JOIN US FOR A COMPLIMENTARY DINNER EVENT
WHAT YOU’LL LEARN
- · How to help protect your money against future drops in the market without completely sacrificing the chance to grow your money now.
- · Actions you should consider taking to lock-in your tax savings before the sunset of the Trump Tax Law.
- · The New SECURE Act and how you can avoid a big tax hit for you and your beneficiaries.
- · Wills vs. Trusts and how to avoid probate.
- · Social Security claiming strategies – the difference can be over $100,000 for a single and upwards of $400,000 over a couples lifetime.
- · How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
Two Dinners to Choose From:
Thursday, April 6 | 6pm
Wednesday, April 12 | 6pm
3125 South 72nd Street
Omaha, NE 68124