Complimentary Private Dinner Event

Taxes in Retirement

Reserve My Seat
Hurry, only a few seats are available

Location

Granite City
6200 O Street
Lincoln, NE 68510

Date

Thursday
February 20th

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Time

Arrival 6:15 PM CST
Start 6:30 PM CST

What to expect

REALIZE THE POTENTIAL IMPACT TAXES MAY HAVE ON YOUR RETIREMENT INCOME

This workshop covers:

  • Ways to help minimize taxes in retirement
  • Utilize financial vehicles designed to reduce your tax burden and last a lifetime
  • Different approaches to help protect you against taxes on your Social Security
  • Tools and methods available to retirees to help develop a retirement tax strategy
  • Common misconceptions about taxes in retirement
Oswald Financial Group Dinner Event
Bryan Oswald

Your Speaker

Bryan graduated college with an architectural engineering degree, then realized he’d rather help others by helping to build their fiscal houses. Now, Bryan’s firm prides itself on fostering close-knit relationships with all clients and acting as the financial professional they deserve and trust. His guidance concentrates on retirement income planning, college planning and long-term care on a tax-favored basis.

Bryan is a registered Life Underwriter Training Council Fellow (LUTCF), is a Life and Annuity Certified Professional (LACP) and holds his life and health insurance licenses in Nebraska, Kansas, Iowa, California, Colorado & Missouri. Additionally, he is past-president of the local NAIFA chapter and a member of NAHU.

Reserve Your Seat Today!

Register today to take full advantage of our complimentary dinner event and get a FREE On-Course Retirement Review if you schedule a no-obligation visit with Bryan.