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

Where:

Spezia Restaurant
3125 South 72nd Street
Omaha, NE 68124
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