Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

Contact Us Today!

844.401.4012

Attend an Event

We frequently hold free informational seminars for our clients and the greater community, featuring information on specific topics related to retirement and wealth management.

When you attend one of our events, you’ll get the latest information on issues that matter to you, your family and your financial well-being.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming In-Person Events

April 2
Taxes Dinner
6:30 pm | 6 Mile Chophouse & Tavern 4931 W 6th Street
Lawrence, KS 66049 United States
April 4
Taxes Dinner
6:30 pm | 6 Mile Chophouse & Tavern 4931 W 6th Street
Lawrence, KS 66049 United States
April 4
General Dinner
6:30 pm | Cyrus Hotel 920 S Kansas Ave
Topeka, 66612
April 9
General Dinner
6:30 pm | Cyrus Hotel 920 S Kansas Ave
Topeka, 66612
April 23
Taxes Workshop
11:00 am | Matt Ross Center 8101 Marty St
Overland Park, KS 66204 United States
April 23
Taxes Workshop
6:30 pm | Matt Ross Center 8101 Marty St
Overland Park, KS 66204 United States
April 30
Taxes Workshop
11:00 am | Topeka Public Library – Marvin Auditorium 1515 SW 10th Ave
Topeka, Kansas 66604
May 2
Taxes Workshop
11:00 am | Topeka Public Library – Marvin Auditorium 1515 SW 10th Ave
Topeka, Kansas 66604
May 21
Tax Workshop
11:00 am | Lawrence Sports Pavillion 100 Rock Chalk Ln
Lawrence, KS 66049 United States
May 23
Tax Workshop
11:00 am | Lawrence Sports Pavillion 100 Rock Chalk Ln
Lawrence, KS 66049 United States
May 28
Social Security Workshop
11:00 am | Topeka Public Library – Marvin Auditorium 1515 SW 10th Ave
Topeka, Kansas 66604
May 30
Social Security Workshop
11:00 am | DoubleTree Hilton 200 McDonald Dr
Lawrence, KS 66044

Upcoming Webinars

Teachers in Retirement

Take Back Control of Your Financial Future

Ways to Help Protect Yourself From a Potential TAX STORM

Annuities: The Ugly, the Bad and the Good

Find Your Financial Footing After a Layoff or Buyout

Social Security – What, When, Who, How

De-Risk Your Retirement

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

Or Give Us a Call At

844.401.4012