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

Feeling overwhelmed by tax changes, market volatility, and inflation? You’re not alone—and we’re here to help.

This workshop covers:

  • Smart strategies to reduce or eliminate retirement taxes.
  • Tips for growing retirement income that can outlast you.
  • How to tackle market turbulence and inflation head-on.
  • Myths about retirement planning (spoiler: there are a lot).
  • Tools for crafting a retirement tax strategy that can save you thousands.
Oswald Financial Group Dinner Event
Oswald Financial Group Dinner Event

What to expect

Feeling overwhelmed by tax changes, market volatility, and inflation? You’re not alone—and we’re here to help.

This workshop covers:

  • Smart strategies to reduce or eliminate retirement taxes.
  • Tips for growing retirement income that can outlast you.
  • How to tackle market turbulence and inflation head-on.
  • Myths about retirement planning (spoiler: there are a lot).
  • Tools for crafting a retirement tax strategy that can save you thousands.
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.