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Community Education


Retirement Planners University


At Insight Financial Services, we foster a spirit of lifelong learning for adults of all ages through our Retirement Planners University. Founded in 2015 and formerly called the Insight Financial Services Senior College, we have partnered with two area Community centers to deliver a full curriculum on a variety of topics relative to those nearing and/or at retirement age.

Planning for a retirement that may very well last 10, 20, 30 years or longer may be overwhelming! For those families assisting aging parents, the challenges may become even greater!! Breaking it down piece-by-piece not only makes sense, but makes it easier to plan ahead so you can take a proactive versus reactive approach to retirement planning. Topics to be presented in the Retirement Planners University address a wide variety of needs you are likely to face in your retirement years. All attendees will receive a free gift for each class attended.

“Live as if you were to die tomorrow.
Learn as if you were to live forever.”

Mahatma Gandhi
October 2, 1869 – January 30, 1948


Retirement Planners University at Blue Valley Rec

7720 West 143rd Street
Overland Park, KS 66223

Pre-register with BVR for Classes: (913) 685-6000 OR
Online at www.Bluevalleyrec.org

Classes are at no cost and under no obligation

All Classes are on Thursday Nights
6:30 p.m. to 8:00 p.m.

9/14/17

“Women & Investing”, Pete Martinez, MBA

According to the 2014 “Financial Experience & Behaviors Among Women” study by Prudential, 80% of women report they feel unprepared for retirement. In this discussion, we’ll address the challenges women investors may face and effective management strategies to help you overcome them, including how to protect your legacy.

10/19/17

“Annuities / Variable Annuities in Retirement Planning”, Greg Keal, CLU®, RFC®

The resources used for funding retirement often come from a variety of sources. In this class, we’ll discuss the various types of annuities you may want to consider, such as immediate versus deferred, tax-deferred, indexed and variable. We’ll address optional guaranteed death benefits, withdrawal strategies, contract fees and charges, and tax consequences.

11/9/17

“Family Financial Workshop: Pursuing Success for Every Generation”, Pete Martinez, MBA

As a Financial Adviser, I help my Clients manage and build wealth. But what might happen to your retirement nest egg if your children don’t’ effectively manage their financial affairs and become a “boomerang kid”? In this discussion, we’ll help you identify your own financial values and introduce strategies for how to have important, financial conversations with your children (of any age) to help your family connect about wealth. You’ll also craft a “Family Mission Statement”.


Retirement Planners University at Lenexa Community Senior Center

13425 Walnut Street
Lenexa, KS 66215

Pre-register for Classes: (913) 477-7100 OR
On-line at www.Lenexa.com/GetActive

Classes are at no cost and under no obligation

All Classes are on Tuesday Nights
6:30 p.m. to 7:30 p.m., Pete Martinez, MBA
7:30 p.m. to 8:30 p.m., Greg Keal, CLU®, RFC®

9/19/17

“Women & Investing”, Pete Martinez, MBA

According to the 2014 “Financial Experience & Behaviors Among Women” study by Prudential, 80% of women report they feel unprepared for retirement. In this discussion, we’ll address the challenges women investors may face and effective management strategies to help you overcome them, including how to protect your legacy. Pre-register with BVR for Classes: (913) 685-6000 OR On-line at www.Bluevalleyrec.org.

“Medicare Alphabet Soup”, Greg Keal, CLU®, RFC®

For most retirees, Medicare will be your primary source for healthcare coverage in retirement, but understanding Medicare can be complicated. In Part I of this topic, we’ll address Medicare Plans A, B and D and help you understand the coverages and costs associated with each.

10/17/17

“Where Do We Go From Here?”, Pete Martinez, MBA

In this open-forum discussion, we will recap earlier subject matter and address your unresolved questions and concerns. The objective of this discussion will be to help you understand and identify a strategy for what might be your next logical step.

“Medicare Supplement and Medicare Advantage Plans”, Greg Keal, CLU®, RFC®

In Part II of our Medicare discussion, we’ll address how Medicare works with other insurance, including five things you need to know about retiree insurance you may have available through an employer. We’ll introduce Medigap policies and help you understand eight things you need to know about them, how to compare Medigap policies (they’re an entirely different can of Medicare Alphabet Soup!) and where to find assistance in shopping for Medicare Supplement and Medicare Advantage plans in the Medicare Marketplace.

11/14/17

“Family Financial Workshop”, Pete Martinez, MBA

As a Financial Adviser, I help my Clients manage and build wealth. But what might happen to your retirement nest egg if your children don’t’ effectively manage their financial affairs and become a “boomerang kid”? In this discussion, we’ll help you identify your own financial values and introduce strategies for how to have important, financial conversations with your children (of any age) to help your family connect about wealth. You’ll also craft a “Family Mission Statement”.

“Protecting Your Identity”, Greg Keal, CLU®, RFC®

As technology advances and we stay “connected” with family and friends through internet-based applications and social media, as well as through the convenience of on-line shopping, we may be increasing our vulnerability to identity theft. We’ll address six nefarious ways thieves can “steal your identity”, on-line social networking sites, and the three “Ds” of identity theft prevention and protection.


Pete Martinez, MBA

Lead Instructor

Pete Martinez, MBA

Pete is passionate about and believes very strongly in the importance of educating consumers about effectively planning for retirement. The Retirement Planners University was born out of that passion.

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The Retirement Planners University is a series of classes being offered through Insight Financial Services. The opinions voiced in these classes are for general information only. The Retirement Planners University is not an accredited university and you will not receive a degree upon completion of the courses. The classes are not intended to provide specific advice or recommendations for any individual. The listing of vendor or product in these classes does not constitute an endorsement or warranty of the vendor or product by National Planning Corporation (NPC).