Events

Topic: Sarver Vrooman Wealth Advisors - Market Update Description: Join Sarver Vrooman Wealth Advisors for a Virtual Zoom Event, “Market Update”. This webinar presented by Sarver Vrooman Wealth Advisors examines the financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2026 in addition to answering any questions you may have via a live Q&A. Join from PC, Mac, iPad, or Android: https://zoom.us/j/99779803182?pwd=ZSG7Fl2Iiab3hubUEaNzEdwgkWi7uc.1 Passcode:310271 Phone one-tap: +13017158592,,99779803182#,,,,*310271# US (Washington DC) +13052241968,,99779803182#,,,,*310271# US

Topic: Engineering an Early Retirement Description: Join Sarver Vrooman Wealth Advisors for a Virtual Zoom Event, “Engineering an Early Retirement”. This event will focus on Navigating Exceptions to the 10% Penalty when taking distributions from your 401(K), ESOP, or IRA prior to age 59 1/2. Join from PC, Mac, iPad, or Android: https://zoom.us/j/98714012898 Phone one-tap: +13017158592,,98714012898# US (Washington DC) 13052241968,,98714012898# +US

Topic: State of the Markets 2026 Description: Join Sarver Vrooman Wealth Advisors for a Virtual Zoom Event, “State of the Markets 2026”. This webinar presented by Sarver Vrooman Wealth Advisors examines the financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2026 in addition to answering any questions you may have via a live Q&A. Join from PC, Mac, iPad, or Android: https://zoom.us/j/98552099916 Phone one-tap: +13017158592,,98552099916# US (Washington DC) 13052241968,,98552099916# +US

You are invited to a Zoom webinar! When: Jan 28, 2026 03:00 PM Central Time (US and Canada) Topic: The ESOP Engineer's Pre-Retirement Toolkit Join from PC, Mac, iPad, or Android: https://zoom.us/j/98014239172 Phone one-tap: +13092053325,,98014239172# US

Topic: Navigating Retirement with Confidence: A Conservative & Planning-Focused Market Update Description: Join Sarver Vrooman Wealth Advisors for a Virtual Zoom Event, Navigating Retirement with Confidence: A Conservative & Planning-Focused Market Update Join from PC, Mac, iPad, or Android: https://zoom.us/j/99543463815

Topic: Investment Strategy & Medicare Updates: Preparing for What’s Ahead Description: Join Sarver Vrooman Wealth Advisors and EC Insurance Solutions for an insightful, educational session designed to help you prepare for key changes that may impact your investments and healthcare planning in 2025 and beyond. Join from PC, Mac, iPad, or Android: https://zoom.us/j/92002681604

Thank you for registering for our Strategic Roth IRA Conversion Planning Lunch & Learn hosted by Sarver Vrooman Wealth Advisors. We look forward to welcoming you for an engaging conversation on optimizing your Roth IRA strategy while enjoying a complimentary lunch. Event Details: Date: Thursday, August 21, 2025 Time: 12:00 PM Location: Charleston's Restaurant, Kansas City

Thank you for registering for our upcoming event at KC Bier Co! We’re thrilled you’ll be joining us for an evening of complimentary food, drinks, and great conversation as we support Bike MS: Kansas City 2025. Feel free to bring a friend or colleague along—this event is a wonderful opportunity to connect, relax, and enjoy some time together outside of the usual routine. We look forward to seeing you soon! Best regards, The Sarver Vrooman Wealth Advisors Team

Thank you for registering to join Sarver Vrooman Wealth Advisors for a special happy hour at Prime Social during NSPECon25. When you arrive tell the hostess in the main lobby you are here for the Sarver Vrooman Event and she will direct you to the happy hour. Feel free to come and go as you please.

