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We Take the Confusion Out Of Retirement Planning.

Our Simplify Your Retirement® educational events are designed to teach you the principles of retirement planning and how to set retirement goals. We cover the challenges retirees face and how to address them, as well as a simple and effective “Three Bucket Approach” to financial planning in your retirement years.

Retirement Seminars

The Retirement Freedom Plan Dinner Seminars serve as an introduction to Wise Wealth, an education-based financial planning firm. Ideally, these seminars are designed for people within 5-10 years of retirement up to the first 5-10 years in retirement.  These seminars have been developed to inform and educate participants on the key risks that must be addressed in a retirement plan, the necessity of having a plan, the principles of retirement planning, and a roadmap on how to put together a retirement income plan that leads to freedom and confidence.  

August 15, 2024 | 6:30 PM

Summer Education Series

Bridge Space

210 SW Market St, Lee’s Summit, MO 64063

July 18, 2024 | 6:30 PM

Summer Education Series

UCM – Lee’s Summit

1101 NW Innovations Pkwy, Lee’s Summit, MO 64086

June 27, 2024 | 6:00 PM

Simplify Your Retirement® Workshop

Wise Wealth Training Room

11 SE 2nd St
Lee’s Summit, MO 64063

June 20, 2024 | 6:30 PM

Summer Education Series

UCM – Lee’s Summit

1101 NW Innovations Pkwy, Lee’s Summit, MO 64086

Who Should Attend?

Anyone in what we call the “CRITICAL 15” — those within 5-10 years of retirement or within the first 5-10 years of retirement.

Meet the Advisor

Stephen Stricklin, CFP®, CKA®

President & CEO

Stephen is the president and founder of Wise Wealth, LLC, an independent, full-service, education-based, wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion for educating others and adapted it to the financial services industry. He worked as a representative of an insurance company and an advisor of a national investment brokerage firm, before launching Wise Wealth in 2007. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth. 

Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™, and he holds insurance and securities licenses. He is the author of the book, “Simplify Your Retirement” and the founder of the Simplify Your Retirement® educational workshop. Stephen has served as financial advisor counsel for the Insured Retirement Institute for several years. 

In 2022, he earned a national award “Advisor to Watch” for being one of the fastest-growing firms, among other criteria. 

Stephen believes financial peace comes from having a plan which is the basis for all other decisions. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals. He enjoys working with business owners, professionals, families, and individuals who believe that wealth is a tool that needs to be managed wisely to produce the best results. 

More than being a fiduciary, Stephen and his team believe in the timeless principle known as the Golden Rule: Treat others the way you would want to be treated. He has built and trained a qualified and competent group of financial professionals who share his values and philosophy. 

Stephen is married and has four children and resides in Lee’s Summit, Missouri. He enjoys traveling, spending time with his family, and is an avid sports fan. He is active in his local church, sits on several non-profit boards, is involved in international missions, and is a significant contributor to many philanthropic endeavors. 

Read, Listen, and Learn

Additional Resources

Read Stephen's Book

Simplify Your Retirement: Timeless Principles to Achieve Financial Peace

Listen to our Podcast

Listen and subscribe to our podcast on the platform of your choice.

Enroll in the Online Course!

Simplify Your Retirement® comprehensive personal finance course empowers people to prepare for a stable retirement income, while taking the complexity out of the process.​