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

Our workshops are for you if you...
- Worry that after you pass away, your loved ones will have added stress due to your lack of organization.
- Are not sure what you pay in fees on your investments.
- Are not sure how each part of your financial portfolio works together
- Are worried the assets you worked hard for aren’t protected
- Have not had a second opinion on your portfolio recently
- Are worried about how the economy may affect your retirement
- Are not sure whether your life savings will last as long as you do
We encourage attendance by those who are retired or planning to retire in the next 10 years to attend our workshops. Be sure to contact our office at 877-374-4524 to save your seats, and check back often for our latest workshops.
UPCOMING EVENTS:
April 4
JAG Study Hall (Virtual)
This time is reserved for any of our current clients needing assistance.
April 24
Kansas City Seminar
6:30 pm | Kansas City
Topic: Market Volatility
Speaker: Craig Gordinier
April 29
Kansas City Seminar
6:30 pm | Kansas City
Topic: Market Volatility
Speaker: Craig Gordinier
May 2
JAG Study Hall (Virtual)
This time is reserved for any of our current clients needing assistance.
May 20
Kansas City Seminar
6:30 pm | Kansas City
Topic: Social Security
Speaker: Craig Gordinier
May 22
Kansas City Seminar
6:30 pm | Kansas City
Topic: Social Security
Speaker: Craig Gordinier
Rather meet One-on-one?
Schedule a visit with our team to create your financial strategy today.