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 experience

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

06 Jan 2026

12:00 pm
Tax Seminar
Firebirds Wood Fired Grill

Tuesday

13 Jan 2026

6:00 pm
Dinner Seminar
Sullivan’s Steakhouse

Thursday

15 Jan 2026

6:00 pm
Dinner Seminar
Sullivan’s Steakhouse

Tuesday

03 Feb 2026

12:00 pm
Tax Seminar
YaYa’s Euro Bistro

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