Arbor Woods
Ash Grove Cement
Black and Veatch
Cargill
Children’s Mercy Hospital
City of Overland Park
County of Johnson County
Garmin
Greenwood Terrace
I.B.M.
JC Penney
Jewish Community Center
Johnson County Community College – Brown & Gold
Johnson County Library
Johnson County Parks & Recreation
Kansas City Hospice
KDOT Kansas Department of Transportation
Lathrop & Gage

Nelson-Atkins
Salina Public Library
Tallgrass Creek Retirement Community
Tallgrass Retirement
U.S. Census
U.S. Central Credit Union
U.S. Department of Defense
U.S. Department of Labor
U.S. District Court-Kansas
U.S. EPA
U.S. FBI
U.S. Federal Court of Appeals
U.S. Federal Executive Board
U.S. General Services Administration
U.S. Postal Service
UMKC
University of Missouri
Veterans Hospital

Exploring Your Options For a Quality Retirement
− Put your money where your values are
− Figure out where you stand financially
− Run your numbers – where do you stand?
− Make your money last – ways to invest wisely
− Know how to crack your nest egg
− Take advantage of the new tax laws
− Avoid costly investment mistakes

Women Approaching Retirement and Beyond
− Life beyond widowhood and divorce
− Avoid costly investment mistakes
− Build your security basket and your dream basket
− Planning for retirement
− Avoid costly investment mistakes

Getting “Fiscally Fit”
− Basic principles of cash management
− accumulating wealth.
− Locating & maximizing discretionary income.
− The importance of having a financial blueprint.
− Roadblocks to financial success.

Long Term Care Planning
− Protect your money from the high costs of nursing care
− Paying for nursing care
− LTC insurance – Do you need it?
− Mistakes to avoid with long term care insurance
− Alternative ways to pay for long term health care

Trusts – Planning Your Estate 2008
− Living Trusts
− Probate
− Inheritance taxes
− Credit Shelter Trusts
− How to title your assets
− Leaving a legacy