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Estate & Tax Planning: Surviving Retirement – North Kansas City Parks & Recreation Center

North KC Parks & Recreation Center - Ryan Hall 1201 Clark Ferguson Dr, North KC, MO, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

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Taxes in Retirement – Vesper Hall Senior Center

Vesper Hall - Multipurpose Room 400 NW Vesper St, Blue Springs, MO, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

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Social Security Strategies – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Thriving in Retirement – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join us to learn how Taxes, Inflation, and Market Volatility are affecting retirees right now (and what you can do about it): Ways to ensure your nest egg lasts, no matter how long you're retired What you can expect from Social Security when you claim (will it be there when you need it?) Tax-friendly ways […]

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Taxes in Retirement – Matt Ross Community Center

Matt Ross Community Center - Plaza Room 8101 Marty St, Overland Park, KS, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

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Social Security Strategies – Shawnee Civic Centre

Shawnee Civic Centre - Dogwood Room 13817 Johnson Dr, Shawnee, KS, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Medicare Open Enrollment Planning – Metropolitan Community College Longview

Metropolitan Community College Longview - Business Center BU-107 500 SW Longview Rd, Lee's Summit, MO, United States

  Here are a few of the topics that we’ll be covering in this Workshop: • How and when should I sign up for Medicare? • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, B, C, and D? • Medicare coverage, cost and the need […]

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Social Security Strategies – Gladstone Community Center

Gladstone Community Center - Gladstone Room 6901 N Holmes St, Gladstone, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

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Avoid the Top Estate Planning Mistakes – Gardner Senior Citizen Community Center

Gardner Senior Citizen Community Center 128 E Park St, Gardner, KS, United States

Join us to learn: How to prepare for Long Term Care (without a traditional & expensive LTC policy!) How to avoid probate, long delays, and fees all with a simple plan How to protect your hard-earned assets from rising long term care costs How to massively reduce income taxes for your beneficiaries with a coordinated […]

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Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – Gardner Senior Citizen Community Center

Gardner Senior Citizen Community Center 128 E Park St, Gardner, KS, United States

Join us for a special event to learn all about it! Here’s what you’ll learn: What is Long-Term Care and who may need it? Where is Long-Term Care provided and covered? Is Long-Term Care in your future? How will you pay for it? What does Medicare cover and why you can’t rely on it. Can […]

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