Heidi has been assisting her clients to Plan with Purpose for the last 15 years. Relying on her background in taxation, Heidi places an emphasis on taxes while assiting her clients to prepare for their financial future. As co-host of the radio program and podcast, Kickin' with the Rickens: Redefining Retirement, Heidi enjoys sharing strategies that may protect hard-earned assets, secure future income needs, decrease risk, and reduce tax burden of her listeners. Visit rickenfinancial.com to learn more!
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Insurance products are offered through the insurance business Ricken Financial, LLC MO Insurance License #8077622. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. No products will be sold at the event and while attendees are welcome to schedule individual meetings with the Advisors, there is no obligation to do so. Attendance is subject to the Advisors’ approval. As a professional courtesy, we ask that Financial Planners, Insurance Professionals, and Brokers not attend. No specific recommendations will be given on Tax, Legal, or Investment Advice. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.