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2016 Educational Workshop Schedule*

2016 Educational Workshop Schedule*

These programs are strictly voluntary and provide you with the opportunity for valuable education. We encourage you to attend any or all workshops available. They are designed with your interests in mind and are for your welfare and knowledge. We hope you will find these topics worthwhile and engaging.

  • Nuts ‘N Bolts I – Saturday, July 9, 1:30 p.m., Overland Park– An introduction to trusts with an emphasis on trustee responsibilities, for family/helpers.
  • Asset Protection – Thursday, July 28, 6:30 p.m., Hays– Learn about some advanced strategies for protecting assets against creditors and predators.
  • Annuities: The good, the bad and the ugly – Wednesday, September 14, 1:30 p.m., Salina – A session with financial adviser, Sue Waters, on annuities and planning strategies.
  • Charitable Giving – Wednesday, September 14, 6:30 p.m., Salina – Learn about types of charitable giving from Marty Kramer, KSU Foundation.
  • Financial Planning – Wednesday, September 21, 1:30 p.m., Overland Park – Jeff Meyers, Financial Planner, will give some advice on financial planning.
  • Writing Your Memoirs- Wednesday, September 21, 6:30 p.m., Overland Park – This workshop will help you put pen to paper on leaving a legacy for your family.
  • Retirement Planning – Wednesday, September 28, 6:30 p.m., Wichita- We will discuss different types of planning for your retirement.
  • Asset Protection – Wednesday, October 5, 6:30 p.m., Manhattan – Learn about some advanced strategies for protecting assets against creditors and predators.
  • Funding Follies – Wed., October 14, 6:30 p.m., Overland Park – This workshop will focus on funding your assets. Work time with B & V team members.
  • Canvas Painting – Thursday, October 22, 1:30 p.m., Manhattan – Try something different. Join us for a canvas painting class at Straight Upp Studio.
  • Funding Follies – Thursday, October 22, 6:30 p.m., Manhattan – This workshop will focus on funding your assets. Work time with B & V team members.
  • Asset Protection – Wednesday, October 28, 1:30 p.m., Salina – This workshop will focus on different strategies for protecting your assets from creditors and predators
  • Nuts ‘N Bolts I (Overview) – Saturday, Nov. 26, 9 a.m., Salina – An introduction to trusts with an emphasis on trustee responsibilities, for family/helpers.

* Dates/times and locations are subject to change.

**A minimum attendance of 10 participants at each scheduled workshop is required.

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