Financial planning seminars in Missouri

Merrill Lynch Financial Advisor Patrick B Aydt is a finance institution located at 400 Chesterfield Center in Chesterfield, Missouri, United States. Pat Aydt has been in the financial industry since 1984, after starting his career working alongside his dad at their family’s grain company. With a strong focus on helping clients retire comfortably and stay retired without running out of money, Pat serves a loyal circle of clients in 22 states, including C-suite executives, business owners, and generations of families. As a CERTIFIED FINANCIAL PLANNER™ professional, Pat offers customized retirement and education planning, risk-managed investing, cash management, and access to credit and lending through Bank of America, N.A. He believes in asking thoughtful questions and having meaningful conversations with clients to truly understand their financial goals and needs. Pat also values ongoing learning and attends IRA seminars to stay updated on industry trends. In addition to his work in finance, Pat is actively involved in his community, serving as President of various organizations and receiving recognition from The United States Senate. With a focus on personalized financial planning and goal setting, Pat aims to help clients manage, grow, and preserve their wealth while addressing their financial needs.

The National Association of Christian Financial Consultants (NACFC) is located at 12647 Olive Boulevard in Creve Coeur, Missouri, United States. This institution is dedicated to bringing together top financial advisors from across the country to promote Biblical Stewardship and glorify God through their work. Members of NACFC are committed to guiding their clients with Biblical wisdom and integrity, using products and services that honor God and prioritize their clients' best interests. The institution offers training programs, community support, marketing opportunities, and special benefits for Christian advisors. Through NACFC, individuals can find certified Christian financial consultants, align their investments with Biblical values, access financial resources, and stay informed with relevant education and media. The mission of NACFC is to teach, train, and encourage financial professionals to practice Biblical Stewardship and help individuals and families grow in their faith. The officers and board members of NACFC are not only leaders in the financial industry but are also active in their church and community, with a passion for helping members succeed. The institution provides a supportive and inspirational environment for advisors to challenge their clients to think and act Biblically, ultimately leading them to Christ. Personal reflections, daily morning minutes, and discussions on values-based investing are also offered to encourage spiritual growth and financial wisdom among members.

Merrill Lynch Financial Advisor Vicky Vogel-Iturri is a second-generation wealth management practice located at 7676 Forsyth Boulevard in Clayton, Missouri. Vicky is a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience, specializing in creating customized retirement income strategies for multigenerational families. She is dedicated to serving as a trusted family advisor, helping clients navigate complex life transitions and pass on wealth to heirs seamlessly through estate planning. Vicky is passionate about empowering women in finance and has been running women-only seminars since 2011. Vicky's team includes talented individuals committed to building strong client relationships based on trust and personalized service. Debbie Lato, a Registered Senior Wealth Management Client Associate with over 35 years of industry experience, assists Vicky with account administration and client services. Together, they provide personalized financial planning centered on clients' goals and priorities.

Vitale Law, LLC is a trusted partner in business law and estate planning, located at 107 Creekside Office Drive in Wentzville, Missouri. Founded in 2017, our dedicated team of legal experts is committed to providing tailored and cost-effective legal solutions to individuals, families, and business owners throughout St. Louis. Attorney Kevin Shaun Vitale is dedicated to understanding each client's unique needs and goals, ensuring that they achieve peace of mind through our legal services. Our business law services are designed to help businesses prepare for growth and navigate legal matters with confidence. We also specialize in estate planning, ensuring that your final wishes are met and your legacy is secured. At Vitale Law Firm, we address the unique legal needs of older adults and provide valuable resources through webinars and seminars to help you make informed decisions.

Wheelhouse Advisory Group LLC is a finance institution located at 1520 South 5th Street in Saint Charles, Missouri, United States. We specialize in helping families protect their retirement savings through comprehensive planning, focusing on the distribution stage of life. Our team of qualified financial professionals is dedicated to helping individuals and families achieve their ideal retirements by providing services such as tax strategies, investment planning, and estate planning. We offer a Checklist Challenge to help you get your retirement right, ensuring that your financial concerns and goals are addressed. Our process includes three visits to review your current plan, stress test your portfolio with our retirement analyzer, and finalize a Blueprint of your retirement plan. We also offer informational workshops on retirement income strategies, tax planning, and estate planning.

