RESOURCES

LEARN MORE WITH THE CONVERSE TEAM

We’re here with resources for the most talked about financial planning topics. Click a link below to check out recent Converse Team news, relevant industry articles and helpful planning videos.

Retirement with Multiple Income Streams

Financial Advisor Brandon Converse talks about retiring with multiple income streams.

Social Security Webinar

We explore Social Security topics including claiming strategies, the correlation between taxes and Social Security, and basics of Medicare.

Fireside Chat: Inflation

Keating & Associates President, Ryan Mann, talks with Wealth Manager, Mike Converse, about inflation's impact on your savings & spending.

Safe Harbor

Rule of 55

FSA Dependent Care

Secure Act 2.0: 3 & 5 Year Credits

FSA vs HSA

Retirement Plan After-Tax Contributions

Finding Financial Freedom with Brandon Converse - Podcast

When Brandon Converse left his engineering career to join his brother at the Converse Team, he was motivated by the desire to help others...

Keating Technology Past & Future

Solo 401(k)s

Secure 2.0 Act: 529 to Roth Conversion

Adulting 102: Purchasing a Home

Adulting 101: Budgeting, Savings, Loans, and Credit Scores

Wichita Chamber Business Accelerator - Brandon Converse - Finding Financial Freedom

The Converse Team specializes in providing independent fiduciary guidance and wealth management services to businesses and individuals.

Annuities, Pensions, and State Plans

Annuities, Pensions, and State Plans - The Converse Team

Long-Term Care Insurance

Pre-Tax or Roth?

Choosing Your Beneficiaries

Cash Balance Plans

What Is a Backdoor Roth IRA?

Roth IRA Funding Deadline

401(k)s and Fees

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WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.