Thrive Financially: Mastering Your 401(k)
As a valued Nonprofit Connect member, you're invited to this complimentary workshop!
This workshop will equip you with the knowledge and confidence to make informed decisions about your retirement savings.
You'll learn:
- Best practices for investing in employer-sponsored accounts: Understand your 401(k) options and how to maximize your contributions.
- The ins and outs of investment options: Explore the advantages and disadvantages of different investment vehicles, such as stocks, bonds, and mutual funds.
- How to compare investment options: Learn how to evaluate investment performance, analyze fees, and make informed investment choices.
- Developing a winning investment strategy: Discover how to build a diversified portfolio that aligns with your risk tolerance and retirement goals.
This workshop is exclusively for our Nonprofit Connect members.
Space is limited, so register today!
Upcoming Financial Acumen sessions:
- Thrive Financially: Helping You Protect Your Mission Against Fraud
- Thrive Financially: Let's Talk Banking 101
Meet the presenter:
Brad serves as the retirement plan advisor for the Greater Kansas City, Springfield and Joplin regions. Since 1990, he has worked in the financial services industry as an investment advisor. He was a relationship manager for an independent trust company serving a national client base of qualified retirement plans for 14 years. Brad earned a Bachelor of Arts in economics from the University of Kansas and a Master of Business Administration in finance from Avila University. He previously served on the Board of Directors for Cross-Lines Community Outreach and the Platte County Economic Development Council. Brad, his wife Janet and daughter live in Kansas City, Missouri.
Date and Time
Thursday Aug 28, 2025
4:30 PM - 5:45 PM CDT
Location
Nonprofit Connect
1703 Wyandotte, Suite 100
Kansas City, MO 64108
Fees/Admission
Free for members only!
Contact Information
Nicole Primm
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