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:

September 29
Medicare Educational Seminar
12:00 pm | Edwardsville Community Center
September 29
Medicare Educational Seminar
6:00 pm | Edwardsville Community Center
September 30
Medicare Educational Seminar
12:00 pm | Shawnee North Community Center
September 30
Medicare Educational Seminar
4:00 pm | Shawnee North Community Center
October 6
Educational Medicare Seminar
12:00 pm | McLouth Community Center
October 6
Educational Medicare Seminar
5:30 pm | McLouth Community Center
October 7
Educational Medicare Seminar
12:00 pm | Beck Bookman Library
October 7
Educational Medicare Seminar
5:00 pm | Beck Bookman Library
October 11
Educational Medicare Seminar
1:00 pm | Tonganoxie Public Library
October 12
Educational Medicare Seminar
9:00 am | Tonganoxie Public Library
October 13
Educational Medicare Seminar
12:00 pm | McLouth Community Center
October 13
Educational Medicare Seminar
5:30 pm | McLouth Community Center
October 26
Educational Medicare Event
3:00 pm | Coffey County Public Library
October 26
Educational Medicare Event
5:30 pm | Coffey County Public Library
November 4
Educational Medicare Event
3:00 pm | Town Hall Center
November 4
Educational Medicare Event
5:30 pm | Town Hall Center
November 9
Educational Medicare Seminar
3:00 pm | Council Grove Senior Center
November 9
Educational Medicare Seminar
5:30 pm | Council Grove Senior Center

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.