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
10 Feb 2026
6:00 pm
Dinner Workshop
Pearl Tavern
Wednesday
11 Feb 2026
6:00 pm
Dinner Workshop
Pearl Tavern
Tuesday
24 Feb 2026
6:00 pm
Dinner Workshop
Luigi’s Italian Restaurant
Thursday
26 Feb 2026
6:00 pm
Dinner Workshop
Luigi’s Italian Restaurant
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
