Take the first step toward reaching yourFinancial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events:

August 5
Medicare Educational Seminar
2:00 pm | Atchison Public Library
August 5
Medicare Educational Seminar
5:00 pm | Atchison Public Library
August 19
Medicare Educational Seminar
2:00 pm | Lyon County State Bank Community Room
August 19
Medicare Educational Seminar
5:30 pm | Lyon County State Bank Community Room
August 24
Medicare Educational Seminar
2:00 pm | Coffey County Public Library
August 24
Medicare Educational Seminar
5:30 pm | Coffey County Public Library
August 25
Medicare Educational Seminar
6:00 pm | Leavenworth Public Library Jahn Room
August 31
Medicare Educational Seminar
2:00 pm | Town Hall Center
August 31
Medicare Educational Seminar
5:30 pm | Town Hall Center
September 7
Medicare Educational Seminar
2:00 pm | Eureka Public Library
September 7
Medicare Educational Seminar
5:30 pm | Eureka Public Library
September 14
Medicare Educational Seminar
2:00 pm | Council Grove Senior Center
September 14
Medicare Educational Seminar
5:30 pm | Council Grove Senior Center
September 22
Medicare Educational Seminar
2:00 pm | Osage City Public Library Community Room
September 22
Medicare Educational Seminar
5:30 pm | Osage City Public Library Community Room

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 800.678.7741.