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.

May 25, 2017

Online – Webinar

Tax Clarity | 12:00PM

Regardless if you files taxes on your own or if you have them prepared by your CPA, it probably doesn’t come as a shock that many people find our tax system confusing. For those individuals who are getting close to retirement or are already retired, it can leave even the most seasoned tax filer perplexed.  Our Tax Clarity 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. This workshop will cover:

  • Ways to understand the tax rules we live under
  • How to identify misconceptions about taxes in retirement
  • Understanding the tools and strategies available to middle income retirees
  • How to avoid the political and stick to the actionable

Online Webinar

RSVP for Tax Clarity

June 8, 2017

Lenexa – Workshop

The ABCs of Medicare | 6:00PM

If you are nearing the age of 65, you may be starting to think about Medicare – the federal government health insurance program for people who are 65 or older. Or maybe you already are a Medicare customer, but due to life changes, your current coverage needs adjustments to cover your health care needs. Regardless of the reason, while Medicare can be a wonderful birthday present, it can also be confusing when trying to figure out how much or how little you need. Join Barber Financial Group for our newest workshop, “Mastering the ABC’s of Medicare” and learn:

  • Medicare Parts A, B, C, & D
  • Eligibility Requirements
  • Medicare Costs
  • Medigap Insurance and more

Every 8 seconds a Baby Boomer becomes eligible for Medicare, but don’t make the mistake of thinking it’s just a simple form to fill out. Enrolling or switching to a new plan without the proper understanding of the costs and different options available could mean having to spend more of your retirement income on healthcare that doesn’t provide proper coverage. Don’t delay as seating is very limited – make your reservation today.

Located at our Lenexa Office.

RSVP The ABCs of Medicare Workshop

June 15, 2017

Lenexa – Workshop

Savvy IRA Planning for Boomers | 6:00PM

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

Join the financial advisors of Barber Financial Group for their brand new 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
  • How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans
  • 3 different options for spousal IRA beneficiaries

Located at our Lenexa Office.

RSVP Savvy IRA Planning Workshop

June 22, 2017

Lenexa – Workshop

Estate Planning | 6:00PM

One of the greatest gifts you can leave your survivors is an organized estate. While it may be unpleasant to think about, the time you spend now will help your loved ones cope later and will also ensure your wishes will be carried out. If proper planning isn’t done before you pass away, what you may leave behind is a distribution that is carried out far differently than what you intended or expected. Attend this workshop so you can make the right decisions for you and your family.

Located at our Lenexa Office.

RSVP Estate Planning Workshop

June 29, 2017

Lenexa – Workshop

Tax Clarity | 12:00PM

Regardless if you file taxes on your own or if you have them prepared by your CPA, it probably doesn’t come as a shock that many people find our tax system confusing. For those individuals who are getting close to retirement or are already retired, it can leave even the most seasoned tax filer perplexed.  Our Tax Clarity 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. This workshop will cover:

  • Ways to understand the tax rules we live under
  • How to identify misconceptions about taxes in retirement
  • Understanding the tools and strategies available to middle income retirees
  • How to avoid the political and stick to the actionable

Located at our Lenexa Office.

RSVP for Tax Clarity

 

 
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