Everyone talks about growing your money. We talk about spending it wisely, keeping more of it, giving less to Uncle Sam, and taking a comprehensive approach to retirement — not just investments.For 401(k) and IRA millionaires, the difference between a good retirement and a great one isn't how much you saved.It's how much of it Uncle Sam doesn't get.

FAQs

What will I learn?

How to retire with more than a stack of statements and a diversified pie chart! Together, we will evaluate challenges and opportunities retirees and pre-retirees face today and over the course of retirement.

Who are these workshops for?

Each workshop will have material catered to various situations, but in general, our workshops are intended for pre-retirees aged 50-67 who are in or near retirement.

Where are the workshops held?

Workshops are taught at a local college or university classroom in your Overland Park or Oalthe. The venue will vary depending on your location and time of the year.

What is the commitment if I register for a workshop?

A commitment of time and attendance! Workshops can quickly fill up, leaving hopeful attendees on a waitlist, so we ask that registrants let us know as soon as possible should a schedule conflict arise.

Who presents the workshop?

The workshop will be presented by a local, independent fiduciary advisor who will be providing accurate and up to date information. Each workshop will provide general, unbiased information to you the attendee. At the conclusion of each workshop, you the attendee may request to speak with the presenter in a private setting if you so choose.

How long will each workshop last?

The Retirement Masterclass typically last 2 hours and 30 minutes.

Is anything for sale?

No, there is nothing to be bought. This is purely an informational course. These workshops are not annuity dinner seminars!