JANUARY 15TH | 11:30 AM – 1:00 PM

LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901

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ESTATE & CONTINGENCY PLANNING

For business owners, their company ownership often makes up a large portion of their overall personal balance sheet. However, business owners are often so busy working on day-to-day operations that this planning doesn't get the attention it deserves. This seminar, led by Justin Vossen and Dan Sweeney, will highlight key estate and contingency planning issues that all business owners need to address, as well as specific strategies to consider. 

 

RETIREMENT INCOME & DISTRIBUTION PLANNING

Most investment and financial advice has traditionally been focused on the accumulation phase but with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall, will highlight the key components of a successful retirement income and distribution plan, as well as strategies to consider. 

 

*LUNCH WILL BE PROVIDED*

 

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