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.

Engage

Collaborative and dynamic workshop experiences

Our workshops feature interactive sessions with real-world examples and practical strategies. Engage directly with financial professionals.

Insights

Learn from experienced financial professionals

Benefit from the knowledge of seasoned advisors who bring decades of financial planning experience to every workshop.

Customize

Tailored financial strategies for your needs

Receive personalized insights and recommendations that address your unique financial situation and retirement goals.

Upcoming

Schedule

Join us for our upcoming workshops designed to empower your financial decision-making

Tuesday

07 Apr 2026

6:00 pm
Dinner Workshop
Summit Grill

Thursday

09 Apr 2026

6:00 pm
Dinner Workshop
Summit Grill

Tuesday

14 Apr 2026

6:00 pm
Dinner Workshop
YaYa’s Euro Bistro

Thursday

16 Apr 2026

6:00 pm
Dinner Workshop
YaYa’s Euro Bistro

Tuesday

21 Apr 2026

6:00 pm
Dinner Workshop
Cooper’s Hawk Winery & Restaurant

Thursday

23 Apr 2026

6:00 pm
Dinner Workshop
Cooper’s Hawk Winery & Restaurant

Tuesday

12 May 2026

6:00 pm
Dinner Workshop
Cooper’s Hawk Winery & Restaurant - KC

Wednesday

13 May 2026

6:00 pm
Dinner Workshop
Cooper’s Hawk Winery & Restaurant - KC

Rather Meet One-on-One?

Schedule a complimentary visit with one of our team to create your financial strategy today.
Schedule a Complimentary Visit below. Or give us a call at 913.685.9422