EVENTS 
Tax-Efficient Retirement

Presented by: Joe Elsasser, CFP®

Under new tax laws, middle-income retirees can face effective marginal tax rates as high as 49.95% due to the interactions between different types of income in retirement. Learn to coordinate IRA withdrawals with savings and Social Security to make your retirement money last longer or leave more to the people or causes you care about.
Tax-Efficient Retirement Seminars

♦ Wednesday, November 7th, 6:30 p.m. - Saddlebrook Library
♦ Thursday, November 15th, 6:30 p.m. - Swanson Library

Social Security Strategies

Presented by: Lauren DeGroot

Social Security is the foundation of most retirement income plans, yet most people miss out on tens of thousands of dollars in benefits. Financial Advisor Lauren DeGroot will share how to make the most of your Social Security decision and how to integrate it with your other retirement income sources.
Social Security Seminars

♦ Thursday, November 8th, 6:30 p.m. - Saddlebrook Library
♦ Wednesday, November 14th, 6:30 p.m. - Swanson Library
Library Locations
Saddlebrook Library
14850 Laurel Avenue
Omaha, NE 68116
(402) 884-7473
Swanson Library
9101 W. Dodge Road
Omaha, NE 68114
(402) 444-4852

Seating is limited. Call to RSVP!

 
None of the presenters are connected with or endorsed by the United States Government, the federal Medicare program, Medicaid program, or the Social Security Administration.
Joe Elsasser and Lauren DeGroot are Investment Advisor Representatives of Sequent Planning, LLC., a Registered Investment Advisor.
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8420 W Dodge Road | Suite 110 | Omaha, NE 68114 | 402.953.3544 x802 | joe@sequentplanning.com 

SEQUENT PLANNING LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.



This communication is strictly intended for individuals residing in the state(s) of IA and NE. No offers may be made or accepted from any resident outside the specific states referenced.