All workshops are currently postponed due to COVID-19
Workshops are held at The Topeka Capital Journal
Kansan Towers
100 SE 9th St
Suite 500
Topeka, KS 66612

Workshops are held at The Topeka Capital Journal
Kansan Towers
100 SE 9th St
Suite 500
Topeka, KS 66612
If you’d prefer a one on one educational 3 step review that’s customized to your financial needs and includes
List of tax reduction strategies you're eligible for
Measure of current investment risk & if you're getting enough return
Calculation of current investment fees, including those that are hidden
Retirement income estimates that measure the probability you won't run out of money
Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser. The Next Generation Investing, LLC Form CRS can be found here & form ADV Part 2 here.
Securities offered through World Equity Group, Inc., member FINRA and SIPC. The World Equity Group Form CRS can be found here.
The Retirement Team and Next Generation Investing, LLC are not owned or controlled by World Equity Group, Inc. Visit http://brokercheck.finra.org/ for more information.
The generalized information we provide regarding tax minimization planning is not intended to, and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties only reduce them. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Investing entails risks, including possible loss of principal. Voted 'Best of Topeka' by Topeka Capital Journal Readers as Best Accountant & a finalist for Best Financial Planning Services in 2022, Best Accountant, Ryan Shumaker as Best Financial Planner, & The Retirement Team as Best Financial Planning Firm in 2021, Best Accountant, Ryan Shumaker as Best Financial Planner, & Best Financial Planning Firm in Topeka in 2020, finalist for Best Financial Planning Firm and Ryan Shumaker as Best Financial Planner in 2019, as well as Best Financial Planning Firm and Roger Shumaker Best Financial Planner in 2018. Prior to 2018 finalists to the 'Best of Topeka' were selected by editorial and advertising staff of the Topeka Capital Journal & potentially based on if they were an advertiser to the publication or not. Since then finalists have been selected by readers each year via written nominations followed by a voting round.