Wheelhouse Advisory Group LLC, located at 12250 Weber Hill Road in St. Louis, Missouri, is a finance institution dedicated to helping families protect their retirement savings through comprehensive planning. Unlike many financial advisors who focus solely on asset accumulation, Wheelhouse specializes in the distribution stage of life, offering discussions on tax strategies, investment planning, and estate planning. The team at Wheelhouse is comprised of qualified professionals passionate about helping individuals and families achieve their ideal retirements. Through a three-step process, Wheelhouse helps clients create a custom retirement plan tailored to their specific financial situation and goals. The institution also offers informational workshops on retirement income strategies, tax planning, and estate planning. As an independent financial services firm, Wheelhouse uses a variety of investment and insurance products to create personalized retirement strategies for clients.

H&R Block is a renowned accounting and finance institution located at 617 Cowling Avenue in Desloge, Missouri, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of taxes and finances with ease and confidence.

The Student Center (2-SC) is a bustling hub of activity located at 4601 Mid Rivers Mall Drive in Cottleville, Missouri. This institution offers a variety of services to cater to the needs of students and visitors alike. From a well-stocked book store to a cozy cafe serving up delicious food and beverages, the Student Center has something for everyone. Whether you're looking to grab a quick bite to eat, stock up on school supplies, or simply relax with a good book, this university-affiliated establishment has you covered. Come visit the Student Center (2-SC) today and experience all that it has to offer.

M J Insurance is a leading insurance agency located in Saint Joseph, Missouri, United States. We specialize in visualizing your data, identifying trends, and providing actionable insights to help you plan for the future and protect what matters most. Our proprietary analytics tool, APERTURE, can bring your data into focus so you can understand the past and forecast what's to come. Our team is dedicated to optimizing your risk management strategy to help you achieve your business goals. We go beyond standard solutions with our Benefits programs, offering fully customized employee benefits consulting that prioritizes the health, happiness, and success of your employees.

Paths Law Firm is a reputable institution located at 5008 Northeast Lakewood Way in Lee's Summit, Missouri. Specializing in estate and elder care planning, the firm is led by Rusty Fracassa, Kathleen Overton, and their dedicated staff. Known for their compassion, attentiveness, and expertise, Paths Law Firm serves the Kansas City area in both Missouri and Kansas. The firm offers appointments Monday through Friday from 8:00am to 5:00pm, with Saturday appointments available upon request. They provide personalized services, including meetings at residences, hospitals, or nursing homes for clients with limited mobility.

Kramer For Life is an insurance agency located at 2103 Swift Street in North Kansas City, Missouri, United States. Led by General Agent Manager J.J. Kramer, who has over 20 years of experience in the final expense industry, our institution is dedicated to helping our clients achieve financial freedom. Prior to founding Kramer For Life, J.J. served as the Regional Vice President at Old American Insurance Company, where he managed their lead program and led the New Agent of Merit Seminar. J.J. is committed to supporting his agents and provides them with the tools they need to succeed. He also travels regularly to work directly with his team. Join us at Kramer For Life and let us help you secure your financial future.

Diversified Solutions, LLC is a finance institution located at 1251 Northwest Briarcliff Parkway in Kansas City, Missouri, United States. Our mission is to help individuals and families achieve their ideal retirements by providing personalized financial planning services. We offer custom strategies designed to help you reach your unique retirement goals, with a focus on integrity and transparency in our recommendations. Our founder and team of advisors are dedicated to assessing your financial situation and providing recommendations that are in your best interest. We offer informational seminars on retirement income strategies and wealth management, as well as downloadable guides on key financial challenges in retirement. Advisory services are offered through Diversified Wealth Advisors, LLC, and insurance services are offered through Successful Retirement Inc. We encourage you to schedule a meeting or attend a seminar to learn more about how we can help you plan for a secure financial future.

