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Simplify Your Retirement 2-day, 5-hour Course

University of Central Missouri 1101 NW Innovation Parkway, Lee's Summit, MO

Tuesdays: April 11th and 18th 6:30 PM - 9:00 PM University of Central Missouri Lee's Summit Missouri Innovation Campus 1101 NW Innovation Pkwy, Lee’s Summit, MO 64068  

Simplify Your Retirement 2-day, 5-hour Course

University of Central Missouri 1101 NW Innovation Parkway, Lee's Summit, MO

Saturdays: April 15th and 22nd 9:30 AM - 12:00 PM University of Central Missouri Lee's Summit Missouri Innovation Campus 1101 NW Innovation Pkwy, Lee’s Summit, MO 64068  

Simplify Your Retirement™ Workshop

William Jewel College 17 South Jewell Street, Liberty, MO

Tuesday, April 25th 6:00 PM – 8:00 PM William Jewell College 17 South Jewell Street, Liberty, MO 64068  

Education

We are passionate about education. As a former teacher, our Founder has built Wise Wealth on the foundation of wisdom. Our slogan is “First Wisdom, Then Wealth” which means that we provide education and wisdom before building successful financial plans for our clients. Financial peace comes from having a plan. After someone becomes a client, the education continues through ongoing events and workshops designed for our clients based on their needs.

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Wise Wealth University

These are regular, recurring classes we offer at our office in Lee’s Summit and /or online for our clients only that focus on different topics that clients want to learn more about (e.g., how to read your statement, how to navigate online access, Social Security, etc).

Wise Wealth Summer Education Series

Once a month throughout the summer (June, July, August), Wise Wealth presents a series of educational workshops that are relevant to our clients needs. These are awesome, engaging events for our clients to learn more and also a great way to invite guests and make introductions to Wise Wealth.

Wise Wealth University

These are regular, recurring classes we offer at our office in Lee’s Summit and /or online for our clients only that focus on different topics that clients want to learn more about (e.g., how to read your statement, how to navigate online access, Social Security, etc).

Wise Wealth Summer Education Series

Once a month throughout the summer (June, July, August), Wise Wealth presents a series of educational workshops that are relevant to our clients needs. These are awesome, engaging events for our clients to learn more and also a great way to invite guests and make introductions to Wise Wealth.