Are you prepared for your financial future? Join this webinar to learn more on the importance of budgeting, saving, investment planning and retirement planning.
Speakers:
Ray Evans CFP®, AIF® – Managing Partner
Email: ray.evans@pegasuskc.com
Ray set out to create a unique and personal approach to wealth management when he founded Pegasus Capital Management more than 25 years ago. His dissatisfaction with the one size fits all approach in his industry lead to the creation of a firm that brings together a customized team of specialists. Today, Ray serves clients and their families, offering a suite of services to help those families and businesses reach their objectives. He also supports many charitable organizations including Catholic Education Foundation, Higher Impact and the Keith Worthington Chapter of the ALS Association. Ray revived a BS in Business and an MBA from the University of Kansas. Ray enjoys spending time with his wife Sarah and their three children.
James Allen – Advisor
Email: james.allen@pegasuskc.com
James joined the Pegasus team in 2014 as a wealth manager working directly with clients and retirement plans. James bring extensive retirement plan experience with him. Prior to joining the firm, he worked for Mariner Wealth Advisors in Leawood, Kansas where he was the education and enrollment coordinator and analyst for the firm’s retirement plan division. He was responsible for retirement plan enrollment and educating clients on retirement planning and investments. James attended the University of Kansas where he graduated with a BA in Economics.
Who should attend:
Those interested in learning how to better their financial future with budgeting, saving, and investment planning tips.
Pegasus Capital Management is a third-party company and is not an affiliate of Greater KC Public Safety Credit Union. Products offered through Pegasus Capital Management are not insured by the NCUA, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal invested.
Due to various state regulations and registration requirements regarding investment products and services, offers may only be made or accepted for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX, VA, WA, WI, WY.
For tax advice, please consult a qualified tax professional.