Wealth Management in Greater Kansas City
Take the first step toward reaching your financial goals.
Get the information that can help you live a confident retirement.
Collaborative and dynamic workshop experience
Our workshops feature interactive sessions with real-world examples and practical strategies. Engage directly with financial experts.
Learn from experienced financial professionals
Benefit from the knowledge of seasoned advisors who bring decades of financial planning experience to every workshop.
Tailored financial strategies for your needs
Receive personalized insights and recommendations that address your unique financial situation and retirement goals.
Upcoming Event Schedule
Join us for our upcoming workshops designed to empower your financial decision-making
Wednesday
09 Sep 2026
6:00 pm
Dinner Seminar
kansas-city-mo
Cooper’s Hawk Winery & Restaurant - KC
Thursday
10 Sep 2026
6:00 pm
Dinner Seminar
kansas-city-mo
Cooper’s Hawk Winery & Restaurant - KC
Tuesday
15 Sep 2026
6:00 pm
Dinner Seminar
lees-summit-mo
Firebirds Wood Fired Grill
Thursday
17 Sep 2026
6:00 pm
Dinner Seminar
lees-summit-mo
Firebirds Wood Fired Grill
Tuesday
22 Sep 2026
6:00 pm
Dinner Seminar
lenexa-ks
Jack Stack Barbecue - Lenexa
Thursday
24 Sep 2026
6:00 pm
Dinner Seminar
lenexa-ks
Jack Stack Barbecue - Lenexa
Tuesday
29 Sep 2026
6:00 pm
Dinner Seminar
liberty-mo
Luigi’s Italian Restaurant
Wednesday
30 Sep 2026
6:00 pm
Dinner Seminar
lenexa-ks
Jack Stack Barbecue - Lenexa
Thursday
01 Oct 2026
6:00 pm
Dinner Seminar
liberty-mo
Luigi’s Italian Restaurant
No events are scheduled at this time. Please check again soon!
Rather meet
one-on-one?
Schedule a Complimentary Visit with one of our team to create your financial strategy today. Or give us a call at 913.685.9422
