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Passport to Retirement

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. In 2017, we are rolling-out "Passport to Retirement", 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


These classes are available at absolutely no-cost and without obligation.

Class Dates & Times: (Choose From Class Options in September OR  October)

Class 1, Session 1 of 2: Tuesday, September 26, 2017, 6:00 p.m. to 9:00 p.m. AND

Class 1, Session 2 of 2: Thursday, September 28, 2017, 6:00 p.m to 9:00 p.m.

Class 2, Session 1 of 2:  Tuesday, October 10, 2017, 6:00 p.m. to 9:00 p.m. AND

Class 2, Session 2 of 2:  Thursday, October 12, 2017, 6:00 p.m. to 9:00 p.m.


University of Kansas, Edwards Campus
12604 Quivira Road
BEST Building Complex, East Entrance
Overland Park, KS 66213

Class 1, Session 1 of 2:  Tuesday, September 26th:  Room 125                                                                                                                               Class 1, Session 2 of 2:  Thursday, September 28th:  Room 135

Class 2, Session 1 of 2:  Tuesday, October 10th, Room 125                                                                                                                                   Class 2, Session 2 of 2:  Thursday, October 12th:  Room 135   

Parking Instructions:

Guests should park on the north side of the BEST Building Complex located off of 125th Street and enter the building through the east entrance.
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Pete Martinez, MBA
President & Founder
Insight Financial Services