Financial Workshops
in Kansas City
Learn about our live workshops in your area.
Find a workshop
Near you
Our workshops are created with passion for helping our clients achieve their financial goals. Whether you want to learn about retirement planning or income tax minimizing strategies, we have the workshop for you. Learn about our upcoming events.
Stay tuned for dates in 2o23!
TBD 2023
tax-smart retirement strategy
Retirement is different today than it has been for previous generations, and likely will continue to change. Is your retirement ready to stand the test of time? Learn how to increase your income, reduce taxes and not run out of money.
TBD 2023
Required Minimum Distributions
Did you know that the IRS can pose penalties if you don't take your RMD's in the right amounts, from the right retirement accounts and at the right times? Learn how to calculate your RMD and ways to reduce what you have to take out in retirement.
TBD 2023
Tax-Smart Retirement Strategy
Retirement is different today than it has been for previous generations, and likely will continue to change. Is your retirement ready to stand the test of time? Learn how to increase your income, reduce taxes and not run out of money.
TBD 2023
Required Minimum Distributions
Did you know that the IRS can pose penalties if you don't take your RMD's in the right amounts, from the right retirement accounts and at the right times? Learn how to calculate your RMD and ways to reduce what you have to take out in retirement.
