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Previous Events

Client Appreciation Event

October 3, 2019

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Medicare Supplemental Insurance Lunch

September 18, 2019

Do Medicare Supplemental Plans cause you angst and confusion? Choosing which plan is right for your needs, finding the best rates, and knowing when to enroll can be overwhelming. We're bringing in Denise Dias with the Johnson County K-State Research and Extension Office to provide helpful tips on navigating through this process. Whether you're nearing enrollment age or already have Medigap Coverage, this lunch is for you!

Disclosures: Johnson County K-State Research and Extension Office is not affiliated with LPL Financial and BridgeQuest Wealth Strategies.

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Aging Mastery Program

August 1 - October 3, 2019

We're excited to announce our partnership with the Johnson County Parks & Recreation Aging Mastery Program (AMP), using holistic education to help people make the most of their lives by improving health, financial well-being, social connectivity, and overall quality of life. The 10-session program combines goal-setting, daily practices, and peer support to help participants make meaningful changes in their lives.

Disclosures: Johnson County Parks & Recreation Aging Master Program is not affiliated with LPL Financial and BridgeQuest Wealth Strategies.

Bucket List Travel Lunch

May 16, 2019

Life is full of places, people, food and culture to experience. What’s on your bucket list? Whether you want to join a tasty tour of Kansas City restaurants, take a short trip to Pella, Iowa to enjoy the beautiful tulip displays, or travel across the pond to explore Europe for the first time, Johnson County Park and Recreation District can get you there. Join us to hear the endless opportunities for traveling and exploring with JCPRD. Lunch will be provided.

Disclosures: Johnson County Parks & Recreation is not affiliated with LPL Financial and BridgeQuest Wealth Strategies.

Tidying Up Your Life and Finances

February 28, 2019

Sometimes life can be chaotic. Keeping your personal and financial life organized may seem like a daunting task, but it doesn't have to be. Come listen to Karen with Organizing Etc. speak about how get control of your physical space, and Matt and Greg on how to keep your finances organized. This is a lunch you won't want to miss!

Disclosures: Organizing Etc. is not affiliated with LPL Financial and BridgeQuest Wealth Strategies.

Client Appreciation Dinner

October 25, 2018

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Are You Prepared?

September 26, 2018

Being prepared is at the core of what matters most to so many people. Come learn about emergency preparedness and creating a plan to bring you peace of mind.

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Roasterie Tour

May 16, 2018

We will get a behind the scenes guided tour and history of The Roasterie's roots in Danny's garage to current day operations. Bring a friend/colleague/caffeine lover, and we will cover the $5 tour fee for you and your guest. We'll begin the event with light pastries and of course, coffee. Space is limited! It's first come, first served, so please RSVP as soon as possible.

Health and Wellness

March 7, 2018

As part of our planning process, we ask every client what concerns they have now and in the future. A top answer is always health and wellness. Not just healthcare costs, but remaining healthy to enjoy life to the fullest. What can you do to impact that today? Run for Congress? Probably not. Come learn from a local fitness business owner simple and practical ways to develop a fitness plan to impact your quality of life and your personal cost of healthcare. And oh, by the way, wear some comfortable shoes.

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What is Goals-Based Investing?

January 24, 2018

Come learn how we're using Goals-Based Planning to determine our investment strategies. We'll get a little nerdy this month and dig into our investment process and how we use planning to build client portfolios. This will be a Q&A roundtable discussion.

Planning and Preparing to Live a Long Life

November 15, 2017

What do I need to do now to be preparing for the later years of my life or my loved one's life? What if I have a loved one with a mental or physical limitation? How could military experience impact my options? Come share your thoughts and hear local estate planners give their perspective on these questions.  

Caring for Aging Loved Ones

October 18, 2017

How do you know when it's time to get professional help for an aging parent or loved one? How do you go about doing that? Is it possible to keep your loved one in the comfort of their home? If not, how do you look for and evaluate other options? Come interact with your peers in similar situation and hear from local care industry experts on these questions as well.

Taste of Kansas City

September 21, 2017

Drop by our office for a fun event, and enjoy some of Kansas City's hidden gems. We're excited to share a few of our favorite local drinks, appetizers, and sweets with you.

Meaningful Travel

July 12, 2017

What's on your Bucket List? If unforgettable travel to wonderful places both near and far is on the list, you won't want to miss this breakfast. Come hear ways to combine fun, adventure, and relational purpose.

June Golf Event

June 21, 2017

Whether you hit a driver like Bubba Watson or you've never heard of Bubba Watson, come enjoy a breakfast, brief golf instruction, and a little competition for everyone (think putting contest).