JC Grason

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Local Workshops

Our free, local workshops are a great way to learn more about all we have to offer. We host these workshops because we want people in our community to know we are here for them. Our belief is that goodwill is built over time by doing what's right for folks and proving our worth. If you're thinking these are just another dinner seminar at your local buffet, we think you'll be pleasantly surprised. Please take a moment to review the list below of our upcoming workshops and register for your preferred event today. We look forward to seeing you there!

Retirement Outlook 2019: Strategies to Help Reduce Taxes & Structure Your Income In Retirement

Tues, Jun 25th or Wed, Jul 10th @ 6:30 PM
Hereford House - Kansas City, MO

If you own annuities, mutual funds, stocks, bonds, money market accounts, a TSP, 401k, 403b, 457, or an IRA, you don't want to miss these special dinner events! Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications and options that are available to them - until it's too late. Join local retirement advisor, Chris Graham, for an exclusive dinner event for retirees and those nearing retirement.

This event is designed to address:

  • Strategies to help maximize your Social Security benefits and protect your spouse
  • How the Trump tax code can open the window to saving thousands on your retirement accounts
  • How to help protect your retirement with consistent, dependable income that you can't outlive
  • Ways to prepare for extended care costs that can impact even the best laid plans
  • Why market volatility in retirement can play a bigger role than the rate of return you earn
  • The planning opportunities other advisors might miss due to a narrow focus on your investments

Register Online

Choose one of the convenient ways below to get started on the path toward making your retirement dreams a reality.

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