Market Advisory Group

Medicare Open Enrollment Planning – Village Travel
2025-10-18 13:00 - 14:00 (America/Chicago) | Village Travel – Departure Room, 4255 N Ridge Rd, Wichita, KS, 67205, 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 supplemental insurance.
• Will you have an Income Related Monthly Adjustment?
• How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs
• How to get extra assistance paying for prescription drugs in retirement
• Which plan is right for you

Prescription Drug Plans:

• Learn about enrollment periods and potential penalties
• How to accurately project expenses on a Prescription Drug Plan
• How to maximize your benefit from your PDP
• Gain a better understanding of PDPs
• Legal changes coming to PDPs in the next few years

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – Village Travel
2025-10-18 10:30 - 11:30 | Village Travel – Departure Room, 4255 N Ridge Rd, Wichita, KS, 67205, 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 you qualify for Medicaid without spending down all your assets?
Do beneficiaries pay taxes on Life Insurance?

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
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.

Taxes in Retirement – Cargill Learning Center
2025-10-14 18:30 - 19:30 | 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

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – Excelsior Springs Community Center
2025-10-14 18:30 - 19:30 | Excelsior Springs Community Center – Community Room, 500 Tiger Dr, Excelsior Springs, MO, 64024, 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

Avoid the Top Estate Planning Mistakes – Vesper Hall Senior Center
2025-10-09 18:30 - 19:30 | Vesper Hall – Multipurpose Room, 400 NW Vesper St, Blue Springs, MO, 64014, 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 estate and retirement plan

Avoid the Top Estate Planning Mistakes – Harris Park Community Center
2025-10-07 18:30 - 19:30 | Harris Park Community Center – AB Rooms, 110 SW Blue Parkway, Lee's Summit, MO, 64063, United States

Medicare Made Simple – Exploration Place
2025-10-07 18:00 - 19:30 | Exploration Place – Discover Rooms A&B, 300 N McLean Blvd, Wichita, KS, 67203, 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

Avoid the Top Estate Planning Mistakes – Butler Community College (Andover Campus)
2025-10-04 13:00 - 14:00 | Butler Community College – Grizzly Den, 715 E 13th St, Andover, KS, 67002, United States

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
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.

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
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?

Social Security Strategies – Merriam Community Center
2025-10-02 18:30 - 19:30 | Merriam Community Center Campbell/Kessler Rooms, 6040 Slater St, Merriam, KS, 66202, 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 benefits for widowed and divorced spouses
Five factors that could reduce the actual payments you receive

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

Social Security Strategies – Midwest Genealogy Center
2025-09-30 18:30 - 19:30 | Midwest Genealogy Center – Room A, 3440 S Lee's Summit Rd, Independence, MO, 64055, 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

Social Security Strategies – Metropolitan Community College Blue River
2025-09-27 13:00 - 14:00 | Metropolitan Community College Blue River – Campus Center 101, 20301 East 78 Highway, Independence, MO, 64057, 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

Social Security Strategies – Butler Community College (Andover Campus)
2025-09-25 18:30 - 19:30 | Butler Community College – Grizzly Den, 715 E 13th St, Andover, KS, 67002, United States

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

Medicare Open Enrollment Planning – Tomahawk Ridge Community Center
2025-09-18 18:30 - 19:30 | Tomahawk Ridge Community Center – Crest Room, 11902 Lowell Ave, Overland Park, KS, 66213, United States

Social Security Strategies – Cargill Learning Center
2025-09-18 18:30 - 19:30 | Cargill Learning Center – Wetlands Room, 5555 W Zoo Blvd, Wichita, KS, 67212, United States

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – North-East Branch Kansas City Public Library
2025-09-16 18:30 - 19:30 | North-East Branch Kansas City Public Library – Room A+B, 6000 Wilson Ave, Kansas City, MO, 64123, United States

Medicare Open Enrollment Planning – Gladstone Community Center
2025-09-13 13:00 - 14:00 | Gladstone Community Center – Gladstone Room, 6901 N Holmes St, Gladstone, MO, 64118, United States

Protecting Your Assets & Estate from the Rising Costs of Long-Term Care – WSU Hughes Metropolitan Complex
2025-09-13 13:00 - 14:00 | WSU Hughes Metropolitan Complex – Room 132, 5015 East 29th St N, Wichita, KS, 67220, 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
