Retirement Planners

University

7101 College Boulevard, Suite 1501 Overland Park, KS 66210

(913) 402-2020 www.ifsadvisors.com

FREE Classes For Persons Preparing For, Nearing or In Retirement

Ø Two Convenient Locations o Blue Valley Rec

Overland Park, KS

o Lenexa Community Center Lenexa, KS

Ø Break retirement

planning down piece-by-piece

Retirement Planners University

At Insight Financial Services, we foster a spirit of lifelong learning for adults of all ages through our Retirement Planners University. Founded in 2015 and formerly called the Insight Financial Services Senior College, we have partnered with two area Community centers to deliver a full curriculum on a variety of topics relative to those nearing and/or at retirement age.

Planning for a retirement that may very well last 10, 20, 30 years or longer may be over-whelming! For those families assisting aging parents, the challenges may become even greater!! Breaking it down piece-by-piece not only makes sense, but makes it easier to plan ahead so you can take a proactive versus reactive approach to retirement planning. Topics to be presented in the Retirement Planners University address a wide variety of needs you are likely to face in your retirement years.

“Live as if you were to die tomorrow. Learn as if you were to live forever.” Mahatma Gandhi, October 2, 1869 – January 30, 1948

PETE MARTINEZ, MBA Pete, a well-known and highly-experienced wealth manager, heads a team of professionals who are dedicated to helping people with virtually all their financial needs. “Our mission,” he says, “is to help affluent individuals and families plan, implement and manage every phase of their pre- and post-retirement life, helping them achieve their retirement goals and objectives.” A long-time financial industry executive, Pete has gained a broad range of experience through the various positions he’s held, including portfolio manager for a private firm in Overland Park, manager for the Bank of New York, and regional investment specialist for a national insurance company. In addition to experience, he brings to clients his education: a bachelor’s degree in Finance, a master's degree in Business Administration (MBA), and numerous securities licenses. Pete founded Insight Financial Services in 2006. Dedicated to the goal of taking care of the higher income, higher net-worth individual, the professionals at Insight Financial Services provide full service and customized financial planning and investment strategies designed to meet each client’s unique situation. A former Captain who served in the U.S. Air Force during the Gulf War, Pete serves his community as a member of the Advisory Board of the Kansas City Children’s Assistance Network, which he helped found. He is also a volunteer with Little League Baseball programs and is an active member of his church.

GREG KEAL, CLU®, RFC®

Greg serves as the Director of Planning Services for Insight. Greg entered the financial services industry in 1984, and holds the Series 6 and 63, as well as being an Investment Adviser Representative. Greg's tenure in the business has included working as an adviser for two national insurance corporations as well as Director of Client Relations at a private wealth management firm in Overland Park. Greg was also responsible for implementing the endorsed, full financial services programs of the Missouri and Kansas Veterinary Medical Associations. Prior to joining IFS, Greg was the Investment Specialist for a national insurance company's regional office in Overland Park, KS. Greg's responsibilities included training of all registered representatives, design and implementation of financial plans and product selection. As a Chartered Life Underwriter (CLU®) and a Registered Financial Consultant (RFC®), Greg brings a broad planning perspective of risk and wealth management to both his own clients as well as those of Insight Financial Services. Greg and his wife, Tammy, enjoy spending time with their children. They can also be found practicing their shot at the firing range, listening to live music and going to the theater.

RETIREMENT PLANNERS UNIVERSITY AT BLUE VALLEY REC 7720 West 143rd Street Overland Park, KS 66223 Pre-register with BVR for Classes: (913) 685-6000 OR On-line at www.bluevalleyrec.org Classes are at no cost and under no obligation All Classes are on Thursday Nights 6:30 p.m. to 8:00 p.m. Visit the Community Education Page at www.ifsadvisors.com to read a complete description of all classes 1/19/17 “Investing 101”, Pete Martinez, MBA 2/2/17 “Wealth Management 101: An Investment Course for Turbulent Times”, Pete Martinez, MBA 3/30/17 “Managing Your Lifestyle”, Pete Martinez, MBA 5/18/17 “Long-term Care Insurance, Part I”, Greg Keal, CLU®, RFC® 6/15/17 “Long-term Care Insurance, Part II”, Greg Keal, CLU®, RFC® 7/13/17 “The Sandwich Generation: Who or What’s Eating My Financial Lunch?”, Greg Keal, CLU®, RFC® 9/14/17 “Women & Investing”, Pete Martinez, MBA 10/19/17 “Annuities / Variable Annuities in Retirement Planning”, Greg Keal, CLU®, RFC® 11/9/17 “Family Financial Workshop: Pursuing Success for Every Generation”, Pete Martinez, MBA

RETIREMENT PLANNERS UNIVERSITY AT LENEXA COMMUNITY SENIOR CENTER 13425 Walnut Street Lenexa, KS 66215

Pre-register with Lenexa Community Center for Classes: (913) 477-7100 OR On-line at www.Lenexa.com/GetActive Classes are at no cost and under no obligation All Classes are on Tuesday Nights 6:30 p.m. to 7:30 p.m., Pete Martinez, MBA 7:30 p.m. to 8:30 p.m., Greg Keal, CLU®, RFC® Visit the Community Education Page at www.ifsadvisors.com to read a complete description of all classes 2/21/17 “Investing 101”, Pete Martinez, MBA “Annuities / Variable Annuities in Retirement Planning”, Greg Keal, CLU®, RFC®

3/21/17 “Wealth Management 101”, Pete Martinez, MBA “Protection for the Future for Various Life Stages”, Greg Keal, CLU®, RFC® 5/16/17 “Managing Your Lifestyle”, Pete Martinez, MBA “Long-term Care Insurance, Part I”, Greg Keal, CLU®, RFC®

6/20/17 “What to Do When Before & After a Loved One Dies”, Pete Martinez, MBA “Long-term Care Insurance, Part II”, Greg Keal, CLU®, RFC®

7/18/17 “6 What Ifs of Retirement Planning”, Pete Martinez, MBA “The Sandwich Generation”, Greg Keal, CLU®, RFC®

9/19/17 “Women & Investing”, Pete Martinez, MBA “Medicare Alphabet Soup”, Greg Keal, CLU®, RFC®

10/17/17 “Where Do We Go From Here?”, Pete Martinez, MBA “Medicare Supplement and Medicare Advantage Plans”, Greg Keal, CLU®, RFC®

11/14/17 “Family Financial Workshop”, Pete Martinez, MBA “Protecting Your Identity”, Greg Keal, CLU®, RFC®

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies. The Retirement Planners University is a series of classes being offered through Insight Financial Services. The opinions voiced in these classes are for general information only. The Retirement Planners University is not an accredited university and you will not receive a degree upon completing the courses. The classes are not intended to provide specific advice or recommendations for any individual.