No Cost Informational Event at Park University - Robert W. Plaster Center
Informational Workshop on Retirement Taxes & Income Planning
Event Details:
Location: Park University - Robert W. Plaster Center
Date: Tuesday, June 9 OR Thursday, June 11
Time: 6:30 PM
Address: 8700 NW River Park Dr; Parkville, MO 64152
Seating is limited. Confirmations will be required.
There is no charge to attend!
Join us for an in-person, informational workshop focused on understanding tax planning and financial considerations in retirement.
This session is designed to provide a general overview of how taxes, account structures, and long-term planning concepts may affect retirement income and legacy planning. The goal is to help attendees make more informed financial decisions.
What we’ll cover:
✔️ Important differences between tax-deferred and tax-free retirement accounts — and how those differences may affect your future income.
✔️ How Required Minimum Distributions (RMDs) work and key rules to understand as you plan for retirement.
✔️ How inflation is generally discussed in the context of retirement income and long-term planning considerations.
✔️ How the focus of retirement planning typically shifts as you move from accumulation to income distribution.
✔️ Frequently discussed retirement income mistakes and why they matter in long-term planning.
✔️ Ways taxes, Social Security, pensions, and retirement accounts can interact throughout retirement.
And much more!
Space is limited, so fill out the registration form here to reserve your seat today.
No Cost Event Registration
Seating is limited. Sign up today to reserve your seat(s)!
By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
About Your Presenter
Kelly Landry
Kelly Landry, ChFC®, CDFA® is Co-Founder and Director of Financial Planning at CONA Wealth, where she has guided individuals, families, and business owners toward financial confidence since 1999. With more than 25 years of experience, Kelly takes a holistic, relationship-driven approach to wealth management—helping clients align their money with their goals and values.
As Director of Financial Planning, Kelly oversees the creation and coordination of personalized client strategies, integrating retirement income and accumulation planning, risk management, tax efficiency, estate and legacy design, and business succession.
Known for her creative problem-solving and strategic approach, Kelly is passionate about helping each client maximize the value of their investments, ensuring alignment between their business and personal financial goals. She is also deeply committed to helping clients navigate major life transitions, such as widowhood or divorce, with clarity and confidence.
Kelly holds the Chartered Financial Consultant (ChFC®) and Certified Divorce Financial Analyst (CDFA®) designations and earned her Bachelor of Arts in Management with a Specialization in Entrepreneurship, graduating summa cum laude from Northcentral University. She continuously pursues advanced education to deepen her financial expertise to help deliver sophisticated planning strategies to her clients.
Beyond her work, Kelly is dedicated to community service. Since 2010, she has been an active member of Soroptimist International of the Americas, a global nonprofit supporting the education and economic empowerment of women and girls. She currently serves as Secretary for the Soroptimist South Central Region, which spans seven states.
Any Questions Regarding This Event Call:
816-476-7042
Frequently Asked Questions
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Investment Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CONA Wealth; CreativeOne Wealth, LLC; and My Path To Retirement are not affiliated. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Past performance may not be used to predict future results. Licensed Insurance Professional. This presentation is for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.
GET IN TOUCH
MAILING ADDRESS
My Path To Retirement
300 E 39th St.
Kansas City, MO 64111
PHONE NUMBER
Phone: 816-476-7042
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.