Look What We’re Planning For You!

NAIFA-Omaha is pleased to announce the following programs and activities. Please note these tentative dates on your calendar, and watch your mail and e-mail for more information! 


January 2017 Professional Development Luncheon

January 19, 2017
11:30 AM CST to 1:00 PM CST
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Champions Run Country Club
13800 Eagle Run Drive
Omaha, NE 68164
http://www.championsomaha.com/public/champions-run-6.html
http://www.championsomaha.com/public/champions-run-6.html
 Directions

Join us as we welcome
Best Selling Author Roger Seip to Omaha!  

NAIFA-Omaha and our friends with the Omaha Society of Financial Service Professionals are teaming up for a great double-header on Thursday, January 19th at Champions Run Country Club.

The main event will be our Professional Development Luncheon featuring Train Your Brain for Success author, Roger Seip.


This meeting is sponsored by
 

You're invited to stay for a special Social Security Timing CE program and happy hour immediately following the NAIFA Luncheon.
1:30 - 3:30 PM - CE Program
3:30 - 5:00 PM - Cocktails and Networking
This in depth course will review how blending withdrawals from IRA, Roth IRA, Non-Qualified accounts and Social Security can reduce taxes and increase portfolio longevity and estate values. Participants will learn:

  • Why retirement income decisions should be based on a client’s Effective Marginal Rate, not their tax bracket
  • How this perspective adds significant value to client plans
  • How Social Security, Non-Qualified, Qualified and Roth withdrawals can be structured to deliver better outcomes
  • Why advisors will need to work with other professionals to implement these strategies

The program will provide 2 hours of CE for NE and IA Life Insurance, CFP, Legal, Accounting and PACE (pending approvals).

NAIFA members can attend the CE program for a discounted rate of $25 (FREE for those who are also FSP members). The price for non-members is $50. Register for one or both programs online -- or contact NAIFA-Omaha Executive VP Joe Pittman at naifa@cam-omaha.com or 402-397-0280.

 

 

 

Tickets

$0.00 NAIFA Member

$25.00 Not Yet Members

$15.00 Bonus CE Program - NAIFA members

$0.00 Bonus CE Program - Dual FSP/NAIFA Members

$25.00 Bonus CE Program - Non Members