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

27 Jan 2026

6:00 pm
Dinner Workshop
Piropos Restaurant

Thursday

29 Jan 2026

6:00 pm
Dinner Workshop
Piropos Restaurant

Tuesday

03 Feb 2026

12:00 pm
Tax Seminar
YaYa’s Euro Bistro

Thursday

05 Feb 2026

12:00 pm
Tax Seminar
Firebirds Wood Fired Grill

Tuesday

10 Feb 2026

6:00 pm
Dinner Workshop
Pearl Tavern

Wednesday

11 Feb 2026

6:00 pm
Dinner Workshop
Pearl Tavern

Thursday

19 Feb 2026

11:00 am
KITK Tax Planning Event
Tomahawk Ridge Community Center

Tuesday

03 Mar 2026

6:00 pm
Dinner Workshop
J. Gilbert’s Wood-Fired Steaks & Seafood

Thursday

05 Mar 2026

6:00 pm
Dinner Workshop
J. Gilbert’s Wood-Fired Steaks & Seafood

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