Upcoming Learning Events
We offer many live learning events at all of our locations throughout the year. If any of the following topics interest you, please contact us or click on the date below to register to attend. If our scheduled dates don't work, we can also arrange a one-on-one presentation.
6 Investing Mistakes... And How to Avoid Them
Join us to learn about Six Investing Mistakes that could Wreck Your Retirement.
Get answers to these key questions and more:
- Are you falling for the flaw of averages?
- What is Sequence of Returns Risk and what does it mean to your retirement?
- Are you maximizing how alternatives can help diversify your portfolio and potentially hedge against market losses?
- What new risks just hit your portfolio because of recent interest rate changes?
- How can you eliminate letting emotions lead to poor rates of returns?
Upcoming Dates - Click on a date below to register, send us your name and phone number and how many will be in your party.
January 28, 2020 - Smokehouse BBQ, Kansas City, MO - 12pm
February 25, 2020 - Smokehouse BBQ, Kansas City, MO - 12pm
Taxes in Retirement
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!
Find solutions to these key issues and more:
- How can you minimize the impact taxes have on your retirement income?
- Are you setting your spouse up for a significantly higher tax bracket?
- Do you know about the hidden health care tax bombs for high income earners?
- What is Sequence of Returns Risk and what does it mean to your portfolio?
- How might the government deficit and spending patterns impact your own money?
- Are you squandering deductions that could be lowering your tax bill?
- What are tax efficient funnels and how can you set them up now?
Upcoming Dates - Click on a date below to register, send us your name and phone number and how many will be in your party.
January 9, 2020 - Weatherby Lake Community Center, Weatherby Lake, MO - 6:30pm
March 12, 2020 - tbd
Retirement Readiness
Are you ready for retirement? Are you sure? Come learn how to avoid common retirement planning pitfalls before it’s too late!
Join us to get the answers to these big retirement questions:
- How could consolidating retirement accounts help you avoid a 50% IRS penalty?
- Are you aware of the hidden healthcare bomb inside last year’s tax law changes?
- What is Sequence of Returns and what does it mean to your retirement?
- Will you have to leave retirement and go back to work if you miss this key financial topic?
- Is it possible to generate both consistent and predictable retirement income?
- How can you maximize your Social Security benefits for both you and your family?
- What longevity risks could bankrupt your retirement?
Upcoming Dates - Click on a date below to register, send us your name and phone number and how many will be in your party.
January 16, 2020 - Kahill's South Sioux City, NE - 6:30pm
January 22, 2020 - Kahill's South Sioux City, NE - 6:30pm