“If You Were Me, What Would You Do?”
Isn’t this what you really want to ask a retirement planning expert?Calendar of Events 2023
Annual Team Training
Office Closed
Thursday, FEBRUARY 2 through MONDAY, FEBRUARY 6
State of the Markets
Thursday, February 23rd
University of Kansas Edwards Campus
Regnier Hall
12610 S Quivira Road
Overland Park, KS 66213
Agenda:
5:30 pm - 6:30 pm Cocktails & Appetizers
6:45 - 7:30 pm Presentation by Scott Dougan & Mike Sorrentino
7:30 pm Evening Concludes
Harvesters
Friday, March 10
10:30 am - 12:30 pm
Open House
Cocktails & Appetizers
Thursday, April 13
4:00 pm - 7:00 pm
Halftime Report
Thursday, August 3
Virtual: 12:00 noon - 1:00 pm
Fall Festival/Hawaiian Luau
Thursday, October 19
5:00 pm - 9:00 pm
Arts & Heritage Center
8788 Metcalf Avenue
Overland Park KS 66212
Year End Tax Planning Webinar
Thursday, November 2
12:00 noon - 1:00 pm
This webinar will be live. If you can’t attend, a link will be shared after to view at your convenience.
Wouldn’t It Be Great...
..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”

We're Drowning In Information, But Starving For Wisdom.
There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?
Work Together Closely
We work closely with families just like yours to develop a path to a more clear and secure financial retirement.
Always In Your Camp
Retirement Is Complex
