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Social Security Strategies – Merriam Community Center

Merriam Community Center Campbell/Kessler Rooms 6040 Slater St, Merriam, 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

Tax Planning Opportunities for Government Employees – Butler Community College (Andover Campus)

Butler Community College - Grizzly Den 715 E 13th St, Andover, 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

Estate & Tax Planning: Surviving Retirement – Metropolitan Community College Maple Woods

Metropolitan Community College Maple Woods - Campus Center 103 2601 NE Barry Rd, Kansas City, 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 […]

Free

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Metropolitan Community College Maple Woods

Metropolitan Community College Maple Woods - Campus Center 103 2601 NE Barry Rd, Kansas City, 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 – Butler Community College (Andover Campus)

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

Free

Medicare Made Simple – Exploration Place

Exploration Place – Discover Rooms A&B 300 N McLean Blvd, Wichita, KS, United States

Join Market Advisory Group for a Medicare class to learn: What options you can have to optimize your Medicare coverage (in coordination with your spouse if applicable) Find out the difference between Original Medicare, Medicare Advantage and Supplement Plans (which one is right for you?) Medicare Basics – Parts A, B, C, & D

Free

Avoid the Top Estate Planning Mistakes – 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 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

Avoid the Top Estate Planning Mistakes – Vesper Hall Senior Center

Vesper Hall - Multipurpose Room 400 NW Vesper St, Blue Springs, 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

The One Big Beautiful Bill Act & You: Impacts to Tax & Retirement – Sedgwick County Extension Education Center

Sedgwick County Extension Education Center - Sunflower Room 7001 W 21st St, Wichita, KS, 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

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – Excelsior Springs Community Center

Excelsior Springs Community Center - Community Room 500 Tiger Dr, Excelsior Springs, 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 […]

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Taxes in Retirement – Cargill Learning Center

Cargill Learning Center - Wetlands Room 5555 W Zoo 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 […]

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Maximize Social Security, Minimize Taxes – Derby Public Library

Derby Public Library - Community Room 1600 E Walnut Grove Rd, Derby, KS, 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 […]

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