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 Simplify Your Retirement® 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.

Simplify Your Retirement®
September 26, 2023 | 6:30 PM

Simplify Your Retirement® Workshop

University of Central Missouri

Lee’s Summit Missouri Innovation Campus
1101 NW Innovation Pkwy
Lee’s Summit, MO 64068

September 30, 2023 | 10:00 AM

Simplify Your Retirement® Workshop

University of Central Missouri

Lee’s Summit Missouri Innovation Campus
1101 NW Innovation Pkwy
Lee’s Summit, MO 64068

October 3, 2023 | 6:30 PM

Simplify Your Retirement® Workshop

Mid-Continent Public Library

1665 S Withers Rd
Liberty, MO 64068

October 7, 2023 | 10:00 AM

Simplify Your Retirement® Workshop

Mid-Continent Public Library

1665 S Withers Rd
Liberty, MO 64068

October 10, 2023 | 6:30 PM

Simplify Your Retirement® Workshop

University of Central Missouri

Lee’s Summit Missouri Innovation Campus
1101 NW Innovation Pkwy
Lee’s Summit, MO 64068

October 14, 2023 | 10:00 AM

Simplify Your Retirement® Workshop

University of Central Missouri

Lee’s Summit Missouri Innovation Campus
1101 NW Innovation Pkwy
Lee’s Summit, MO 64068

October 17, 2023 | 6:30 PM

Simplify Your Retirement® Workshop

Mid-Continent Public Library

1665 S Withers Rd
Liberty, MO 64068

October 21, 2023 | 10:00 AM

Simplify Your Retirement® Workshop

Mid-Continent Public Library

1665 S Withers Rd
Liberty, MO 64068

November 28, 2023 | 6:00 PM

Simplify Your Retirement® Workshop

Wise Wealth Training Room

11 SE 2nd St
Lee’s Summit, MO 64063

Summer Education Series

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.
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.
Additional Resources

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Read Stephen's Book

Simplify Your Retirement: Timeless Principles to Achieve Financial Peace