by Sandi Weaver | Jan 15, 2020 | Estate Planning
I’ll be giving two workshops at Shawnee Mission Unitarian Church in Lenexa in January – same as last year. The workshop for simple estates is at 9:15am on January 19th and is appropriate for young adults, young marrieds, young couples with children, older...
by Sandi Weaver | Nov 27, 2019 | Trending
It’s Thanksgiving! The Kansas City Star published why I’m thankful for such awesome clients and what financial planning steps they’re taking. ...
by Sandi Weaver | Oct 28, 2019 | Investments, Retirement, Taxes
I was honored to address tax, investment, and retirement planning strategies at the Institute of Management Accountant’s KC annual conference at Park University. Bob Swisher CPA (center), was lead organizer and did an awesome job! Chris Kuehl (right),...
by Sandi Weaver | Oct 21, 2019 | Newsletter
See our Weaver Financial 3rd newsletter “193Q newsletter” for tips to help you make better financial...
by Sandi Weaver | Sep 15, 2019 | Investments
I travel to St. Louis to attend our annual Wealth Management Conference at the Missouri Society of CPAs there. Fellow Kansas Citians Chris Kuehl, economist, and Michael Ong, estate planning attorney, joined me for a great day of enhancing our skills and...
