EVENTS 
Retirement Income Planning

Presented by: Lauren DeGroot
As you transition from work to post-work life, you'll need to determine how to manage risks while creating a paycheck from your accumulated assets for the rest of your life. Financial Advisor Lauren DeGroot will review strategies and considerations for retirement income planning.
Retirement Income Planning Seminars

♦ November 2nd, 6:30 p.m. - Swanson
♦ November 8th, 6:30 p.m. - Saddlebrook

Managing Investment Risk

Presented by: Joe Elsasser
Sub-optimal investment choices cost investors billions per year in missed performance. You'll learn why the risk models of the past have failed to equip investors with reasonable downside expectations, the impact on your investment choices and pitfalls to avoid in discussing investment risk with your advisors. 
Managing Investment Risk Seminars

♦ November 7th, 6:30 p.m. - Swanson
♦ November 9th, 6:30 p.m. - Saddlebrook
Library Locations
  Swanson Library
9101 W. Dodge Road
Omaha, NE 68114
(402) 444-4852
Saddlebrook Library
14850 Laurel Ave
Omaha, NE 68116
(402) 884-7473

Seating is limited. Call to RSVP!

 
None of the presenters are connected with or endorsed by the United States Government, the federal Medicare program, Medicaid program, or the Social Security Administration.
  Joe Elsasser and Lauren DeGroot are Investment Advisor Representatives of Sequent Planning, LLC., a Registered Investment Advisor.
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8420 W Dodge Road | Suite 110 | Omaha, NE 68114 | 402.953.3544 x802 | joe@sequentplanning.com 

SEQUENT PLANNING LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.



This communication is strictly intended for individuals residing in the state(s) of IA and NE. No offers may be made or accepted from any resident outside the specific states referenced.