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

July 30
Tax Workshop
2:00 pm | Lawrence Sports Pavillion 100 Rock Chalk Ln
Lawrence, KS 66049 United States
July 30
Taxes Workshop
2:00 pm | Lawrence Sports Pavillion 100 Rock Chalk Ln
Lawrence, KS 66049 United States
July 30
General Dinner
6:30 pm | Cyrus Hotel 920 S Kansas Ave
Topeka, 66612
August 8
Taxes Workshop
11:00 am | Home
August 15
Taxes Workshop
11:00 am | Home
August 15
Social Security Workshop
2:00 pm |
August 20
Social Security Workshop
2:00 pm |
August 27
Social Security Workshop
11:00 am | Home
September 5
Tax Dinner
6:30 pm | 6 Mile Chophouse & Tavern 4931 W 6th Street
Lawrence, KS 66049 United States
September 10
Tax Dinner
6:30 pm | 6 Mile Chophouse & Tavern 4931 W 6th Street
Lawrence, KS 66049 United States
September 10
General Dinner
6:30 pm | Cyrus Hotel 920 S Kansas Ave
Topeka, 66612
September 12
General Dinner
6:30 pm | Cyrus Hotel 920 S Kansas Ave
Topeka, 66612

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