Topic: Estate Planning Essentials: Understanding Trustees and the Value of a Corporate Trustee Description: Join Sarver Vrooman Wealth Advisors for a Virtual Zoom Event, “Estate Planning Essentials: Understanding Trustees and the Value of a Corporate Trustee”. This event will focus on individuals and families interested in safeguarding their legacy and ensuring their estate is managed according to their wishes. Our special guest, Midwest Trust, will share expert insights on estate planning, the critical role of trustees, and the unique benefits of working with a corporate trustee. Join from PC, Mac, iPad, or Android: https://zoom.us/j/97098557338 Phone one-tap: +13092053325,,97098557338# US +13126266799,,97098557338# US (Chicago)

You are invited to a Zoom webinar on Engineering and Early Retirement When: May 29, 2025 12:00 PM Central Time (US and Canada) Topic: Engineering an Early Retirement Join from PC, Mac, iPad, or Android: https://zoom.us/j/91796997473 Phone one-tap: +13052241968,,91796997473# US +13092053325,,91796997473# US Join via audio: +1 305 224 1968 US +1 309 205 3325 US +1 312 626 6799 US (Chicago) +1 646 558 8656 US (New York) +1 646 931 3860 US +1 301 715 8592 US (Washington DC) +1 564 217 2000 US +1 669 444 9171 US +1 669 900 9128 US (San Jose) +1 689 278 1000 US +1 719 359 4580 US +1 253 205 0468 US +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 360 209 5623 US +1 386 347 5053 US +1 507 473 4847 US Webinar ID: 917 9699 7473 International numbers available: https://zoom.us/u/aBd0PvFtJ

Sarver Vrooman Wealth Advisors are inviting you to a scheduled Zoom meeting. Topic: State of the Markets 2025 - Zoom - Uber Eats Voucher Time: Apr 3, 2025 11:00 AM Central Time (US and Canada) Join Zoom Meeting https://zoom.us/j/92052952349?pwd=qxfe9RPTEM3bwxDVvcSd8CTfNu0lk8.1 Meeting ID: 920 5295 2349 Passcode: 344920 --- One tap mobile +13052241968,,92052952349#,,,,*344920# US +13092053325,,92052952349#,,,,*344920# US --- Dial by your location • +1 305 224 1968 US • +1 309 205 3325 US • +1 312 626 6799 US (Chicago) • +1 646 558 8656 US (New York) • +1 646 931 3860 US • +1 301 715 8592 US (Washington DC) • +1 507 473 4847 US • +1 564 217 2000 US • +1 669 444 9171 US • +1 669 900 9128 US (San Jose) • +1 689 278 1000 US • +1 719 359 4580 US • +1 253 205 0468 US • +1 253 215 8782 US (Tacoma) • +1 346 248 7799 US (Houston) • +1 360 209 5623 US • +1 386 347 5053 US Meeting ID: 920 5295 2349 Passcode: 344920 Find your local number: https://zoom.us/u/aciLTFZg6p

Sarver Vrooman Wealth Advisors are inviting you to a scheduled Zoom meeting. Topic: State of the Markets 2025 Time: Mar 13, 2025 06:00 PM Central Time (US and Canada) Join Zoom Meeting https://zoom.us/j/95718714350?pwd=hn0EQfaDpb53lWtYmTaWatpLENFZ50.1 Meeting ID: 957 1871 4350 Passcode: 068091 --- One tap mobile +16465588656,,95718714350#,,,,*068091# US (New York) +16469313860,,95718714350#,,,,*068091# US --- Dial by your location • +1 646 558 8656 US (New York) • +1 646 931 3860 US • +1 301 715 8592 US (Washington DC) • +1 305 224 1968 US • +1 309 205 3325 US • +1 312 626 6799 US (Chicago) • +1 507 473 4847 US • +1 564 217 2000 US • +1 669 444 9171 US • +1 669 900 9128 US (San Jose) • +1 689 278 1000 US • +1 719 359 4580 US • +1 253 205 0468 US • +1 253 215 8782 US (Tacoma) • +1 346 248 7799 US (Houston) • +1 360 209 5623 US • +1 386 347 5053 US Meeting ID: 957 1871 4350 Passcode: 068091 Find your local number: https://zoom.us/u/abFfxDZTb