Events & Seminars
Our in-person seminars are designed to educate and empower. We focus on delivering clear, practical insights in a welcoming environment, helping clients and their guests make informed financial decisions with confidence. Typical attendees include clients, their families, and others seeking to build financial clarity and peace of mind.
Educational Seminar
Retirement Taxation:
Facts, Updates & Insights
Learn the most up-to date and comprehensive information regarding retirement taxation—and how to potentially save thousands of your hard-earned dollars.
June 9 | 11:00am
Milton Library
5111 N. 90th Street
Omaha, NE 68134
Dinner Seminar
Modern Retirement Planning:
Tools for Today’s Retirees
Learn the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden.
June 10 & 11 | 6:00pm
Fleming’s Steakhouse
140 Regency Parkway
Omaha, NE 68114
Dinner Seminar
Modern Retirement Planning:
Tools for Today’s Retirees
Learn the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden.
June 24 & 25 | 6:00pm
Fleming’s Steakhouse
140 Regency Parkway
Omaha, NE 68114
Dinner Seminar
Modern Retirement Planning:
Tools for Today’s Retirees
Learn the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden.
August 19 & 20 | 6:00pm
Fleming’s Steakhouse
140 Regency Parkway
Omaha, NE 68114
Dinner Seminar
Modern Retirement Planning:
Tools for Today’s Retirees
Learn the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden.
September 16 & 17 | 6:00pm
Fleming’s Steakhouse
140 Regency Parkway
Omaha, NE 68114