Thrive Financially: Planning for Your Future
As a valued Nonprofit Connect member, you're invited to this complimentary workshop!
Join us as we explore strategies for a secure financial future. In this workshop, you'll learn how to:
- Create a personalized savings plan: Develop a roadmap for achieving your retirement goals.
- Explore investment options: Discover a range of investment vehicles that can help your money grow.
- Set and achieve financial goals: Learn how to set realistic financial goals and develop strategies to reach them.
- Gain valuable insights: Understand key financial concepts and make informed decisions about your financial future.
This workshop is exclusively for our Nonprofit Connect members.
Space is limited, so register today!
Upcoming Financial Acumen sessions:
- Thrive Financially: Leveraging Technology for Financial Success
- Thrive Financially: Mastering Your 401 (k)
- 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 May 29, 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
Send Email
