We believe that knowledge applied leads to financial peace of mind.

As an education-based financial planning firm, we offer continued education for new and existing clients to help you build confidence throughout your retirement.

We believe that education should take someone from knowledge to wisdom.

Our educational events are designed to teach you the principles of retirement planning and how to set retirement goals. We cover the challenges retirees face and how to address them, as well as a simple and effective “Three Bucket Approach” to financial planning in your retirement years.

RETIREMENT Seminars

The Retirement Freedom Plan Dinner Seminars serve as an introduction to Wise Wealth, an education-based financial planning firm. Ideally, these seminars are designed for people within 5-10 years of retirement up to the first 5-10 years in retirement.  These seminars have been developed to inform and educate participants on the key risks that must be addressed in a retirement plan, the necessity of having a plan, the principles of retirement planning, and a roadmap on how to put together a retirement income plan that leads to freedom and confidence.  

RETIREMENT Workshops

The Simplify Your Retirement Workshop is an introductory class designed for new financial planning clients of Wise Wealth. This 2-hour workshop will educate participants on the principles of retirement planning, the Wise Wealth Three Bucket Approach, and the 6 areas of a Retirement Freedom Plan™.  Learn how to allocate your investments, review various products, and access the full range of planning options available as a client.

June 27, 2024 | 6:00 PM

Simplify Your Retirement® Workshop

Wise Wealth Training Room

11 SE 2nd St
Lee’s Summit, MO 64063

Summer Education Series

Our Summer Education Series is designed as continued education for our Wise Wealth clients and their guests. The series takes place in June, July, and August and covers a variety of retirement-related topics relevant to our client’s needs.

July 18, 2024 | 6:30 PM

Summer Education Series

UCM – Lee’s Summit

1101 NW Innovations Pkwy, Lee’s Summit, MO 64086

August 15, 2024 | 6:30 PM

Summer Education Series

Bridge Space

210 SW Market St, Lee’s Summit, MO 64063

Wise Wealth Summer Education Series

Once a month throughout the summer, Wise Wealth presents a series of educational workshops that are relevant to our client’s needs.

July 18, 2024 | 6:30 PM

UCM – Lee’s Summit

1101 NW Innovations Pkwy, Lee’s Summit, MO 64086

August 15, 2024 | 6:30 PM

Bridge Space

210 SW Market St, Lee’s Summit, MO 64063

Wise Wealth University

Wise Wealth University

Our Wise Wealth University classes are reoccurring and are focused on specific retirement topics such as Cash Alternatives, Long-Term Care, Tax Planning, and more!

We are known for education and simplicity

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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Simplify Your Retirement: Timeless Principles to Achieve Financial Peace