Join a Retirement Planning Event Near You
If you’ve been wondering how to turn your savings into reliable income, this event is designed to give you clear, straightforward answers. You’ll walk away with a better understanding of how retirement income works—without the confusion or pressure.
These in-person and remote-friendly sessions are built to help you feel more confident about your next steps.
A Simple Way to Understand Your Retirement Income Options

What You'll Learn
How to turn retirement savings into monthly income
What annuities are designed to do (and what they’re not)
How to plan for income that lasts through retirement
Common mistakes to avoid when transitioning into retirement
How to evaluate your options before making decisions
This is an educational session focused on clarity—so you can make informed choices that fit your goals.
Event Details
- Format: In-person and/or virtual options available
- Location: Nebraska-based (hosted from Kearney, with remote access available)
- Length: Approximately 45–60 minutes
- Cost: Complimentary
Each session is designed to be informative, approachable, and easy to follow—no prior knowledge required.
Who These Events Are For
- Near-retirees (within 1–5 years of retirement)
- Recently retired individuals
- Couples planning retirement together
- Anyone looking for more clarity around retirement income
If you’ve been asking questions like “Will my money last?” or “What are my options beyond the market?”—this event is for you.
Can't Make it to an event?
Prefer a One-on-One Conversation?
If the next event date doesn’t fit your schedule, or you’d rather talk through your situation privately, you can schedule a consultation anytime.

