The Converse Team

The Converse Team Helping individuals and businesses grow through client-first financial planning, personalized wealth management, and tax-smart investment strategies.

Your workplace benefits are valuable—but they may not tell the whole story.Life changes. Jobs change. Financial responsi...
09/17/2026

Your workplace benefits are valuable—but they may not tell the whole story.

Life changes. Jobs change. Financial responsibilities change.

Taking a few minutes to review your overall protection strategy can help ensure the people who depend on you aren't left with unexpected financial burdens.

If it's been a while since you've reviewed your coverage, now may be the perfect time.

Our "Securing Their Tomorrow" webinar is TODAY!Planning for a child's future looks different for every family, especiall...
09/16/2026

Our "Securing Their Tomorrow" webinar is TODAY!

Planning for a child's future looks different for every family, especially when caring for a child with special needs.

Join Financial Advisor Kevin Gruetter today at 1:00 PM as he discusses important financial planning considerations, including special needs trusts, government benefits, long-term care planning, and more.

📅 Today - September 16
⏰ 1:00 PM
💻 Live Webinar

Learn more and register at ConverseTeam.com.

09/15/2026

Want to help your loved ones avoid unnecessary headaches?

One simple step that often gets overlooked is adding a Transfer on Death (TOD) designation to eligible accounts.

It's a quick update that can help assets pass directly to your beneficiaries and potentially avoid probate.

A few minutes of planning today can make things much easier for the people you care about tomorrow. If you're unsure whether your accounts are set up correctly, reach out. We'd be happy to help.

Happy 10-year work anniversary, Renee! It's been incredible to watch you grow with us. Thank you for all that you do! ✨
09/12/2026

Happy 10-year work anniversary, Renee! It's been incredible to watch you grow with us. Thank you for all that you do! ✨

A big thank-you on your work anniversary, Chris! We're lucky to have you
09/11/2026

A big thank-you on your work anniversary, Chris! We're lucky to have you

Celebrating Brandon's work anniversary! The team wouldn't be here today without your contributions. 👏🏼
09/09/2026

Celebrating Brandon's work anniversary! The team wouldn't be here today without your contributions. 👏🏼

Happy Labor Day! Taking a moment today to celebrate the hard work that makes a difference in our workplaces and communit...
09/07/2026

Happy Labor Day!

Taking a moment today to celebrate the hard work that makes a difference in our workplaces and communities. We hope your Labor Day is filled with plenty of rest, relaxation, and time with family and friends!

Have a safe and enjoyable holiday! 😀

☕ Join us for our first-ever Coffee & Converse-ation! ☕📅 Tuesday, September 8th⏰ 8:00–9:00 AMStart your morning with fre...
09/05/2026

☕ Join us for our first-ever Coffee & Converse-ation! ☕

📅 Tuesday, September 8th
⏰ 8:00–9:00 AM

Start your morning with fresh coffee, engaging conversation, and practical financial insights. It's a great opportunity to meet fellow clients, ask questions, and enjoy a relaxed morning with The Converse Team. 💬

Can't make it this Tuesday? No problem! We'll be hosting Coffee & Converse-ation every second Tuesday of the month. 🗓️

👉 RSVP today - we can't wait to see you there!

It's National 401(k) Day!You probably check your bank account regularly…but when was the last time you checked your 401(...
09/04/2026

It's National 401(k) Day!

You probably check your bank account regularly…but when was the last time you checked your 401(k)?

Take a few minutes today to see where you stand and whether you're on track for the retirement you want.

Live webinar! Two weeks from today! Make sure to register on the events tab on our website!
09/02/2026

Live webinar! Two weeks from today! Make sure to register on the events tab on our website!

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Wichita, KS

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+13163150617

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