Class Schedule

Class Schedule

Retirement Planning Classes

Our professionals teach financial planning and retirement planning classes at colleges and corporations throughout the Kansas City metropolitan area. Because we teach, it is imperative that each planner stay current on developments in the rapidly changing investment and tax environments.

The courses introduce key concepts and practices of wise money management for retirement. The courses are designed for retired individuals as well as those planning ahead for retirement. An optional private financial planning consultation is also included.

For more information about any of the classes or the topics covered, or to be added to the list to receive a brochure for a certain class, please contact our office at (913)661-1770. To register for a class, contact the college hosting the course at the phone number provided below. Our upcoming class schedule is:

Location/Phone Class/
# Wks
Starting Date Instructor
MCC-Longview
500 SW Longview Road
Lee’s Summit, MO 64081
(816)604-2030

 

FSSR**/
3 weeks 
January 2019 Nick Kendall
K-State Extension Center
11811 South Sunset Dr.
Olathe, KS
(913)715-7000

 

RPT*/
3 weeks
Spring 2019 Rob Overton
K-State Extension Center
11811 South Sunset Dr.
Olathe, KS
(913)715-7000

 

RPT*/
3 weeks
Fall 2019 Rob Overton

 

*Retirement Planning Today

**Financial Strategies for Successful Retirement