Author: Heatherlee Peterman
Webinar Replay – Navigating Travel with Financial Confidence
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
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
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?
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 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…