Saturday, October 13, 2012
8:30 am - 12:30 pm
Metropolitan Community College - Fort Omaha Campus
Swanson Conference Center
City of Omaha and the Financial Planning Association of Nebraska invite you to attend The Greater Omaha Community Financial Planning Day on Saturday, October 13, 2012 from 8:30 am to 12:30 pm at the Metropolitan Community College - Fort Omaha Campus, where you’ll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.
Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services.
You'll be able to seek information and advice on a wide range of topics, including:
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GENERAL FINANCIAL PLANNING Buying a Home - Debt Management Building a College Fund - Savings Goals ______________________________________ SPECIAL CIRCUMSTANCES Job Loss and Job Change - Foreclosure Assistance Change in Marital Status ______________________________________ INVESTMENT PLANNING Investment Strategies - Asset Accumulation Generating Investment Income ______________________________________ RETIREMENT PLANNING Building a Retirement Fund - 401(k) and 403(b) Plans IRA Accounts - Social Security ______________________________________ |
INCOME TAX PLANNING Tax Reduction Strategies Charitable Contributions - Small Business Taxation ______________________________________ ESTATE PLANNING Building an Inheritance - Wills and Trusts Estate Tax Strategies ______________________________________ INSURANCE PLANNING Life Insurance Coverage - Disability Insurance Long-term Care Planning ______________________________________ EMPLOYEE BENEFITS Managing Health Insurance - Health Savings Accounts Pension Benefits ______________________________________ |
In addition to personalized advice, The Greater Omaha Community Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.
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