Taxes in Retirement – Cargill Learning Center
2025-11-06 18:30 - 19:30, 2025-10-14 18:30 - 19:30 (America/Chicago) | Cargill Learning Center – Wetlands Room, 5555 W Zoo Blvd, Wichita, KS, 67212, 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
The government’s estate plan for your IRA/401K … and how to avoid it

Tax Planning Opportunities for Government Employees – Johnson County Arts & Heritage Center
2025-10-23 18:30 - 19:30 | Johnson County Arts & Heritage Center – Event Space, 8788 Metcalf Avenue, Overland Park, KS, 66212, United States
Join us for a one-hour, no-obligation retirement tax workshop where we’ll break down how the latest tax law changes — including the One Big Beautiful Bill — could impact your retirement nest egg.

How Roth conversions could save you on state taxes (when done properly)
Why Kansas (and some federal) retirees may qualify for special tax treatment others don’t
How to avoid double taxation on your retirement income
Why planning before December 31st is critical each year
How some retirees are doing “free” Roth conversions with zero federal tax
The coordination required between tax and financial advisors to make it all work
And most importantly… Are you missing tax-saving opportunities simply because no one told you they exist?

Maximize Social Security, Minimize Taxes – Butler Community College (Andover Campus)
2025-10-23 18:30 - 19:30 | Butler Community College – Grizzly Den, 715 E 13th St, Andover, KS, 67002, United States
Join Market Advisory Group for a social security and tax class to learn:

What social security and tax strategies are still available to me?
When should I start receiving my social security benefits?
How will this decision affect my spousal social security benefits?
Survivor benefits for widowed and divorced spouses?
Single, married, divorced or widowed, learn ways to maximize your lifetime Social Security benefits.

Estate & Tax Planning: Surviving Retirement – Exploration Place
2025-10-21 18:30 - 19:30 | Exploration Place – Discover Rooms A&B, 300 N McLean Blvd, Wichita, KS, 67203, 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 go from here and the key indicators to look toward.
Strategies to help you remove taxes from retirement and permanently remove the IRS as a beneficiary of your estate.
Hidden gems in the new tax code.
How much risk do you want in your Retirement Portfolio? How much risk do you actually have? NOW is the best time to reevaluate your retirement plans.

Maximize Social Security, Minimize Taxes – Derby Public Library
2025-10-16 18:30 - 19:30 | Derby Public Library – Community Room, 1600 E Walnut Grove Rd, Derby, KS, 67037, United States

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Sedgwick County Extension Education Center
2025-10-09 18:30 - 19:30 | Sedgwick County Extension Education Center – Sunflower Room, 7001 W 21st St, Wichita, KS, 67205, United States
Join us to learn:

What the recent historic tax bill means for your retirement and future tax rates
How permanent changes to tax brackets may impact your income strategy
Why now may be your best chance to lock in lower tax rates before future adjustments
What you need to know about estate planning and gifting under the new tax code
How to align your retirement plan with the latest tax law changes to help avoid surprises

*Not affiliated or endorsed by Sedgwick County Extension Education Center

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Metropolitan Community College Maple Woods
2025-10-04 13:00 - 14:00 | Metropolitan Community College Maple Woods – Campus Center 103, 2601 NE Barry Rd, Kansas City, MO, 64156, United States
Join us to learn:

What the recent historic tax bill means for your retirement and future tax rates
How permanent changes to tax brackets may impact your income strategy
Why now may be your best chance to lock in lower tax rates before future adjustments
What you need to know about estate planning and gifting under the new tax code
How to align your retirement plan with the latest tax law changes to help avoid surprises

Estate & Tax Planning: Surviving Retirement – Metropolitan Community College Maple Woods
2025-10-04 10:30 - 11:30 | Metropolitan Community College Maple Woods – Campus Center 103, 2601 NE Barry Rd, Kansas City, MO, 64156, United States

Tax Planning Opportunities for Government Employees – Butler Community College (Andover Campus)
2025-10-04 10:30 - 11:30 | Butler Community College – Grizzly Den, 715 E 13th St, Andover, KS, 67002, United States

Maximize Social Security, Minimize Taxes – WSU Hughes Metroplex
2025-10-02 18:30 - 19:30 | WSU Hughes Metropolitan Complex – Room 132, 5015 East 29th St N, Wichita, KS, 67220, United States

Estate & Tax Planning: Surviving Retirement – Cargill Learning Center
2025-09-30 18:30 - 19:30 | Cargill Learning Center – Wetlands Room, 5555 W Zoo Blvd, Wichita, KS, 67212, United States

