Upcoming Events

A day on the green filled with great conversation, plenty of laughs, and maybe even a few impressive golf shots (no promises). Fore & Friends is a chance to enjoy some quality time with Bryan, connect outside the office, and bring along a guest of your choice for a laid-back, invite-only golf outing.

We’ll take care of the golf, the food, and the fun—you just show up ready to swing, snack, and socialize. Whether your game is scratch or… scratched, we promise a good time either way.

An evening designed especially for our clients—an opportunity to enjoy meaningful conversation, light refreshments, and fresh insights into retirement planning. This isn’t a sales pitch or a workshop—it’s a relaxed, thoughtful gathering focused on sharing ideas, building community, and exploring what a fulfilling retirement can look like. We also know the best conversations often happen when you bring someone along. Spouses, friends, or anyone who might benefit from thinking about their future are welcome—this event is all about connection.

If you’re 50+ and still love to learn, explore, and connect—OLLI at UNL might be just what you’re looking for. With over 350 noncredit classes, social events, interest groups, and travel opportunities offered year-round, OLLI is your invitation to stay sharp, stay social, and have some serious fun doing it.

A day on the green filled with great conversation, plenty of laughs, and maybe even a few impressive golf shots (no promises). Fore & Friends is a chance to enjoy some quality time with Bryan, connect outside the office, and bring along a guest of your choice for a laid-back, invite-only golf outing.

We’ll take care of the golf, the food, and the fun—you just show up ready to swing, snack, and socialize. Whether your game is scratch or… scratched, we promise a good time either way.

Let’s face it — the national debt is sky-high, taxes are historically low, and we all know Uncle Sam doesn’t just let things slide. So here’s the million-dollar question: when you retire, do you think taxes will be higher or lower than they are today? (Yeah… we thought so too.)

Join us for a free, eye-opening workshop that tackles the BIG questions about retirement: