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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

January Event

Wednesday, January 17th
with David Dickens
11:30 am - 12:30 pm
2018 Financial To-Do List
Things you can do for your future as the year unfolds.

January Event

Wednesday, January 24th
w/Linda Dickens
9:30 - 10:30 AM
Talking to Your Heirs About Your Estate Plan.
They should not be left ill-informed or unaware.

January Event

State of the Market 2018
3 Major Topics will be Discussed:
Top changes in new tax bill.
How to maximize the provisions of the tax code for your benefit.
Roth conversions in a new environment.
Tuesday, February 6th
3:00 PM for Coffee and Light Snacks
7:00 PM for Wine and Desserts
The Ritz Charles
9000 West 137th Street
Overland Park, Kansas 66221
RSVP by Friday, February 2nd
Contact Elizabeth at 913.317.1414

January Event

Monday, January 8th
with David Cox
5:30 - 6:30 pm
Enjoy the Rally, But Prepare for the Retreat.
Will the current bull market run for another year?

Call for Availability and to RSVP! This is a Free Educational Event for Adults Ages 45 - 70.

Seating is limited to 10 for each date.
You will receive an email confirmation when you are registered.
Call (913) 317-1414
Place: KC Financial Advisors office in Corporate Woods.

November Event

Friday, December 1st
with David Dickens
9:30 - 10:30 am
Tax-free investments you can begin using - TODAY!

Wednesday, December 13th
with David Cox
9:30 - 10:30 am
Enjoy the Rally, But Prepare for the Retreat.

November Event

Monday, December 4th
with David Cox
5:30 - 6:30 pm
Enjoy the Rally, But Prepare for the Retreat.

Monday, December 11th
with David Dickens
5:30 - 6:30 pm
Why would I do a Roth Conversion?

Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Shred Day
The Changing World of Retirement Planning

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.

Instructor: David Dickens, CFA and President and Owner of KC Financial Advisors


October 12 & 19
6:30 pm to 9:30 pm
October 17 & 24
6:30 pm to 9:30 pm

Registration Fee: $49
(Includes one set of workbooks)


Determine if you have enough money for retirement
Protect your assets in a rising tax rate environment
Use the 3 basic types of retirement accounts to maximize cash flow in retirement
Evaluate the benefits of a Roth Conversion
Maximize Social Security income
Protect your portfolio against stock market loss during retirement
Reduce, or eliminate unwanted expenses or delays with estate planning
Understand if your portfolio is truly “diversified”
Avoid the three basic “pitfalls” of retirement distribution planning


Make Check Payable to:
KC Financial Advisors
Retirement Course Registration
10975 Grandview Drive
Bldg. 27, Ste. 190
Overland Park, Kansas 66210

With questions or to register

This course is offered by the National Society of Financial Educators ( University of Kansas Edwards Campus is not affiliated with the event and should not be contacted regarding the program. KC Financial Advisors is an independent investment firm specializing in retirement planning, capital preservation and wealth transfer. David is also an Investment Advisor Represntative with Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

It's time for our annual Shred Day!

Shred DaySimply bring any paper documents you would like to have shredded to our office building parking lot

June 21st between 9AM-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.