Seminars

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