Spring Seminars
Below is the schedule for our spring Lunch & Learn seminar series. All seminars will take place on Zoom and start at 12:00 noon. Please rsvp by calling 402-472-2087 or click here to register. The link for the Zoom presentation will be emailed to all registered participants about a week before the seminar.
Retire Wisely | Wednesday, March 3 | 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
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Demystifying Social Security | Wednesday, March 10 | 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?
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Will You Be Ready? | Tuesday, April 20 | 12:00 noon
Attorney, Jennifer Tricker, will cover:
- Estate planning
- Probate
- Trusts vs. Wills