Welcome to the event center

We welcome you to join us for one of our upcoming events.  

To register, please complete the registration form by clicking Register Here on the event sign up page or contact our office today. 

Date: Monday, July 25th

Time: 4:00 – 5:00 PM CST

Summit Grill  – Lee’s Summit, MO


Join us for an interactive discussion during happy hour at Summit Grill & Bar in Lee’s Summit, MO.  

This month we will feature Peter Hardy, CFA, Senior Client Portfolio Manager with American Century.  Peter is a member of the Global Value Equity group and is responsible for communicating global value equity and real estate investment strategies and results to the firm’s clients and consultants.

As always, we will also provide you with an overview and outlook of current market and economic conditions.  Hot topics as of late are inflation, interest rates, employment, consumer sentiment, and mid-term elections to name a few. 

Please complete your registration on the page that will open when you click the button below. 


Date: July, 27th 

Time: 5:30 PM CST

Join us to discover the 5 steps for a successful retirement plan.  After teaching you how to assess your situation, and explaining a goals based approach to retirement planning, we will address necessary plan elements such as creating tax efficient retirement income designed to keep pace with inflation, along with Social Security benefit claiming strategies, integration of health care benefits and expenses, and prudent investment strategies to work in concert with your customized plan.

Date: August, 24th 

Time: 5:30 PM CST

We believe tax efficient investing should be integrated into your long-term financial plan. Unfortunately, many individuals are not maximizing the opportunities afforded them where  a few minor adjustments could make an impactful difference.  We often recognize tax mitigation and optimization strategies for clients during our very first consultation.  Learn how tax smart investing strategies could be a central theme in your investment management and financial plan, along with the straightforward steps to implement needed changes.

Date: September, 28th 

Time: 5:30 PM CST

You have meaningful questions about what to do now that you have achieved a cash flow beyond your monthly necessities. Should I save more or pay down debt? What investment account types are most appropriate? How am I going to pay for my children’s college education? How much life insurance do I really need? Should we contribute to our 401(k)s or start Roth IRAs?  What do I need to be doing today to be prepared for tomorrow?  Join us for a discussion tailored just for you.

Do you have a scheduling conflict or would you prefer a personal conversation?

Private consultations are available upon request, simply contact our office to get started.



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