Our professionals teach financial planning and retirement planning classes at colleges and corporations throughout the Kansas City metropolitan area. Because we teach, it is imperative that each planner stay current on developments in the rapidly changing investment and tax environments.
The courses introduce key concepts and practices of wise money management for retirement. The courses are designed for retired individuals as well as those planning ahead for retirement. An optional private financial planning consultation is also included.
To register for a class, contact the college hosting the course at the phone number provided below. Our upcoming schedule for the following classes is shown below:
Retirement Planning Today (RPT)
Financial Strategies for Successful Retirement (FSSR)
For more information about any of the classes or the topics covered, please contact our office at 913-661-1770.
500 SW Longview Road
Lee’s Summit, MO
October 22, 2020
NOTE: This will be an on-line class