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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01

Simplify Your Retirement Course

A comprehensive personal finance course for those in the early stages of retirement—or about to retire—empowering attendees to prepare for a stable retirement income and develop a plan for their unique retirement situation and goals.
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02

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).
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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.
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Continuing Education


Our passion, and the foundation of every decision we make with clients, all comes back to first having a plan, then building wealth. Because of this, we offer different classes and seminars to equip our clients with the answers they need.

Our Resources

Retirement Guides, Calculators and Videos.

Our Events

Educational events and Summer Educational Series.

KC Live


The release of the book “Simplify Your Retirement” prompted much community interest as many are looking for simple steps to prepare for retirement, while still getting the professional guidance along the way.

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