816.984.8620
Take the first step toward reaching your
Financial Goals
Get the information that can help you live a confident retirement.
ATTEND AN EVENT
Our classes focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our classes to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING EVENTS:
February 24
Social Security & Tax Updates for 2026
6:30 pm | Merriam Community Center
March 4
Tax Planning & Reliable Retirement Income
6:30 pm | Mid-Continent Public Library – Smithville Branch, Smithville Community Room
March 10
Tax Planning & Reliable Retirement Income
6:30 pm | Mid-Continent Public Library – Woodneath Library Center Branch, Community Room 1
Rather Meet
One-on-One?
Schedule a meeting with one of our team to create your financial strategy today.
