Knowledge Is Power

Retirement seminars to help empower your decision-making.

We hold two types of informational seminars throughout the year, each providing a unique look into planning for retirement.

Call 314-909-1116 to hear about upcoming events.

Upcoming Events

Tue 07

Dinner Seminar

November 7
Thu 09

Dinner Seminar

November 9

Retirement Elevated Class:

A 100% unbiased educational class focused on the five pillars of retirement planning. The road to retirement can be bumpy. Along the way you will have questions – lots of them. This 5 hours course provides answers to many of the questions pre-retirees and retirees struggle with, particularly in the areas of: income planning, investment planning, tax planning, estate planning and healthcare. Get objective, unbiased and up-to-the minute guidance without financial product or service sales pitches.
Materials fee: $49.00

Dinner Seminars:

Not having a plan in place could end up being a costly mistake. The seminar is designed to help inform and inspire you to work towards a comfortable financial and retirement future. Our complimentary 1 hour seminar is also an opportunity for you to get to know us and better understand our approach.

Kirkwood Des Peres Area Chamber of Commerce
International Association for Registered Financial Planners