September 12, 2019 | 12:00pm - 1:30pm

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.

Workshop
Lenexa Office Location
September 17, 2019 | 6:00pm - 7:30pm

Financial GPS

A Workshop for Women Navigating to Financial Success

For the first time in history, women now hold more than half of the nation’s personal wealth, and it's only continuing to rise.

Webinar
Online
September 25, 2019 | 12:00pm - 1:00pm

Savvy IRA Planning for Boomers

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. 

Workshop
Lenexa Office Location
September 26, 2019 | 6:00pm - 7:00pm

Insurance Coverage for Retirees

Insurance can be tricky. Is it actually possible to be over-insured? How do you really know if you are under-insured? Do I really need to be paying for Long Term Care Insurance and a life insurance policy? At the end of the day, insurance is a way to manage risk.