Call Us: (913) 735-0797

Current Workshops

Six Ways to Cut College Costs

Workshop Topic Overview

DUAL SESSION – October 7th at 9:00 a.m. (followed by Maximizing Financial Aid)

Does your high school student have their heart set on attending their “dream” school, but you’re not sure how to pay for it? Confused by FAFSA & CSS/PROFILE 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.  It is never too early, or too late, to start planning for your family’s education!

Workshop Event Details

Your RSVP is requested to ensure space for everyone.

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

Maximizing Financial Aid for Your College Student

Workshop Topic Overview

DUAL SESSION – October 7th at 10:00 a.m. (preceded by Six Ways to Cut College Costs)

In this session, we discuss the FAFSA, the CSS/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 12 to 20. However, it is never too early, or too late, to start planning for your family’s education!

Workshop Event Details

Your RSVP is requested to ensure space for everyone.

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

Estate Planning 101

Workshop Topic Overview

Your friends, Marc & Megan just set up a trust. Are you wondering if you need a trust? Under what circumstances is a will appropriate?  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 take heroic measures to save your life?

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.

Workshop Event Details

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 Workshops

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.

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Sapphire Wealth Planning LLC is a registered investment adviser located in Overland Park, KS. Sapphire Wealth Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sapphire Wealth Planning LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Sapphire Wealth Planning LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Sapphire Wealth Planning LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Sapphire Wealth Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sapphire Wealth Planning LLC, please contact the state securities regulators for those states in which Sapphire Wealth Planning LLC maintains a registration filing. A copy of Sapphire Wealth Planning LLC’s current written disclosure statement discussing Sapphire Wealth Planning LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Sapphire Wealth Planning LLC upon written request. Sapphire Wealth Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sapphire Wealth Planning LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

© Copyright 2018 Sapphire Wealth Planning, LLC