RubinBrown is a leading accounting and finance institution located at 1200 Main Street in Kansas City, Missouri, United States. Specializing in a comprehensive range of services for both business and personal needs, RubinBrown offers expert tax, strategic business consulting, audit services, and more. With a team of experienced professionals, RubinBrown caters to a variety of industries, providing tailored solutions to navigate industry-specific challenges. The institution also hosts events to keep clients informed on emerging trends and industry-specific information. Recently, Megan Knoblauch, CPA was named Managing Partner of the Kansas City office, succeeding Todd Pleimann, CPA, CGMA. RubinBrown is known for its commitment to delivering totally satisfied clients, as evidenced by its recognition as a top 40 U.S.-based accounting firm. Offering financial statement audits, public company services, mergers and acquisitions, and more, RubinBrown is dedicated to building personal relationships and providing valuable insights to its clients.

Gateway Federal Retirement Consultants is a finance institution located at 9979 Winghaven Boulevard in O'Fallon, Missouri, United States. With over two decades of experience in the insurance industry, our team of Federal Retirement Consultants (FRC) are dedicated to protecting your today and securing your tomorrow. We provide comprehensive retirement planning services for federal employees, offering guidance on FERS/CSRS retirement systems, Social Security, Thrift Savings Plan, and more. Our FRC designation signifies our commitment to knowledge and ethical standards in federal benefits planning. At Gateway FRC, we understand that retirement planning is a personal journey, which is why we take the time to tailor our services to each client's unique situation. Whether you're looking for guidance on Medicare plans, life insurance options, or federal retirement benefits, our expert consultants are here to help. We offer webinars and seminars to educate clients on their retirement options, covering topics such as CSRS/FERS pension, FEGLI, FEHB, and TSP.

Good Guys Tax and Bookkeeping LLC, located at 914 State Highway WW in Springfield, Missouri, is your go-to institution for all of your accounting and finance needs. Whether you need assistance with financial coaching, tax planning, bookkeeping, or payroll services, our team of experts is here to help. With continuous training and seminars, we ensure that we are always up-to-date on the latest information, laws, regulations, and techniques in our field. We work closely with you to understand your business goals and objectives, providing personalized solutions that meet your specific needs.

Mutual Fund Publishing Company is a leading finance institution located at 14382 Woodlake Drive in Chesterfield, Missouri, United States. Specializing in mutual funds, this company provides comprehensive and insightful publications on the latest trends, strategies, and analysis in the finance industry. With a team of experienced professionals, Mutual Fund Publishing Company is dedicated to keeping investors informed and empowered to make sound financial decisions. Whether you are a seasoned investor or new to the world of mutual funds, this institution is your go-to resource for reliable and up-to-date information.

Noll Hundman & Co is an accounting and finance institution located at 9131 Watson Industrial Park in St. Louis, Missouri, United States. Our firm is dedicated to helping you and your business with all of your accounting needs, including tax planning for your future goals. Our team of accountants regularly participate in education and seminars to ensure we are knowledgeable about the latest information, laws, and techniques in our field. Whether you need assistance with tax planning or achieving your business objectives, we are here to support you. Visit us at our office in St. Louis or contact us at 9131 Watson Industrial Park 107, St. Louis, MO 63126-1530.

MCC-Longview | Campus Center is a prestigious university located at 500 Southwest Longview Road in Lee's Summit, Missouri, United States. The institution offers a wide range of academic programs and resources to help students succeed in their educational pursuits. With state-of-the-art facilities and a dedicated faculty, MCC-Longview | Campus Center provides a vibrant and dynamic learning environment for students to thrive. Whether you are looking to further your education or explore new career opportunities, MCC-Longview | Campus Center is the perfect place to achieve your academic goals.

Welcome to Brooks Jennifer A MD, your trusted healthcare destination located at 2220 Lemp Avenue, St. Louis, Missouri 63104. As part of the esteemed Affinia Healthcare network, we are committed to delivering high-quality care and exceptional service to our community. Our practice is driven by a passion for first-rate healthcare, ensuring that our patients receive personalized attention and compassionate care. At Brooks Jennifer A MD, we prioritize listening carefully to our patients to fully understand their needs and provide tailored health solutions. Our dedicated team of highly qualified professionals is here to support your health and wellbeing, offering a wide range of services to meet your medical needs.