KU Edwards Campus
12600 S Quivira Rd
Overland Park, KS 66213
– KU Edwards Campus on May 17 at 6:30 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at KU Edwards Campus. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Since 2007, David has helped hundreds of Kansas City families establish sophisticated yet easy-to-understand solutions for protecting and preserving wealth while minimizing tax exposure.
David focuses on retirement planning and asset preservation and has built a reputation among clients as a problem solver who provides exceptional customer service. He has over 25 years invested in providing advice to local families.
David holds both master’s and bachelor’s degrees as well as life, accident and health insurance licenses in Kansas. He passed the Series 65 securities exam to become an Investment Advisor Representative. David has been recognized five times by KC Business magazine as a “FIVE STAR Wealth Manager: Best in Client Satisfaction℠.” This distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company. A maximum of 7 percent of financial professionals in any market area receive this prestigious award.
David and his lovely wife, Ashley, live in Overland Park. David is a loyal Chiefs, Royals and Big 12 fan. He likes to travel and to enjoy various sports and games with his family.
© 2022 The Prepare Institute
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.