Complimentary Private Dinner Event

Smart Retirement Tax

Reserve My Seat
Hurry, only a few seats are available

Location

Lazlo’s Brewery & Grill
210 N 7th St.
Lincoln, NE 68508

Date

Thursday
April 24th

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Time

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

What to expect

Tax Planning for Retirees: Keep More, Give Less (to the IRS)!

This workshop covers:

  • Why retirees have the biggest tax headaches (and how to ease the pain).
  • The Tax Cuts & SECURE Act—what changed, and what it means for you.
  • IRAs, 401(k)s, and Uncle Sam’s cut—smart strategies to minimize taxes.
  • Is now the golden moment for a ROTH conversion? Timing is everything!
  • How to turn tax problems into tax-saving opportunities (without losing sleep).
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.