Our mission is to deliver straight-forward and engaging retirement information for pre-retirees between the ages of 50 – 70. The workshop was established to help you make informed decisions on all areas of your retirement including healthcare in retirement, social security, taxes in retirement, investment & legacy planning.
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.
Pre-retirees and retirees learn what they need to know about retirement in an unbiased classroom-style setting at either KU Edwards Overland Park or K State Olathe.
Build a solid retirement plan that consists of more than a stack of statements and a diversified pie chart.
Get knowledgeable answers to your questions about investing time into your retirement. The Retirement Masterclass consists of 2 sessions, each lasting roughly two hours.
Our retirement workshops are provided through a classroom-style setting with up-to-date information on taxes in retirement, social security, and investing. If you are looking to learn more about insurance products or annuities, these workshops are not for you.