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We invite you to join us for a complimentary class
and light meal to learn retirement planning strategies
Soon to Retire
Retirement Planning Strategies with
IRA Rollovers, Roth Conversions, and Social Security
Tuesday, July 11, 2023, 6:00 pm to 7:30 pm
How to Retire and not Die
Wednesday, July 19, 2023, 6:00 pm to 7:30 pm
Classes held at Steffes Financial conference room
8655 College Blvd, Overland Park, KS 66210
(SE Corner of College and Antioch)
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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