Take the first step toward reaching your financial goals

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

Attend an Event

Our events 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 events to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

The Prepare Institute at KU Edwards Campus - An Educational Course for Adults - Ages 50-70 -

With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many. This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.

Two Class Time Opportunities: Tuesday evenings, August 6th & 13th from 6:30 to 9:30 pm or Thursday evenings, August 8th & 15th from 6:30 to 9:30 pm

Rather meet

One-on-One?

Schedule a complimentary consultation with our team today to see if our C.P.R. plan could bring your ideal retirement to life.

Or give us a call at 913.317.1414

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