Mitchell Foote Memorial Weenie Roast

and Paper Shred

Thursday, May 2nd, at Noon

3244 Gary Ave STE 130, Manhattan, KS 66503

Mitchell loved to serve, whether it was you, our financial family, or HOT DOGS! A cherished memory was being outdoors spending time with family and friends around a grill or campfire.

To honor that tradition we are hosting a Client appreciation lunch to serve you: our financial family! We invite you (and a friend if you want) to join us on May 2nd, at noon, and share a meal and memory with us! Also, bring any paper you need shredded and we'll take care of it for free. Thank you for allowing our family to serve yours, as we carry his mantle and legacy on.

DST Continuing Education Workshop

August, Exact Date is To Be Determined

Colbert Hills Golf Course

Attend this workshop to gain valuable knowledge of 1031 exchanges and Delaware Statutory Trusts (DSTs). Discover how to leverage these powerful tools to help your real estate investor clients defer capital gains taxes and maximize their investment returns.

Topics covered:

• The intricacies of 1031 exchange rules and regulations
• The benefits of DSTs for real estate investors
• How to identify and qualify clients for 1031 exchanges and DSTs

RMD Lunch and Learn

Time To Be Determined

3244 Gary Ave STE 130, Manhattan, KS 66503

This workshop will cover all the rules surrounding RMDs, why we have them, how RMDs are calculated, and strategies to save taxes with RMDs.

When you turn 72, the government requires you to take money out of pre-tax accounts—such as an IRA—each year. They call this a required minimum distribution (RMD). Planning around RMDs is an essential part of the retirement-planning process.