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Tax Planning Opportunities for Government Employees – Merriam Community Center

Merriam Community Center Campbell/Kessler Rooms 6040 Slater St, Merriam, KS, 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 […]

Free

Social Security Strategies – Trails West Branch Library

Trails West Branch Library - A+B Rooms 11401 E 23rd St S, Independence, 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 […]

Free

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Trails West Branch Library

Trails West Branch Library - A+B Rooms 11401 E 23rd St S, Independence, MO, 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 […]

Free

Avoid the Top Estate Planning Mistakes – High Blue

High Blue - Multipurpose Room AB 16400 N Mullen Rd, Belton, MO, 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 […]

Free

Taxes in Retirement – Exploration Place

Exploration Place – Discover Rooms A&B 300 N McLean Blvd, Wichita, 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 […]

Free

Social Security Strategies – Olathe Indian Creek Library

Olathe Indian Creek Library - East Event Space 16100 W 135th St, Olathe, 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 […]

Free

Medicare Open Enrollment Planning – Butler Community College (Andover Campus)

Butler Community College - Grizzly Den 715 E 13th St, Andover, KS, 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 for […]

Free

Estate & Tax Planning: Surviving Retirement – WSU Hughes Metropolitan Complex

WSU Hughes Metropolitan Complex - Room 132 5015 East 29th St N, Wichita, KS, 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 […]

Free

Taxes in Retirement – Gladstone Community Center

Gladstone Community Center - Gladstone Room 6901 N Holmes St, Gladstone, 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 […]

Free

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – WSU Hughes Metropolitan Complex

WSU Hughes Metropolitan Complex - Room 132 5015 East 29th St N, Wichita, 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 […]

Free

Medicare Open Enrollment Planning – Gladstone Community Center

Gladstone Community Center - Gladstone Room 6901 N Holmes St, Gladstone, 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 for […]

Free

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – North-East Branch Kansas City Public Library

North-East Branch Kansas City Public Library - Room A+B 6000 Wilson Ave, Kansas City, MO, 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 […]

Free