Taxes in Retirement – Sedgwick County Extension Education Center
2025-09-27 13:00 - 14:00 | Sedgwick County Extension Education Center – Sunflower Room, 7001 W 21st St, Wichita, KS, 67205, 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
The government’s estate plan for your IRA/401K … and how to avoid it

*Not affiliated or endorsed by Sedgwick County Extension Education Center

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Metropolitan Community College Blue River
2025-09-27 10:30 - 11:30 | Metropolitan Community College Blue River – Campus Center 101, 20301 East 78 Highway, Independence, MO, 64057, United States

Maximize Social Security, Minimize Taxes – Sedgwick County Extension Education Center
2025-09-27 10:30 - 11:30 | Sedgwick County Extension Education Center – Sunflower Room, 7001 W 21st St, Wichita, KS, 67205, United States
Join Market Advisory Group for a social security and tax class to learn:

What social security and tax strategies are still available to me?
When should I start receiving my social security benefits?
How will this decision affect my spousal social security benefits?
Survivor benefits for widowed and divorced spouses?
Single, married, divorced or widowed, learn ways to maximize your lifetime Social Security benefits.

*Not affiliated or endorsed by Sedgwick County Extension Education Center

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement - Exploration Place
2025-09-23 18:30 - 19:30 | Exploration Place – Discover Rooms A&B, 300 N McLean Blvd, Wichita, KS, 67203, United States

Taxes in Retirement – Gladstone Community Center
2025-09-13 10:30 - 11:30 | Gladstone Community Center – Gladstone Room, 6901 N Holmes St, Gladstone, MO, 64118, United States

Estate & Tax Planning: Surviving Retirement – WSU Hughes Metropolitan Complex
2025-09-13 10:30 - 11:30 | WSU Hughes Metropolitan Complex – Room 132, 5015 East 29th St N, Wichita, KS, 67220, United States

Taxes in Retirement – Exploration Place
2025-09-09 18:30 - 19:30 | Exploration Place – Discover Rooms A&B, 300 N McLean Blvd, Wichita, KS, 67203, United States

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Trails West Branch Library
2025-09-06 13:00 - 14:00 | Trails West Branch Library – A+B Rooms, 11401 E 23rd St S, Independence, MO, 64052, United States

Tax Planning Opportunities for Government Employees – Merriam Community Center
2025-09-04 18:30 - 19:30 | Merriam Community Center Campbell/Kessler Rooms, 6040 Slater St, Merriam, KS, 66202, United States

Taxes in Retirement – Hubbard Arts Center
2025-08-28 18:30 - 19:30, 2025-08-26 18:30 - 19:30 | Hubbard Arts Center – Innovation Room, 309 N Woodlawn Blvd, Derby, 67037, United States

Estate & Tax Planning: Surviving Retirement – Butler Community College (Andover Campus)
2025-08-23 13:00 - 14:00 | Butler Community College – Grizzly Den, 715 E 13th St, Andover, KS, 67002, United States

The Big, Beautiful Bill & You: Impacts to Tax & Retirement - Exploration Place
2025-08-19 18:30 - 19:30 | Exploration Place – Discover Rooms A&B, 300 N McLean Blvd, Wichita, KS, 67203, United States

Taxes in Retirement – Matt Ross Community Center
2025-08-19 18:30 - 19:30 | Matt Ross Community Center – Plaza Room, 8101 Marty St, Overland Park, KS, 66204, United States

Thriving in Retirement - Harris Park Community Center
2025-08-16 13:00 - 14:00 | Harris Park Community Center – AB Rooms, 110 SW Blue Parkway, Lee's Summit, MO, 64063, 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 to withdraw your retirement income
The latest facts and figures based on the latest tax laws
Find out how recent tax law changes benefit you and potentially reduce your taxes!
How to make your retirement assets work together holistically, reinforcing your retirement goals

Taxes in Retirement – Vesper Hall Senior Center
2025-08-14 18:30 - 19:30 | Vesper Hall – Multipurpose Room, 400 NW Vesper St, Blue Springs, MO, 64014, United States

Estate & Tax Planning: Surviving Retirement – North Kansas City Parks & Recreation Center
2025-08-12 18:30 - 19:30 | North KC Parks & Recreation Center – Ryan Hall, 1201 Clark Ferguson Dr, North KC, MO, 64116, United States

Taxes in Retirement – WSU Hughes Metroplex
2025-08-07 18:30 - 19:30 | WSU Hughes Metropolitan Complex – Room 132, 5015 East 29th St N, Wichita, KS, 67220, United States
