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!

Market Volatility, Trade Wars, Immigration Concerns...

Tues, August 21 or Thurs, August 30 @ 6:00 PM
Blue Moose - Lawrence, KS

With all that is going on with the economy today, planning for tomorrow isn’t getting any easier. Changing tax laws, an over-heated market, rising interest rates and inflation, escalating geopolitical pressures, a possible bond market collapse, and countless other factors have retirees and those approaching retirement on edge and looking for answers.

We invite you to join us for a Complimentary Dinner Event to learn some sound strategies for protecting your assets and creating reliable, tax-efficient income in retirement – regardless of market conditions.

Some of the topics we will discuss are:

  • TAX PLANNING - With major tax changes, how can you position your assets now for the most tax efficient income during retirement?
  • INCOME STRATEGIES - What investment planning methods will help you increase your cash flow?
  • SOCIAL SECURITY - How can you maximize your Social Security benefits and protect your spouse?
  • LONGEVITY RISKS - How will rising medical expenses and extended care costs affect your finances?
  • INFLATION - Will your investment yields be able to keep up with rising inflation?
  • MARKET CONDITIONS - What financial strategies can you implement now to protect your financial investments from a potential market downturn?
  • RETIREMENT INCOME - Is it possible to generate consistent and dependable income that you won't outlive?

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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