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913.402.2020

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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 rolled-out "Passport to Retirement", a NO-COST, NO-OBLIGATION, comprehensive, two-night*, five and one-half 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

Cost:

This class is available at absolutely no-cost and without obligation.


Class Dates & Times:

(A1) Tuesday, April 3rd, 2018, 6:00 pm to 8:45 pm (Class 1 of 2)

AND*

(A2)  Thursday, April 5th, 2018, 6:00 pm to 8:45 pm (Class 2 of 2)

Check-in Begins at 5:45 pm


(B1)  There isn't a second class scheduled at this time. 

AND*

(B2)  There isn't a second class scheduled at this time.


Location:

Gamber Community Center

Room Shenandoah B

4 SE Independence Ave

Lee's Summit, MO

OR 

Contact our office at (913) 402-2020 and ask for Kim to request information about hosting a class at your place of business.

ALL classes are offered at no cost and without obligation.


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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