2-Day, 5-Hour Simplify Your Retirement™ Course | March 25th & April 1st
William Jewel College 17 South Jewell Street, Liberty, MOMarch 25th & April 1st 9:30 AM to 12:00 PM 17 South Jewell Street, Liberty, MO 64068
March 25th & April 1st 9:30 AM to 12:00 PM 17 South Jewell Street, Liberty, MO 64068
March 28th 6:00 PM to 8:00 PM 1101 NW Innovation Pkwy, Lee’s Summit, MO 64068
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
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
Thursday, April 20th 7:00 PM - 8:00 PM Wise Wealth Training Room 11 SE 2nd Street, Lee's Summit, MO 64063
Tuesday, April 25th 6:00 PM – 8:00 PM William Jewell College 17 South Jewell Street, Liberty, MO 64068
May 11th 7:00 PM - 9:00 PM The Pavilion at John Knox Village 520 NW Murray Rd, Lee's Summit, MO 64081
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.
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).
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.
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).
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.