No Matter If You're Married, Single, Widowed, or Divorced, This Is a Must-Attend Event for All Women!
Event Details
The Historic Theatre Building
5913 Woodson Rd, Mission, KS 66202
Thursday, February 6th at 12:30PM
-OR-
Thursday, February 6th at 6:00PM
Seating is limited and reservations are required!
Attend this FREE event to learn:
- The most common mistakes regarding Social Security, how to avoid them, and how to maximize this benefit!
- The need-to-know strategies to prevent outliving your hard-earned money in retirement.
- How to create a legacy plan that protects you, your spouse or your heirs from the IRS and probate courts.
- Protecting your money from market volatility and the dozens of options available to you.
- Increase your knowledge and confidence which will assist you in making the best decisions for a stress-free retirement!
Learn about financial planning in a comfortable and supportive atmosphere!
Some of the topics we will cover are:
How to Create Income During Retirement You Cannot Outlive
Revising Estate Plans for Major Life Changes
Preventing Excess Taxes in Retirement & Maximizing Social Security Benefits
The Potential Tax Hikes Women Face in Retirement
Options Available to You to Protect Your Wealth
The Top 4 Things Your Financial Advisor Should Be Doing for You
DID YOU KNOW:
You might not have immediate access to your spouses' money if you don't make the proper plans. It could take months or even years to sort out financials if you don't plan carefully.
This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.
"I never felt comfortable talking about finances but I was surprised how easy and rewarding it could be to start planning"
Event Starts In
Meet Our Presenters
Barbara Gulin
Barbara Gulin, President and Chief Compliance Officer
Barbara spent most of her childhood hopping around the country as her parents were Civil Service employees with the Veteran’s Administration. She is grateful to her grandfathers, both World War II veterans, and her uncles and cousins who also served in the military. Barbara and Adam have been married since 1997. When she isn’t helping Adam, or providing taxi service to their youngest daughter, you can usually find Barbara with her nose in a good book or watching a baseball game. ♦ Insurance experience since 2004 ♦ Investment experience since 2004 ♦ Co-Founder Safe Harbor Financial Planning Group, LLC. Registered Investment Advisor ♦ Series 65 Securities License (Investment Advisor). This license requires the advisor to work at the Fiduciary level, meaning the client’s needs and desires are paramount to anything else.
Jamie Weese
Jamie Weese, Founder, Weese Law Firm Jamie Weese was born and raised in Kansas City, obtaining her Bachelors from the University of Missouri-Kansas City and her law degree from the University of Kansas. She worked for Commerce Trust Company immediately after law school and opened Weese Law Firm in 2011 to help the residents of KC with their estate planning, probate, and small business needs. Currently, Jamie is still active in her growing practice and is a frequent presenter on estate planning and probate topics, including continuing education classes for the National Business Institute. Jamie is active in her community as the Founding President of the USD 232 Education Foundation and on the advisory board for the First Responders Support Team - Midwest. Additionally, she is an assistant coach for Girls on the Run at her son’s school and volunteers in numerous roles at her church. In her free time, Jamie enjoys spending time with her husband and children and providing color commentary for any sporting event she is watching.
Taking Care of What Matters First
This event is hosted by Safe Harbor Financial
Safe Harbor Financial Planning Group, LLC serves Kansas City, MO, San Antonio, TX and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Safe Harbor Financial Planning Group, LLC.
“NASAA Women in Transition -.” NASAA, 17 July 2019, https://www.nasaa.org/2365/women-in-transition/.
Mannes, George. “Many Women Feel Unprepared for Retirement.” AARP, 6 Mar. 2018, https://www.aarp.org/retirement/planning-for-retirement/info-2018/women-retirement-study-fd.html.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Safe Harbor Financial Planning Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investing involves risk including the potential loss of principal. Fee-based financial planning and investment advisory services are offered by Safe Harbor Financial Planning Group, LLC a Registered Investment Advisor in the States of Kansas, Missouri and Texas. Insurance products and services are offered through Gulin Financial Corporation (Adam Gulin) and BG Financial Services (Barbara Gulin). Safe Harbor Financial Planning Group, LLC & Gulin Financial Corporation are affiliated companies. Safe Harbor Financial Planning Group, LLC and BG Financial Services are related companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Kansas, Missouri, Texas or where otherwise legally permitted. Safe Harbor Financial Planning Group, LLC, Gulin Financial Corporation, BG Financial Services, Adam Gulin, Barbara Gulin, and Michael Porembski are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.