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913.402.2020

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The demand for retirement education is great as 76 million baby boomers are approaching retirement age and we at Insight Financial Services are committed to educating the community on matters of retirement. "Passport to Retirement" is a NO-COST, NO-OBLIGATION, comprehensive, two-night, six-hour retirement education program that helps participants overcome the roadblocks to a successful retirement.

Packed with seven, content-rich sections, including compelling statistics and case studies, participants can begin to understand how to make sound financial decisions. Plus, the follow-along workbook provided includes a wealth of self-analysis quizzes and worksheets to help participants long after the workshop is over.

  • Define and create your retirement
  • Assess the costs of retirement
  • Evaluate sources of income
  • Invest for the future
  • Protect your health and wealth
  • Receive funds from retirement plans
  • Manage your estate distribution

Class Dates & Times:

A1: Tuesday, September 25th (Class 1 of 2)AND*                                                                                                                             A2: Thursday, September 27th  (Class 2 of 2)

OR

B1: Tuesday, October 2nd (Class 1 of 2)AND*                                                                                                                            B2: Thursday, October 4th (Class 2 of 2)

Check-in for ALL class dates begins at 5:45 pm.

* I understand this six-hour class takes place over two nights and I am enrolling for both nights, in EITHER Class Session A1 AND A2 OR B1 AND B2. 


Location:

Shawnee Civic Centre
Little Theatre
13817 Johnson Drive
Shawnee, KS 66216


Work-Place Education:  

For information about hosting a NO-COST, NO-OBLIGATION, Passport to Retirement class for employees at your place of business, contact our office at (913) 402-2020 and ask for Kim or check the box below and we will contact you.

Instructor:

Pete Martinez, MBA

Pete Martinez, MBA
President & Founder
Insight Financial Services

Pete is passionate about and believes very strongly in the importance of educating consumers about effectively planning for retirement. Our Community Education Program was born out of that passion.

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