Workshops

Thursday, September 13, 2018

6:00PM in Lenexa

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LENEXA WORKSHOP
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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. We’ve also updated it to include new information regarding the Tax Cuts & Jobs Act of 2017 covering:

  • Relevant changes to personal income tax under the Tax Cuts and Jobs Act of 2017
  • The impact of the Tax Cuts and Jobs Act on retirement income streams
  • Identifying tools and strategies available to retirees
 

Thursday, September 20, 2018

6:00PM in Lenexa

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LENEXA WORKSHOP
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What would happen if something happened to you? Would your beneficiaries be well organized or be able to handle everything that’s going on with your estate? Join us, as the Estate Planning Attorneys of BFG Legal Service share with you the in’s and out’s of estate planning. Remember, estate planning is not for you. It’s for the people you care about. Our team of legal experts will sit down with you and explain everything you need to know about estate planning. Do you need a will? Do you need a trust? What’s the difference between the two? This workshop will get you engaged and get you to start thinking about all of the things that you need to do to make sure your legal and estate planning house is in order.

 

Thursday, September 27, 2018

6:00PM in Lenexa

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LENEXA WORKSHOP
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Did you know that taxes are the number one wealth eroding factor facing people in retirement? If you look at the combination between tax savings opportunities through proper tax planning and proper Social Security maximization strategies, most people have the ability to save additional spendable money during their retirement lifetime.

 

Tuesday, October 9, 2018

12:00PM in Online

LENEXA WORKSHOP
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You will receive an email after your RSVP that includes a link to log into the webinar on the date of the event.

 
What would happen if something happened to you? Would your beneficiaries be well organized or be able to handle everything that’s going on with your estate? Join us, as the Estate Planning Attorneys of BFG Legal Service share with you the in’s and out’s of estate planning. Remember, estate planning is not for you. It’s for the people you care about. Our team of legal experts will sit down with you and explain everything you need to know about estate planning. Do you need a will? Do you need a trust? What’s the difference between the two? This workshop will get you engaged and get you to start thinking about all of the things that you need to do to make sure your legal and estate planning house is in order.

 

Tuesday, October 16, 2018

6:00PM in Lenexa

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LENEXA WORKSHOP
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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.

 

Thursday, October 18, 2018

6:00PM in Lenexa

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LENEXA WORKSHOP
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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.

 

Thursday, October 25, 2018

6:00PM in Lenexa

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LENEXA WORKSHOP
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Franklin Roosevelt introduced to us Social Security. Social Security was originally intended to help people get out of the workforce and live the rest of their lives. Social Security has become a foundation for many people’s retirement. It doesn’t matter if you have a lot of money saved or if you have millions of dollars saved for retirement Social Security is and always will be your money. You put money into the system, every paycheck as long as you worked, and your employer was forced to make a dollar for dollar match. This is your money. The difference between the best and worst claiming strategy for Social Security could add up to be a sizable amount for your retirement.

 
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