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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


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

Class Dates & Times:

Session 1 of 2:  Tuesday, October 10, 2017, 6:00 p.m. to 9:00 p.m., Regnier Hall, Room 356 AND

Session 2 of 2:  Thursday, October 12, 2017, 6:00 p.m. to 9:00 p.m., Regnier Hall, Room 356


University of Kansas, Edwards Campus
12610 Quivira Road
Regnier Hall, Room 356
Overland Park, KS 66213                                                                                                               

Parking Instructions:

Guests should park on the south side of Regnier Hall (located on the north side of 127th Street, just west of Quivira).
Campus Map


Pete Martinez, MBA
President & Founder
Insight Financial Services