Your Next Step Toward
Confident
Retirement Planning
Explore our educational retirement planning options. Attend a seminar, join an in-person event, or schedule a one-on-one conversation to better understand your retirement choices.
- Online Learning
Free Retirement
Planning Seminar
Our educational retirement planning seminar is designed to help you understand common concerns families face as they approach retirement. We cover key topics such as retirement readiness, income planning, healthcare considerations, and common mistakes to avoid.
100%
Free to Attend
Online
Join Anywhere
- Comprehensive retirement topics
- Expert guidance from our team
- Join from anywhere online
- Completely free to attend
- Educational & Informative
- Live Events
In-Person Retirement
Planning Events
Join us for an in-person retirement planning event where we walk through important retirement topics in a clear and practical way. These sessions are ideal if you prefer learning in a live, interactive setting.
2
Locations
Live
Interactive
- Kansas City Events
- Washington DC Events
Kansas City Events
In-person retirement planning sessions
- Available
- Multiple dates
Washington DC Events
In-person retirement planning sessions
- Available
- Multiple dates
- Limited seating available for each location
- Personal Guidance
Schedule a
One-on-One
Financial Appointment
If you would like personal guidance after attending a seminar or event, you can schedule a private one-on-one conversation with our team. These conversations are educational, pressure-free, and focused on your questions and goals.
1-on-1
Private Session
Free
No Obligation
- No cost or pressure • Educational only
- Personalized financial guidance
- Focused on your specific goals
- Pressure-free conversation
- Expert retirement planning support
Flexible Scheduling
Choose a time that works best for you