June Wise Women Luncheon Featuring Jessica Stroud

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be diligent in our finances so we are FREE to give, serve & live like never before!

July Wise Women Luncheon

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be diligent in our finances so we are FREE to give, serve & live like never before!

August Wise Women Luncheon

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be diligent in our finances so we are FREE to give, serve & live like never before!

Recurring

Simplify Your Retirement Course

Wise Wealth Client Education Center 11 SE 2nd Street, Lee's Summit, Missouri

Simplify Your Retirement provides comprehensive personal finance information for those in the early stages of retirement or those 5-10 years from retirement. It addresses difficult retirement decisions such as income planning as well as Social Security maximization and the risks to avoid.

A Conversation with Notes to Self Socks Founder, Laura Schmidt

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be diligent in our finances so we are FREE to give, serve & live like never before!

Recurring

Simplify Your Retirement Course

Wise Wealth Client Education Center 11 SE 2nd Street, Lee's Summit, Missouri

Simplify Your Retirement provides comprehensive personal finance information for those in the early stages of retirement or those 5-10 years from retirement. It addresses difficult retirement decisions such as income planning as well as Social Security maximization and the risks to avoid.

Thanks, Giving & Shopping! (see below for the details)

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be diligent in our finances so we are FREE to give, serve & live like never before!

Christmas Celebration & Holiday Mart

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be diligent in our finances so we are FREE to give, serve & live like never before!

January 13th Wise Women Luncheon: Starting Over Stronger Through Journaling

The Aspen Room at The Stanley 308 SE Douglas, Lee’s Summit, MO

Wise Women Luncheons equip and encourage women to live purpose-filled lives through sound education and refreshing community. The purpose we focus on is to be WISE in all areas of our lives so we are FREE to give, serve & live like never before!

Wise Wealth
  • Do you have a written plan for how you’ll reach your financial goals?
  • Do you hope to retire in the next 5-10 years but need greater confidence that you’ll be able to?
  • Have you recently changed jobs or accepted a buyout and want advice for what to do financially to best position yourself for the future?
  • Do you wish your spouse was more involved in your long-term financial conversations?

If any of these describe you, you can request a complimentary consultation (in-person or virtual) with Samantha.

Schedule Consultation

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