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KC Financial Advisors Workshops

At KC Financial Advisors, we hold informational workshops for our clients and the greater community that feature information on specific financial topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop.

Our public workshops are strictly educational. No investment or insurance products will be offered or sold.

Our Calendar of Events

The Winner of August's Wine Down Monday Topic is:

Tax-Free Investments You Can Begin Using Today
w/Dave Dickens
Monday, August 27th
5:30 - 6:30 pm
KC Financial Advisors Conference Room
RSVP with Elizabeth Goodwin at 913-317-1414

January Event

Wednesday, June 13th
Wine Down w/David Cox
5:30 - 6:30 PM
How to Master your 401k in your 50's

January Event

Simply bring any paper documents you would like
to have shredded to our office building parking lot.

Wednesday, May 16th
Between 9 AM - Noon
10975 Grandview Drive, Building 27
Overland Park, Kansas 66210

Follow the signs to the big ProShred truck on the North side of our parking lot!
Join us for coffee and pastries after you watch your papers being shredded.
As always, we are committed to protecting your privacy
and providing you with helpful and convenient service!

Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor.

About KC Financial Advisors
meet the team
As advisors for one of the region's top financial services firms, we are inspired to create an environment where the client comes first and nothing less is expected from our associates than simply doing the very best for our clients.
learn more about our team
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upcoming events
We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
Register for a free workshop

Investment advisory services are offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Kansas City Financial Advisors and Brookstone Capital Management LLC are separate companies. Nothing on this website should be construed as investment advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Neither Brookstone Capital Management LLC nor any of its representatives gives tax or legal advice.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

“The Social Security Decisions” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

The Five Star Wealth Manager award, administered by Crescendo Business Services LLC (dba Five Star Professional), should not be construed as an endorsement of the wealth manager by Crescendo Business Services or any client nor are they representative of any one client's evaluation. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. For more information on the FIVE STAR Award and the research/selection methodology, go to: It is important to note that the sponsor of the award may send nomination letters to thousands of candidates that do not respond. Therefore, claims that the award is prestigious and other similar statements may be misleading. Additionally, although wealth managers do not pay a fee to be considered or awarded; the recipient may have to compensate Crescendo for the use of their proprietary material. Crescendo is a for-profit entity.