Seminars

2017 Spring Seminar Schedule
 
  Available Seminars:
    Planning for Health Care in Retirement  Please check back for dates/times
    Road Map to Retirement   Please check back for dates/times
    Create a Lasting Legacy by Stretching an IRA Please check back for dates/times
 
 
Getting the Most from Social Security

A few key decisions can make a big difference in the amount of your Social Security benefit. Learn strategies to maximize your benefit by joining me for a brief and informative seminar.

Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.  

February 14, 2017, Thursday  6:30pm-8:30pm
Independence School District Adult & Community Education
Truman High School, Room 218, 3301 S. Noland Rd., Independence, MO 64055
 
March 30, 2017, Thursday  6:30pm-8:30pm
North Kansas City School District Continuing Education
Antioch Middle School, Media Center, 2100 NE 65th St., Gladstone, MO 64118.
Registration: www.nkcschools.org/lifelonglearning or call 816-321-5010
 
 
Planning for Health Care in Retirement

Is retirement income going to be a challenge? Important decisions need to be made between the ages of 55 and 70½. Learn to balance income, growth, protection, and risk. One of the greatest expenses during retirement will be health care. Make a plan now and help secure your future income.

Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.

 
Road Map to Retirement
Learn how “mile marker” conversations can help make your road to retirement a smoother one.
  • Review your asset allocation and retirement strategy.
  • Consider taking advantage of “catch-up contributions.”
  • Review your healthcare and long-term care costs.
  • Weigh the pros and cons of rolling money over to an IRA.
  • Consider ways to help retirement income last two lifetimes with strategies to maximize Social Security benefits.

Knowing what is down the road can help you prepare for expected and unexpected events in retirement.

Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.

 
Investment Fundamentals

Today, more people realize they need a sound investment strategy to help pursue their financial goals, yet they may feel intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin. "Investment Fundamentals" is an educational workshop where we will focus on sound investment strategies designed to help you improve your financial situation.

Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.

April 4, 2017, Tuesday  6:30pm-8:30pm
Independence School District Adult & Community Education
Truman High School, Room 218, 3301 S. Noland Rd., Independence, MO 64055
 

Create a Lasting Legacy by Stretching an IRA

Whether it's up or down, the market is always on the move. How will you react to changing market conditions? What effects could your actions have on your financial approach? Many people have questions about their investment strategy, yet they never find the time to get them answered. In this workshop, we'll discuss how emotions affect investment decisions, general market expectations for three types of investors, and lessons from the last 82 years of U.S. economic history.

Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.