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PCIA Events

At Prime Capital Investment Advisors, we love every opportunity to connect with you, meet you and discuss your goals. That’s why we enjoy hosting live and in-person events that give us valuable time to interact with you on a face-to-face basis. During these events, the floor will be open for you to ask your most pressing financial questions in a safe environment with education as the mission. You’ll also get to know more about us and how we can help you secure the confidence you need to achieve peace of mind. View all of our events below!

April 18 @ 5PM OR April 22 @ 12PM

Our team at Prime Capital is excited to invite you and one guest to our upcoming estate planning seminars!

We will welcome Bethany Shelton, an estate-planning attorney with a decade and a half of experience, to discuss how estate planning can help ensure assets in a financial plan transfer to the next generation in a seamless manner. She will answer the following questions:

  • What are the basic estate planning documents I should have?
  • How do I avoid probate?
  • Can I control how and when my loved ones inherit my assets?
  • What is a trust, and do I need one?
  • Can I choose who would raise my minor children after my passing?
  • How can I protect myself during my lifetime if I am incapacitated?

Please note the two events will cover identical information, meaning you only need to attend one.

Wine & Wills – April 18th at 5PM
-OR-
Lunch & Wills – April 22nd at 12PM

Location:
Prime Capital Investment Advisors
6201 College Blvd., Suite 150
Overland Park, KS 66211
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How Can I Attend?

If you’re a client and would like to attend this event, please call us at 913.491.6226 or email us for more information!

Featured Speaker

Bethany Shelton

Estate Planning Attorney

Estate Planning Attorney Bethany Shelton is passionate about helping families plan for transition before the unexpected occurs.

Bethany takes pride in mobilizing clients to develop estate plans that provide for their loved ones and enact thoughtful and efficient wealth transition.

After graduating first in her class from KU Law in 2009, Bethany joined a preeminent Kansas City law firm where she served Fortune 500 clients in complex, high-stakes litigation. Following a decade of litigating, her desire to help families launched her into estate planning, enabling her to pair her passion for excellence and problem solving with her practical empathy. She excels in providing responsive and personalized guidance and supporting families in their pursuits of being proactive and prepared.

Learn More About Bethany

The Prime Capital Investment Advisors Difference

Backed By Strength

  • Over $20 Billion Under Management
  • Partner of Largest Advisor-Owned Firm in the U.S.
  • Team Approach: 13-person Investment Management Team
  • Fiduciary Advisor Who Must Act in Your Best Interest

Services For You

  • Financial Planning
  • Retirement Savings
  • Risk Management & Insurance
  • Private Equity
  • Alternatives & Venture Capital
  • Charitable Giving & Estate Planning
  • Employee Financial Wellness Education

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Micah Schmidt

Your Guide & Personal CFO

6201 College Blvd, Ste #150
Overland Park, KS 66211
Ph: 913.491.6226