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:

January 25
Educational Medicare Seminar
12:00 pm | Atchison Public Library
January 25
Educational Medicare Seminar
5:00 pm | Atchison Public Library
February 2
Educational Medicare Seminar
3:00 pm | Coffey County Public Library
February 2
Educational Medicare Seminar
5:30 pm | Coffey County Public Library
February 23
Educational Medicare Seminar
12:00 pm | Atchison Public Library
February 23
Educational Medicare Seminar
5:00 pm | Atchison Public Library
March 23
Educational Medicare Seminar
3:00 pm | Eureka Public Library
March 23
Educational Medicare Seminar
5:30 pm | Eureka Public Library
March 31
Educational Medicare Seminar
3:00 pm | Lyon County State Bank Community Room
March 31
Educational Medicare Seminar
5:30 pm | Lyon County State Bank 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.