At Wealth Partners, we hold informational workshops for our clients and the greater community that feature information on various retirement topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop.
By attending a workshop or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.
Please contact us at 913-685-3207 for workshop/event information.
Steve has over 18 years of experience in financial planning, income planning and money management.
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.