Upcoming Events Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. Tidying Up Your Life and Finances Thursday, February 28th at 11:30 AM | Cinzetti's (7201 W 91st St, Overland Park)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!Email [email protected] to RSVP.Disclosures: Organizing Etc. is not affiliated with LPL Financial and BridgeQuest Wealth Strategies. Aging Mastery Program First Session: January 10 - March 14, 2019 | Registration FullSecond Session: March 5 - May 7, 2019 | Registration OpenWe'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.Want to sign up? Visit JCP&R Aging Mastery Program. Disclosures: Johnson County Parks & Recreation Aging Master Program is not affiliated with LPL Financial and BridgeQuest Wealth Strategies. Previous Events Client Appreciation Dinner October 25, 2018 Watch Event Video 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. Read Event Recap 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. Read Event Recap 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).