Ask the experts about taxes, retirement, insurance, & bookkeeping

Free live financial education events

Attend a FREE live event

If finances leave you feeling confused and overwhelmed, you’re not alone. That’s why we’re big on financial education. We help you become well-educated and confident, so you can make smart financial decisions. You only want to retire once – so make sure you do it right!

We do a lot of free, live, in-person events at libraries and community centers in Greater Springfield, Missouri, and Bentonville, Arkansas. There is no cost or obligation.

We explain complicated financial topics in an easy-to-understand manner. If you attend one of our events, you’ll walk away with greater confidence to make financial decisions. You can even ask questions from one of our experts.

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Topics covered:

At our free live events, we talk about the things that are most concerning to retirees and pre-retirees:

  • Social security (when to take it, how to take it)
  • Medicare options and prescription drugs
  • Taxation in retirement and how it affects your investment portfolio
  • The longevity of your money (and how to make it last longer)
  • The lack of pension plans (and how to possibly replicate a personal pension plan)

These events are very casual. You don’t need to provide any personal information. And you don’t need to bring any financial documents (social security, banking accounts, etc.). You can just sit back and learn.

We’ll also give you some free documents with some education that you can take notes on and think about after the event.

View Upcoming Events

No sales pitch

We do these live events to educate our community. There is no pressure to buy anything or sign up as a client. If you want to schedule an appointment with us, you can. But you’re not obligated to do so.

We want to answer as many of your finance and insurance questions as possible. But because of time constraints, or the very personal nature of some questions, we might have to answer some questions during an appointment or a phone call.

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Live event at Compass Financial.

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Simply fill out the form below, and we’ll save your spot.

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