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
