Financial Workshops
in Kansas City

Learn about our live workshops in your area.

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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. 

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, 2pm
RSVP

Living Wills and 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 children

Gladstone Community Center, 6:30pm
RSVP

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 children

Gladstone Community Center, 6:30pm
RSVP

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, 6pm
RSVP

Take the first step towards a better planned financial future

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