Morning at Sunrise

Conference Room (looking to stadium seating) Full

A “Morning at Sunrise” is our ongoing, educational series aimed at maintaining and enhancing financial awareness. This informal, interactive gathering is used to discuss current financial events and the implications on your investments, financial plan, tax situation, or estate plan.

Next Event:  February 13, 2020 (Thursday) at 8AM, Noon, and 4PM.

Topic:  “SECURE Act and the Markets in 2020”

We will explore the implications of the SECURE Act, the largest piece of retirement legislation in over a decade. Additionally, we’ll examine market conditions as we head into the New Year.

RSVP: Reserve your spot by sending us an email to or by giving us a phone call (913.681.0215). Please be sure to designate your preferred session (#1 – 8AM, #2 – Noon, or #3 – 4PM).