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Please join us for a complimentary class and light meal to learn more on our approach to wealth management.
How to Choose a Financial Planner
Tuesday, November 1, 2022, 6:00 pm to 7:00 pm
Retirement Planning is more than numbers
How to Plan for a Purpose
Wednesday, November 9, 2022, 6:00 pm to 7:00 pm
IRA Rollovers & Roth Conversions,
Crazy or Crazy like a Fox?
Thursday, November 17, 2022, 6:00 pm to 7:00 pm
Classes held at KU Edwards Campus, Regnier Hall
127th and Quivira, Overland Park, KS 66213
Enter from 127th Street, first floor, Room 156
At Steffes Financial, we offer prospective clients the above educational classes to learn more on our approach to wealth management or we can schedule a complimentary meeting offering a:
1. Review of your goals and time horizon.
2. Morningstar portfolio analysis and fee review.
3. Retirement planning analysis. Are you on track?
Although Steffes Financial does not charge a fee for attending the educational event or the consultation and the event/consultation offers educational information, the goal of the event and consultation is to result in the establishment of an advisory relationship. There is a household accounts minimum of $500,000 for advisory management clients, which could be waived at the discretion of Steffes Financial, based on the needs of the client and the complexity of the situation.
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