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!

How to Reduce Your Taxes & Properly Structure Your Assets In Retirement

Thurs, Oct 18th or Fri, Nov 2nd @ 6:30 PM
Kansas Belle Dinner Train - Baldwin City, KS

You and a guest are cordially invited to join us for an Exclusive Dinner Event, at Hereford House in Kansas City. Seating is limited, so please reserve your space today using one of the three easy methods below. Do not bring your checkbook...nothing will be sold or offered for purchase at this event! There is no cost or obligation to attend, however reservations are required.

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 locally trust and nationally published retirement specialists for a program crafted specially for retirees and those nearing retirement.

Important topics we will discuss are:

  • How the Trump tax code opens the window to saving thousands on your retirement accounts
  • How to secure your retirement with consistent, dependable income that you can't outlive
  • Ways to prepare for extended care costs that can derail even the best laid plans
  • Why market volatility in retirement plays a bigger role than the rate of return you earn
  • The planning opportunities other advisors 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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