2025 Calendar Of Events…
DON’T KEEP US A SECRET!
If you know someone that is not a client with our firm, who would benefit from our informative workshops, bring them along. Let them experience the value added education and community building events we offer to our clients!
RSVP: Angel Halls, [email protected] OR 913.529.2304
Save The Date!
Market Outlook
February 19, 2025
Join us for Market Outlook 2025 with guest speaker Chris Kuehl of the Armada Group. Known for his expert insights into the global economy, Chris is a highly sought-after speaker and analyst, regularly featured on various news platforms. His approachable and well-received information makes complex economic trends accessible to both investors and industry professionals. Don’t miss this opportunity to gain valuable perspectives on the financial landscape of 2025!
Spring Shred & Electronics Recycling Open House
April 5, 2025
We’ve invited back PCs for People, a non-profit organization that refurbishes or recycles electronics to help low-income individuals gain computer access. They will pick up and recycle your old PC equipment, printers, various electronics and even the cords and battery backups. Proshred bins will be on-site to safely shred and dispose of your old documents. Take advantage of this opportunity to Spring Clean your home office!
Client Appreciation Day with the Monarchs
June 1, 2025
Bring the family and join us at Legends Field Home Run Patio as our hometown Monarchs take on the Sioux Falls Canaries. We’ll enjoy an All-You-Can-Eat Ballpark Buffet and fantastic view of the game in a private shaded area. Tickets are limited so reserve with your party size early. Legends Field observes a Clear Bag policy and children under 2 years old do not need a ticket.
Estate Planning with Kirsten Schroeder Larson
September 10, 2025
You may remember Kirsten Schroeder Larson as a member of the Aging Parent Team that presented for us last year. After request for more of her insight and experience on estate planning, she's returning to share her expertise with us. Her goal is to connect the legal aspects with your personal needs, helping you create or update an estate plan for peace of mind. Join us for this informative session.
Veterans Day Lunch
November 12, 2025
We are honored to host our Annual Luncheon, a special event dedicated to celebrating and expressing our heartfelt gratitude to the brave veterans who have entrusted us with their business. This gathering is our way of saying thank you for your service, sacrifice, and continued support. Join us for delicious food, and meaningful conversations as we celebrate the incredible contributions of our veterans. We look forward to sharing this memorable occasion with you.
Breakfast With Santa
December 6, 2025
Kick off your holiday celebrations by bringing the family to Breakfast with Santa. We’ll have a delicious pancake breakfast, face-painting, and of course the Big Guy himself. Bring the whole family for a morning of fun, and avoid standing in those long lines for your cherished holiday picture with Santa.
Would you be interested in an event/more information on the following?
We want your suggestions for future events and workshops! Many of the events we’ve had in the past were requested by clients. Please email us any topics of interest or requests for specific speakers to [email protected]. We promise to take your feedback into serious consideration.
(913) 529-2304
Address: 7400 W 130th Street, Suite #100 Overland Park, KS 66213
MS Financial Resources is a division of Midwest Financial Group LLC an SEC registered investment adviser.
As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document knows as “Form CRS”. This new form, which is available here, is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.
The purpose of the form is to provide clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge, is posted at the website indicated on the Client Relationship Summary or you can access the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov.
We appreciate the opportunity to serve you and welcome any questions you have about our firm or about your account.