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!
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
Hereford House, 6:30
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 distributions
Hereford House, noon
RSVP 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
Hereford House, 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 distributions
Hereford House, 6pm
RSVP 