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.

How to get to the 0% tax bracket and maximize your retirement

Stay tuned for 2023 dates!
RSVP

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.

What you need to know about required minimum distributions

Stay tuned for 2023 dates!
RSVP

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.

How to get to the 0% tax bracket and maximize your retirement

Stay tuned for 2023 dates!
RSVP

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.

What you need to know about required minimum distributions

Stay tuned for 2023 dates!
RSVP

Take the first step towards a better planned financial future

Meet Us at a workshop