2026 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, Angel@msfresources.com OR 913.529.2304
Save The Date!
Economic Update 2026
January 28, 2026
Join us for our 2026 Economic Update, offering insights on the current economic landscape and key factors shaping the year ahead. This year’s presenter will be Andrew Updayke, an economist who has spent over 14 years with First Trust analyzing economic trends and market conditions.
Tax Smart Charitable Giving
April 1, 2026
Chris Altimont with Schwab Charitable will discuss how Donor-Advised Funds work and how they can help maximize your charitable impact while simplifying tax planning. This presentation is especially beneficial for individuals who want charitable giving to play a meaningful role in their overall financial plan.
Monarchs Game
May 31, 2026
Back by popular demand, please join us for a day of baseball with the KC Monarchs. Clients and their guests are invited to enjoy the game from the Home Run Patio, featuring shaded seating and a meal of classic ballpark favorites.
Area on Aging
September 16, 23 or 30 2026
Join us for a presentation by the Johnson County Area Agency on Aging, dedicated to helping older adults maintain independence and dignity through community-based services. This session is ideal for adults 60+ and their caregivers who want to learn about available local resources.
Veterans Day Lunch
November 12, 2026
We are proud to host our annual lunch honoring clients and their family members who have served in the armed forces. Scheduled the day after the official holiday, this timing allows families to participate in community and family observances while still joining us for this special expression of appreciation.
Breakfast With Santa
December 12, 2026
Join us for our Annual Breakfast with Santa at the Meadowbrook Clubhouse. Enjoy a full pancake breakfast, festive fun with a face painter, and a special visit from our guest of honor, 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 mitzi@msfresources.com. 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.