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.

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.

Upcoming Events
Springfield, MO
Tuesday, October 10th at 6pm
& Thursday, October 12th at 6pm
3271 E. Battlefield Road suite 250, Springfield, MO
Bentonville, AR
To be announced
Go ahead and register below.
We’ll contact you when the event is scheduled.
Register Now
Simply fill out the form below, and we’ll save your spot.