Seminars

Our fall seminars will be in person at the Downtown Lincoln location as well as on Zoom. Lunch will be served for those that attend in person. Click here to register.


Retire Wisely | Wednesday, October 6 | 12:00 noon

A financial planner will cover these topics:

  • Developing a retirement strategy
  • Understanding the options associated with Social Security
  • Understanding the options associated with Medicare
  • Learning about the options to help minimize the risk of outliving your savings

How Do I Pay for College? | Thursday, October 21 | 12:00 noon

Treve Florom, EducationQuest, Director of Outreach will cover:

  • The FSA ID - Federal Student Aid Identification - a user name and password that each student and one parent must have to complete the FAFSA form.
  • The cost of college
  • Types of financial aid
  • How colleges award financial aid
  • Free services available from EducationQuest Foundation

Will You Be Ready? | Tuesday, October 26 | 12:00 noon

Attorney Jennifer Tricker will cover:

  • Estate planning
  • Probate - should you avoid it?
  • Trusts vs. Wills

Demystifying Social Security | Wednesday, November 3 | 12:00 noon

A financial planner will cover these topics:

  • When should you file?
  • Social Security strategies
  • Are there income taxes on my Social Security?