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Learn about Requirement Minimum Distributions.

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About The Workshops

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 workshop. 

Upcoming Workshop

Tuesday, September 30 @ 6:30 pM

KCI Expo Center

Required Minimum Distribution

Required minimum distributions (RMD’s) are annual withdrawals you are usually required to start taking from your traditional IRAs and 401(K)’s, once you reach age 72. Did you know that the IRS can pose penalties if you don’t take your RMD’s in the right amounts, from the right accounts and at the right times? 

Whether you’re already retired or just planning for retirement, learn how to calculate your RMD and ways to reduce what you have to take out. 

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. 

Get a step closer to financial succcess

Meet Us at The workshop

Can't make it?

We have other Workshops

SEPTEMBER 22

Required minimum distribution (RMD's)

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 RMD's

KCI Expo Center, 2 pm CST
RSVP

September 30

Required Minimum Distribution (RMD's)

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.

How to build a successful email newsletter

KCI Expo Center, 6:30 pm CST
RSVP

October 15

REQUIRED MINIMUM Distribution (RMD's)

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 RMD's

Briarcliff, 6:30 pm CST
RSVP

October 21

Required Minimum Distribution (RMD's)

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 RMD's

Briarcliff, 6:30 pm CST
RSVP

October 22

Estate planning

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

Overland Park Convention Center, 6:30 pm CST
RSVP

October 28

Estate Planning

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

Overland Park Convention Center, 6:30 pm CST
RSVP

NOvember 4

Required minimum distribution

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

Tiffany Greens, 6:30 pm CST
RSVP

November 5

Estate Planning

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

Tiffany Greens, 6:30 pm CST
RSVP

NOvember 11

Estate planning

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

Tiffany Greens, 6:30 pm CST
RSVP

November 12

Required Minimum Distribution (RMD)

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

Tiffany Greens, 6:30 pm CST
RSVP