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Author: Heatherlee Peterman

Webinar Replay – Navigating Travel with Financial Confidence  December 18, 2023 By Heatherlee Peterman

If you are traveling in 2024, we want to ensure you're well-prepared to make the most of your trave…

Webinar Replay – Enjoy tax-free IRA distributions with the impact of QCDs  December 4, 2023 by Heatherlee Peterman

If you are retired (or planning to soon) you won't want to miss this discussion of how to enjoy tax-free IRA distributions with the impact of QCDs. Join us December 14th, with Sound Stewardship's …

Webinar Replay: Major Tax Credits for Kansas Residents  November 3, 2023 by Heatherlee Peterman

If you are a resident of Kansas, you may be missing out on one of the best tax breaks available! Join us November 16th, when Sara Bloom, a KS Community Development Specialist, shares with us how …

Webinar Replay: Are you prepared for the next disaster?  September 11, 2023 by Heatherlee Peterman

Natural disasters happen somewhere in our country every year. Join us for a webinar with our own Wealth Advisor, Joel Reimer. September is Disaster Preparedness Month, and you won't want to miss…

Webinar Replay: Mastering the college search process  August 9, 2023 by Heatherlee Peterman

August 17, 2023 | 12:00-1:00 pm (Central) Join us for a webinar with special guest Cozy Wittman from College Inside Track. This past year has resulted in some of the most significant changes to th…