Complimentary Private Dinner Event

Retirement Tax Strategies for 2025

Reserve My Seat
Hurry, only a few seats are available

Location

Venue Restaurant
4111 Pioneer Woods
Lincoln, NE 68506

Date

Thursday
January 30th

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Time

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

What to expect

HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT

This workshop covers:

  • How to reduce or eliminate retirement and estate taxes
  • ​​Financial strategies that could increase your retirement income and last
  • ​​How to deal with the current market volatility and inflation
  • ​​How to structure your retirement savings so you never have to worry about running out of money
  • Tools and methods available to retirees to help develop a retirement tax strategy​​​
Oswald Financial Group Dinner Event
Oswald Financial Group Dinner Event

What to expect

HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT

This workshop covers:

  • How to reduce or eliminate retirement and estate taxes
  • ​​Financial strategies that could increase your retirement income and last
  • ​​How to deal with the current market volatility and inflation
  • ​​How to structure your retirement savings so you never have to worry about running out of money
  • Tools and methods available to retirees to help develop a retirement tax strategy​​​
    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.