The Converse Team

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

06/16/2026

🚨 Attention CPAs: Are your clients maximizing every retirement plan opportunity?

Join us on Tuesday, June 23, for our NASBA-approved CPE course!

We'll cover:
✅ SECURE Act 2.0 tax credits
✅ Retirement plan design strategies
✅ Contribution optimization opportunities
✅ 401(k), SEP & SIMPLE comparisons
✅ Defined benefit and cash balance plans

After the session, stick around for happy hour on our patio and connect with fellow professionals.

Reserve your spot today!

Please join us in congratulating Harmony Vaga on successfully passing the Securities Industry Essentials (SIE®) Exam! Th...
06/15/2026

Please join us in congratulating Harmony Vaga on successfully passing the Securities Industry Essentials (SIE®) Exam!

This accomplishment reflects Harmony's dedication to professional growth and her commitment to excellence in serving our clients and team. We are proud of her hard work and excited to support her continued success in the financial services industry.

Congratulations, Harmony! 🎉

06/13/2026

Leaving early? Never heard of her.

💡 Ever feel like investing is more complicated than it needs to be?In our latest recorded webinar, Mike Converse and Ada...
06/11/2026

💡 Ever feel like investing is more complicated than it needs to be?

In our latest recorded webinar, Mike Converse and Adam Eilert break down the fundamentals of investing, from stocks and bonds to diversification and long term investing, in a simple and approachable way.

This webinar is perfect for beginners, young professionals, or anyone looking to strengthen their financial knowledge and gain confidence in their investment decisions.

▶️ Watch the recording now on our website or through the link in the comments.

Celebrating 7 years with Adam today! 🥳 It just so happens that this year is extra special!! 🍼👶Adam and his wife, Emmy in...
06/10/2026

Celebrating 7 years with Adam today! 🥳 It just so happens that this year is extra special!! 🍼👶

Adam and his wife, Emmy introduced their little girl, Charlie into the world on May 15th! Congratulations to you both, we are so happy to be celebrating these milestones with you!

🥳 Happy Birthday, Kevin! Enjoy your day to the fullest. 🧁
06/09/2026

🥳 Happy Birthday, Kevin! Enjoy your day to the fullest. 🧁

🌟 Cheers to you, Chris! Wishing a year ahead filled with happiness. 🎂
06/07/2026

🌟 Cheers to you, Chris! Wishing a year ahead filled with happiness. 🎂

Make the effort today, be proud of yourself tomorrow 👍
06/05/2026

Make the effort today, be proud of yourself tomorrow 👍

This week we partnered with W/ Young Professionals to host our From Paycheck to Portfolio seminar, welcoming more than 2...
06/04/2026

This week we partnered with W/ Young Professionals to host our From Paycheck to Portfolio seminar, welcoming more than 20 young professionals from across Wichita!

Helping our community build confidence around financial planning, investing, and long-term wealth creation is something we're passionate about.

The engagement, questions, and conversations made this event a huge success and we're already planning the next one.

Stay tuned for a recording and details on future events!

Today's the day!We're looking forward to welcoming everyone to our From Paycheck to Portfolio workshop this evening. Whe...
06/01/2026

Today's the day!

We're looking forward to welcoming everyone to our From Paycheck to Portfolio workshop this evening. Whether you're brand new to investing or simply looking to strengthen your understanding of the basics, this will be a relaxed and informative conversation focused on building confidence and clarity around investing.

See you soon!

Address

Wichita, KS

Opening Hours

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

Telephone

+13163150617

Website

Alerts

Be the first to know and let us send you an email when The Converse Team posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Converse Team:

Shortcuts

Share