Seminars

Join us for one of our Lunch and Learn seminars. Select the one that best works for you. All seminars will have lunch provided and will take place at the Lincoln Downtown location - 1720 P Street at 12:00 noon - 1:00 p.m.

Retire Wisely- Wednesday, September 18 - a financial planner will cover developing a retirement strategy, understanding the options associated with Social Security, understanding the options associated with Medicare and learn about the options to help minimize the risk of outliving your savings

How do I pay for college? - Thursday, October 10 - Treve Florom, Director of Outreach Service, EducationQuest will discuss the FAFSA form, the cost of college, types of financial aid and the free services at EducationQuest.

Will You Be Ready? - Wednesday, October 16 - Attorney Jennifer Tricker will cover estate planning, probate and important information you need for your Will.

ID Theft - Tuesday, October 22 - along with a credit union representative, Officer Darrin Little, UNL Police, will cover scams to look out for and how you can protect your personal information from the fraudsters.

Demystifying Social Security - Wednesday, November 20 - the seminar will cover when you should file for Social Security, Social Security strategies, and income taxes on Social Security.

Space is limited, register today!