Workshops

 

Estate Planning:101
March 28th at 6:00 pm

Your friends, Marc & Megan just set up a trust.  Are you wondering if you need a trust? Under what circumstances is it appropriate to have only a will?  Who will raise your children if you and your significant other were to unexpectedly die?  If you were in a coma, would the doctors working on you know if they should try to save you, or let you die?

Find out how to answer these questions and dozens more at our no-cost educational workshop with guest speaker Jason Salinardi.  Jason is an experienced attorney with Sandberg, Phoenix & Von Gontard P.C. who specializes in estate planning. Come hear from an expert how to protect you and your family against the perils of an unexpected death.

A light supper will be served. Your RSVP is requested to ensure enough seats and food are available for everyone.

Where: Community America Credit Union
16110 W. 65th St.
Shawnee, KS
Phone: 913-735-0797 for additional information

Maximizing Financial Aid for Your College Student
March 30th at 6:00 pm

In this session, we discuss the FAFSA, the PROFILE and  your Expected Family Contribution.   As well as answer questions about the prior-prior year tax information and why that is so IMPORTANT this year!  Once your student is attending their preferred college, are there additional opportunities to receive scholarships and grants?

Our no-cost educational workshop addresses these issues and more!  This session is designed to assist parents and grandparents of current and future college students ages 13 to 22. However, it is never too early, or too late, to start planning for your family’s education!

A light supper will be served. Your RSVP is requested to ensure enough seats and food are available for everyone.

Where: Community America Credit Union
16110 W. 65th St.
Shawnee, KS
Phone: 913-735-0797 for additional information

All of the workshops listed above are sponsored and presented by Sapphire Wealth Planning LLC and are NOT affiliated with Community America Credit Union.  Please contact Sapphire Wealth Planning at 913-735-0797 if you have any questions, or would like to reserve your seat at any of the listed workshops.

Watch this page for additional upcoming workshops!  If there is a topic that you would like to see covered in future workshops, contact us with your suggestion.

Six Ways to Cut College Costs
April 21st at 6:00 pm

Does your high school student have their heart set on attending their “dream” school, but you’re not sure how make it happen? Confused by the myriad of forms and when to file them? Have you been asked for your Expected Family Contribution, but unsure of how to calculate it?

Get the answers to these questions and dozens more at our no-cost educational workshop. This session is designed to assist parents and grandparents of future college students ages 13 to 18. However, it is never too early, or too late, to start planning for your family’s education!
A light supper will be served. Your RSVP is requested to ensure enough seats and food are available for everyone.

Where: Community America Credit Union
16110 W. 65th St.
Shawnee, KS
Phone: 913-735-0797 for additional information