Complimentary Private Dinner Event
Will Your Financial Plan Survive
Hurry, only a few seats are available
Location
Wilderness Ridge
1800 Wilderness Woods Pl
Lincoln, NE 68512
Date
Tuesday & Thursday
March 11th & 13th
Time
Arrival 6:15 PM CST
Start 6:30 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.
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.