EVENTS 
Social Security Strategies

Presented by: Lauren DeGroot
Social Security is the foundation of most retirement income plans, yet most people miss out on tens of thousands of dollars in benefits. Financial Advisor Lauren DeGroot will share how to make the most of your Social Security decision and how to integrate it with your other retirement income sources.
Social Security Seminars

♦ March 7th, 6:30 p.m. - Benson
♦ March 30th, 6:30 p.m. - Swanson
♦ April 5th, 6:30 p.m. - Millard
♦ April 18th, 6:30 p.m. - Abrahams
Long Term Care Planning

Presented by: Cathy Wyatt
One of the greatest risks retirees face in retirement is outliving their assets and losing their independence as a result of an unexpected extended care event. Cathy Wyatt will provide you with insight on how to properly plan today so you can retain your independence as long as possible and protect your loved ones from having to become your primary caregiver.
Long Term Care Planning Seminars

♦ March 15th, 6:30 p.m. - Millard
♦ March 28th, 6:30 p.m. - Benson
♦ April 12th, 6:30 p.m. - Swanson
♦ April 25th, 6:30 p.m. - Abrahams
Estate Planning

Presented by: Bill Brown
Attorney Bill Brown has over 30 years of experience in estate and retirement planning. He will bring a practical approach to his discussion of estate planning, wills, trusts, asset titling, estate administration, estate/inheritance/income taxes, powers of attorney, and related subjects.
Estate Planning Seminars

♦ February 28th, 6:30 p.m. - Benson
♦ March 22nd, 6:30 p.m. - Millard
♦ April 11th, 6:30 p.m. - Swanson
♦ April 19th, 6:30 p.m. - Abrahams
Medicare 101

Presented by: Bob Glaze
Bob Glaze will discuss the ins and outs of Medicare. What are Parts A, B, C, D? What are the costs? What is and is not covered? What is Medigap? What are the important dates you need to be aware of as you consider Medicare options.
Medicare 101 Seminars

♦ March 1st, 6:30 p.m. - Millard
♦ March 15th, 6:30 p.m. - Benson
♦ April 12th, 6:30 p.m. - Abrahams
♦ April 20th, 6:30 p.m. - Swanson
Tax Efficient Retirement

Presented by: Joe Elsasser

Middle income Retirees can face Federal Tax rates as high as 55% on each additional withdrawal from a retirement account. Joe Elsasser, CFP® will show you why taxes are different in retirement and how to avoid key pitfalls in how you harvest income from various accounts.
Tax Efficient Retirement

♦ February 21st, 6:30 p.m. - Benson
♦ March 29th, 6:30 p.m. - Millard
♦ April 11th, 6:30 p.m. - Abrahams
♦ April 26th, 6:30 p.m. - Swanson
Library Locations
Benson Library
6015 Binney Street
Omaha, NE 68104
 (402) 444-4846
Millard Library
13214 Westwood Ln.
Omaha, NE 68144
(402) 444-4848
Swanson Library
9101 W. Dodge Rd.
Omaha, NE 68114
(402) 444-4852
Abrahams Library
5111 N. 90th Street
Omaha, NE 68134
(402) 444-6284

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 

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