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Upcoming Seminars

Join us for a live seminar. Each year we present a seminar series discussing a variety of topics –from Retirement Readiness to Navigating Your Finances During Divorce to Assisting Your Aging Parents. Check out our upcoming educational seminars and reserve your spot today.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Taxes In Retirement - Kansas City

March 5, 2020 6:00p - 7:30p Central Standard Time

Platte County Community Center - YMCA

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. The tax rules keep changing – are you losing unnecessary retirement dollars to the tax man? Join us to learn how to keep more of your hard-earned dollars in your own pocket!

6 Investing Mistakes... And How to Avoid Them - Kansas City

January 28, 2020 12:00p - 1:00p Central Standard Time

Smokehouse BBQ

Lunch and Learn - Join us to learn about Six Investing Mistakes that could Wreck Your Retirement.

Retirement Readiness - Dakota Dunes

January 22, 2020 6:30p - 8:00p Central Standard Time


How To Avoid Common Retirement Planning Pitfalls Before It’s Too Late!

Event Registration

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