Workshops

Upcoming Workshops

Are you thinking about retirement or already retired? Barber Financial Group offers educational retirement workshops every month on a variety of financial and retirement topics including Social Security, estate planning, taxes and current events, just to name a few! If you determine after attending our workshops that more personalized guidance is needed, our financial advisors will make an appointment to discuss your particular situation and specific financial goals.  

Not able to attend at one of our three locations in Kansas City? No problem! Barber Financial Group now offers webinars in order for you to attend from the comfort of your own home.  

Questions? Email us at info@barberfinancialgroup.com or call us at 913.393.1000.

February 15, 2018

Lenexa - Workshop

NEW – Money Code for Women | 6:00PM

If you are a woman, married or single, 2018 is the year to start putting yourself first and feel empowered in your money and financial decisions. Did you know that 95% of you will be the primary financial decision maker for your household at some point? Grab a friend and join JoAnn Huber and learn why financial planning for women can truly be different than planning for men and how we think about money may be impacting our decisions.

Located at our Lenexa Office.

RSVP Money Code for Women Workshop

February 20, 2018

Online - Webinar

Savvy IRA Planning for Boomers | 12:00PM

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

  • What do I do with my retirement money when I leave my job?
  • Can I still contribute to a retirement account and if so, how much?
  • When do I need to take withdrawals and how are they taxed?
  • How does my IRA fit into my overall plan?

Join the financial advisors of Barber Financial Group for their workshop, “Savvy IRA Planning for Boomers” and learn:

  • 7 strategies for Savvy IRA planning
  • 6 roll over options for your retirement plan funds
  • 3 common required minimum distribution mistakes
  • 3 different options for spousal IRA beneficiaries

After registering, you will receive an email detailing how to attend this webinar.

RSVP Savvy IRA Planning Webinar

February 22, 2018

Lenexa - Workshop

Maximize Your Social Security | 6:00PM

For years, some retirees have taken advantage of a handful of little-known strategies to claim their social security benefits. However, due to the passage of the Bipartisan Budget Act of 2015, some of these claiming strategies were eliminated. So what does that mean for you? Are their any methods left? Join the advisors of Barber Financial Group to learn some Social Security strategies that you should know about, and possibly be able to use if it makes sense for your situation.

Located at our Lenexa Office.

RSVP Maximize Your Social Security Workshop

February 28, 2018

Lenexa - Workshop

State of the Markets | 12:00PM

2017 brought a strengthening economy and record highs for the U.S. markets, but will the good times last? Join Dean Barber to discuss:

  • What happened in 2017?
  • What other factors affected the markets?
  • What’s on the horizon?
  • What do financial experts forecast for 2018?

Located at our Lenexa Office.

RSVP State of the Markets Workshop

February 28, 2018

Lenexa - Workshop

State of the Markets | 6:00PM

2017 brought a strengthening economy and record highs for the U.S. markets, but will the good times last? Join Dean Barber to discuss:

  • What happened in 2017?
  • What other factors affected the markets?
  • What’s on the horizon?
  • What do financial experts forecast for 2018?

Located at our Lenexa Office.

RSVP State of the Markets Workshop

 

 
Visit our calendar to see more upcoming events >> Calendar
?

Free Retirement Analysis

Fill out the form below to receive a free, no obligation retirement analysis to help ensure you’ve got all your bases covered!