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. 

December 3

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.

What you need to know about Required Minimum Distribution

Gladstone Community Center, 2 pm
RSVP

December 8

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.

What you need to know about Required Minimum Distribution

Gladstone Community Center, 6:00 pm CST
RSVP

December 10

Wills and Living Trusts

Have you ever wondered what goes into the development of an estate plan? Learn how to pass your money along to your children without the hassle and expense of probate.

How to successfully pass your wealth on to your childern

Liberty Community Center, 6:30 pm
RSVP

With over 30 years of experience

About the Host

Mark Falter is a Registered Investment Advisor. His financial services career began over 30 years ago. He takes a great pride in his ability to help clients build solid financial solutions to common problems, and through his conservative approach has helped many retirees safeguard their investments and experience financial freedom. 

Take the first step towards a better planned financial future

Meet Us at a workshop