At It's Your Money, we hold informational seminars for our clients and the greater community that feature information on specific topics. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.
We are an independent retirement services firm helping individuals create retirement strategies using a variety of income and insurance products to custom suit their needs and objectives.
Join us at Bandana's BBQ* to learn how we use specific Index Annuity strategies to help our clients achieve MEANINGFUL GAINS when the stock market is up WHILE PROTECTING them from ANY LOSS when it goes down; also learn how to create a retirement INCOME you CANNOT OUTLIVE; also the secrets to creating TAX FREE INCOME, and FINALLY learn how to MAXIMIZE your Social Security. Call 816-354-2445 to reserve your seats.
*Reservations are required. To reserve your seats for you and up to 3 guests, RSVP at 816-354-2445.