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 seminars experience
Our seminars 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 seminars.
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 seminars designed to empower your financial decision-making
Select A City To View Upcoming Events:
No events are scheduled at this time. Please check again soon!
Tuesday
27 Oct 2026
6:00 pm
Dinner Seminar
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Sullivan’s Steakhouse
Thursday
29 Oct 2026
6:00 pm
Dinner Seminar
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Sullivan’s Steakhouse
Thursday
03 Dec 2026
6:00 pm
Dinner Seminar
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YaYa’s Euro Bistro
No events are scheduled at this time. Please check again soon!
Thursday
15 Oct 2026
6:00 pm
Dinner Seminar
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Piropos Restaurant
Tuesday
03 Nov 2026
6:00 pm
Dinner Seminar
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Piropos Restaurant
Thursday
05 Nov 2026
6:00 pm
Dinner Seminar
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Piropos Restaurant
Tuesday
20 Oct 2026
6:00 pm
Dinner Seminar
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Summit Grill Lee’s Summit
Thursday
22 Oct 2026
6:00 pm
Dinner Seminar
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Summit Grill Lee’s Summit
Tuesday
20 Oct 2026
6:00 pm
Dinner Seminar
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Luigi’s Italian Restaurant
Wednesday
21 Oct 2026
6:00 pm
Dinner Seminar
liberty-mo
Luigi’s Italian Restaurant
Rather meet
one-on-one?
Schedule a Complimentary Visit with one of our team members to create your financial strategy today. Or give us a call at 913.685.9422
