Presents:

Maximizing your Retirement Income, Protecting Your Identity & Estate Planning

You and a guest are invited to join us for a three-part event at the Bess Dodson Walt Branch Library in Lincoln, NE. Register below!

Join your hosts, Dave A. Buchanan, Ryan Sothan and Paul Blazek, for an informative presentation covering the following important financial topics for recent retirees and those retiring in the next 5 to 10 years:

  • Changes to tax laws and Social Security in 2019 that may affect your retirement income.
  • Claiming strategies and planning techniques to help you get the most out of your Social Security benefits.
  • How to create a guaranteed stream of income in retirement.
  • How to protect your assets during market volatility.
  • Strategies that can help you reduce your taxes and get closer to a potentially tax-free retirement.
  • Understanding potential risks in retirement and how to avoid them.
  • Learn what identity theft is, how it occurs and what to do when (not if) it happens to you. 
  • Prevention measures and safeguards you can put in place to help protect your identity.
  • How to develop an estate plan for you and your family.
  • And much more!

Seating is limited. Sign up below to reserve your seats!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

EVENT DETAILS

Date: Tuesday, February 19, 2019

Time: 6:00 p.m. to 7:30 p.m.

Venue: Bess Dodson Walt Branch Library 

  Address: 6701 South 14th St, Lincoln, NE 68512

REGISTER NOW

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FEATURED PRESENTERS

Dave A. Buchanan, President Retirement Wealth Solutions of Nebraska 

Having more than two decades of experience, Dave Buchanan has extensive expertise in retirement and wealth planning, as well as in tax-reduction strategies. 

Dave first proves his dedication with his clients and then moves forward with the proper implementation of the outlined strategies, ensuring he’s building long-lasting and successful relationships. 

To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 securities license and graduated from the University of Nebraska with a bachelor’s in business.

Ryan Sothan, Outreach Coordinator Nebraska Attorney General’s Office 

As Outreach Coordinator within the Nebraska Attorney General’s Office, Ryan has statewide responsibility for developing and implementing community-based initiatives for educating Nebraskans in the areas of consumer fraud, elder financial abuse, predatory and illegal business practices, identity theft, and Internet safety. Educational outreach services are extended to an average of 25,000 Nebraskans annually through presentations delivered to groups large and small across the state’s 93 counties, 244 school districts, and at numerous expositions and fairs including the Nebraska State Fair. Ryan has served in the Attorney General’s Office over the past two administrations. He holds a Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. In his spare time he works hard at elevating a high-handicapper’s bad golf game into an art form.

Paul Blazek, Estate Planning Law Group of Blazek & Gregg

We are an Estate Planning Law Firm that serves clients throughout Nebraska and Iowa. We offer our clients a variety of tools, not only for the transfer of wealth, but also for the protection of wealth as it moves to their loved ones. We help our clients clarify their goals and frequently show them new possibilities for transferring and protecting wealth.  

Most of all, we deliver the confidence that comes from a well thought out and properly crafted Estate Plan.  

Our clients choose us because they want more than a form. They want a relationship with professionals who can guide both them and their loved ones over the years.

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*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

Investment advisory services offered through ChangePath LLC, a Registered Investment Adviser. Insurance services are offered through Retirement & Wealth Solutions of Nebraska. Retirement & Wealth Solutions of Nebraska and ChangePath, LLC are unaffiliated.