2024 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 2024
February 1, 2024
We are excited to present Bryce Gill, Economist and member of the First Trust Economics Team that was recognized by Bloomberg as a top U.S. Forecasters several years running. Bryce writes economic commentaries and travels the U.S. presenting timely information on the economy and financial markets for professional and everyday investors.
Senior Helpers
April 11, 2024
Most people plan to stay in their homes as long as they can, and resources like Senior Helpers assist in making that possible. Come meet Jeff Rigler, Owner/Operator of Senior Helpers; a national leader for non-medical “in-home” care offerings and alternatives to facility living. Bring your kids, parents, spouses, and questions!
Client Appreciation Day with The KC Monarchs
June 9, 2024
Join us at Legends Field where the KC Monarchs will take on the Fargo-Moorhead Redhawks. We’ve reserved the Home Run Patio where we can take advantage of shade and an All-You-Can-Eat Ballpark Buffet. Tickets are limited so be sure to reserve with your party size early. Children under 2 years old do not need a ticket.
Aging Parent Round Table
September 19, 2024
The Aging Parent Answer Team is a group of professionals (Registered Nurses, Attorney, Realtor, and Insurance Agents) who work together with families to be a resource at the different stages of a caregiving journey. This will be a highly interactive Q&A event with a unique opportunity to get answers to many questions all at once. Ask questions, and get answers to plan ahead.
Health Savings Accounts 101
October 10, 2024
Come learn about the purpose of a Health Savings Account (HSA), how and why to invest it, where to put it when you change jobs or retire, etc. Previously, HSA programs were mostly offered through employers, but now you can access the perks of an HSA and use it as a part of your retirement plan.
Veteran’s Day Lunch
November 13, 2024
Every year, we are honored to show our appreciation to those who have served in the Armed Forces with our Annual Veteran’s Day Luncheon. We welcome veterans in our lives along with their guests to join us. Contact Angel if you are a veteran or would like us to extend an invitation to a veteran in your life.
Breakfast With Santa
December 7, 2024
Kick off your holiday celebrations by bringing the family to Breakfast with Santa. We’ll have a fantastic pancake breakfast, face-painting, and of course the Big Guy himself. Bring your kids and grandkids and avoid standing in long lines for your cherished holiday picture on Santa’s lap.
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.