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:

June 13
Taxes in Retirement
6:00 pm | Central Community College – Lecture Hall Room 131
June 15
Taxes in Retirement
6:00 pm | Bess Dodson Walt Branch Library in Meeting Room 1
June 20
Workshop #2: Social Security Benefits
6:00 pm | Harmon Park – Sycamore Room
June 20
Taxes in Retirement
6:00 pm | Bess Dodson Walt Branch Library in Meeting Room 1
June 20
Social Security Benefits
6:00 pm | Harmon Park – Sycamore Room
August 8
Workshop #3: Medicare
6:00 pm | Harmon Park – Sycamore Room
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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at

888.260.0926 (Kearney/Grand Island)

844.894.2393 (Lincoln)