The purpose of any financial plan should focus on a common strategy or
goal. This is even more true when developing a plan for someone with
disabilities. Making sure the pieces fit together for a lifetime of financial
security is essential to the success of the plan.
If you are a caregiver to someone with disabilities and are interested in
learning more about financial planning, join us for this informational seminar
featuring speakers from a variety of industries. There will be plenty of time for
Q&A following the speaker presentations.
Tuesday, October 12th
11:30 am – 2:00 pm
No Charge • Box Lunch Provided
Location: Security National Bank
1120 101st St, Omaha, NE 68124
RSVP: https://www.eventbrite.com/e/170185309843
Limit 40 attendees. Masks are required except while eating.
Speakers include:
Diane Stewart, Director – Nebraska Enable Savings Plan
Andrew Deaver – Attorney, Abrahams Kaslow & Cassman LLP
Joe Borghoff, JD, CTFA – Trust Officer, Security National Bank
Jeff Meuret – Pre-need Counselor, Heafey Hoffman Dworak Cutler
Event Moderator – Marcy Browning – Development Director at Duet