in Kansas City
Learn about our live workshops in your area.
Find a workshop
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.
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.