Current Workshops

Navigating Divorce: 101 Workshop

Workshop Topic Overview

May 18th at 9:30 AM – 11:30 AM CDT

Divorce with financial confidence! If you are contemplating divorce or just came to that realization, this workshop is for you. Whether it was your idea or your spouse’s, you have many questions that need to be answered. Attend alone or bring a friend for moral support. Couples who wish to divorce amicably are also welcome. This informative workshop will address:

Divorce Options – Collaborative, Mediation, Cooperative

Financial Impact – Should I keep my house? Will I have enough? What IS my financial future?

Presented by Melissa J. Ellis CFP, CDFA with Guest Speakers Laura K. Simpson J.D. Annie Allen RCS-D

Workshop Event Details

Your RSVP is requested to ensure space for everyone.

DATE AND TIME

Sat, May 18, 2019
9:30 AM – 11:30 AM CDT
Add to Calendar

LOCATION
Sapphire Wealth Planning @Office Evolution

8101 College Blvd Unit 100
Overland Park, KS 66210
View Map

Phone: 913-735-0797 to RSVP &  for additional information

Navigating Divorce: 301 Workshop

Workshop Topic Overview

April 6th at 9:30 AM – 11:30 AM CDT

Divorce with financial confidence! If you were recently divorced, or it’s soon to be final, this workshop is for you. Attend alone or bring a friend for moral support. This informative workshop will address:

How to receive the money awarded in the divorce decree

Career Enhancement? Re-entering the workforce?

Updating your Estate Plan

New Budget, New Tax Status, New Normal

Presented by Melissa J. Ellis CFP, CDFA with Guest Speakers

Workshop Event Details

Your RSVP is requested to ensure space for everyone.

DATE AND TIME

Sat, April 6th, 2019
9:30 AM – 11:30 AM CDT
Add to Calendar

LOCATION
Sapphire Wealth Planning @Office Evolution

8101 College Blvd Unit 100
Overland Park, KS 66210
View Map

Phone: 913-735-0797 to RSVP &  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.

Sapphire Wealth Planning

Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm. We help Kansas City individuals and families take control of their financial outlook. Many of our clients were managing their finances on their own and now benefit from professional advice. A minimum level of assets is NOT required to become a client.

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.