Take the first step toward reaching your

FINANCIAL GOALS

Get the information that can help you live a confident retirement. 

Take the first step toward reaching your

FINANCIAL GOALS

Get the information that can help you live a confident retirement. 

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events

JANUARY 21
Profeds for Federal Employees
8:30am | Hilton Garden Inn
JANUARY 22
Taxes in Retirement – Sean Quigley
6:00pm | The Venue
JANUARY 23
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings
JANUARY 29
Meet the Author
6:00pm | Venue Restaurant & Lounge, NE
JANUARY 30
Meet the Author
11:30am | Hilton Garden Inn Omaha
JANUARY 30
Meet the Author
6:00pm | Hilton Garden Inn Omaha
FEBRUARY 18
Taxes in Retirement – Sean Quigley
6:00pm | The Venue
FEBRUARY 19
Taxes in Retirement – Sean Quigley
6:00pm | The Venue
FEBRUARY 20
Profeds for Federal Employees
8:30am | The Forum (Lincoln, NE)
FEBRUARY 26
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)
FEBRUARY 27
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)
MARCH 18
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)
MARCH 20
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)

Upcoming Events

JANUARY 21
Profeds for Federal Employees
8:30am | Hilton Garden Inn
JANUARY 22
Taxes in Retirement – Sean Quigley
6:00pm | The Venue
JANUARY 23
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings
JANUARY 29
Meet the Author
6:00pm | The Venue
JANUARY 30
Meet the Author
11:30am | Hilton Garden Inn Omaha
JANUARY 30
Meet the Author
6:00pm | Hilton Garden Inn Omaha
FEBRUARY 18
Taxes in Retirement – Sean Quigley
6:00pm | The Venue
FEBRUARY 19
Taxes in Retirement – Sean Quigley
6:00pm | The Venue
FEBRUARY 20
Profeds for Federal Employees
8:30am | The Forum (Lincoln, NE)
FEBRUARY 26
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)
FEBRUARY 27
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)
MARCH 18
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)
MARCH 20
Taxes in Retirement – Brett Shunkwiler
11:30am | Flemings (Omaha, NE)

Rather Meet

ONE-ON-ONE?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (402) 466.3919