Event
Calendar

Workshop
Lenexa Office Location
September 24, 2019 | 6:00pm - 7:30pm

Financial GPS

A Workshop for Women Navigating to Financial Success
Powerful. Decision Maker. Leader. Woman.
All these words describe women in the financial space. Women are becoming an economic powerhouse. 95% of women will be their family’s primary financial decision-maker at some point in their lives. By 2030, women will control ⅔ of the nation’s wealth.

Workshop
Lenexa Office Location
September 24, 2019 | 6:00pm - 7:30pm

Financial GPS

A Workshop for Women Navigating to Financial Success
Powerful. Decision Maker. Leader. Woman.
All these words describe women in the financial space. Women are becoming an economic powerhouse. 95% of women will be their family’s primary financial decision-maker at some point in their lives. By 2030, women will control ⅔ of the nation’s wealth.

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.

Workshop
Lenexa Office Location
October 1, 2019 | 6:00pm - 7:00pm

Are You fully Covered?

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.

Webinar
Online
October 2, 2019 | 12:00pm - 1:00pm

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.

Workshop
Lenexa Office Location
October 8, 2019 | 6:00pm - 7:30pm

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.

Workshop
Lenexa Office Location
October 15, 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
October 24, 2019 | 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
November 6, 2019 | 12:00pm - 1:00pm

Are You fully Covered?

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
November 7, 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
November 12, 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.

Workshop
Lenexa Office Location
November 19, 2019 | 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
November 20, 2019 | 12:00pm - 1:00pm

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.

Workshop
Lenexa Office Location
November 26, 2019 | 12:00pm - 1:00pm

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.

Workshop
Lenexa Office Location
December 10, 2019 | 6:00pm - 7:00pm

Tax Reduction Strategies

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

Workshop
Lenexa Office Location
December 12, 2019 | 6:00pm - 7:00pm

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
December 18, 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. If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Claiming Your Social Security workshop can help.