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Retirement transition series to be offered at Omaha Public Library


Retirement transition series to be offered at Omaha Public Library
February 24, 2014
Are you retired or thinking about retiring soon? Join Omaha Public Library for a series of retirement transition workshops that will guide you on making the most of your retirement. Experts will be available to assist you in defining retirement goals, understanding Medicare options, exploring financial plans for security and more. All programs are free and open to the public, but space is limited. Register online at omahalibrary.org, or by calling the branch where you wish to attend.


Seminar

Date

Time

Location

Social Security Strategies

Presented by Joe Elsasser & 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. Joe Elsasser, CFP® will share how to make the most of your Social Security decision and how to integrate it with your other retirement income sources.

March 4

6 p.m.

Benson Branch
6015 Binney St.
402.444.4846

March 13

6 p.m.

Bess Johnson Elkhorn Branch
2100 Reading Plz.
402.289.4367

April 8

6 p.m.

W. Clarke Swanson Branch
9101 W. Dodge Rd.
402.444.4852

April 9

6 p.m.

Milton R. Abrahams Branch
5111 N. 90th St.
402.444.6284

April 24

2 p.m.

A.V. Sorensen Branch
4808 Cass St.
402.444.5274

May 1

6 p.m.

Millard Branch
13214 Westwood Ln.
402.444.4848

May 12

6 p.m.

South Omaha Library
2808 Q St.
402.444.4850

Medicare 101

Presented by Bob Glaze

Bob Glaze, a senior benefit advisor, will discuss the ins and outs of Medicare. What are Parts A, B, C, D? What are the costs? What is and isn’t covered? What is Medigap? What are the important dates you need to be aware of as you consider Medicare options? Find answers to these questions and more.

March 18

6 p.m.

Benson Branch

April 8

2 p.m.

A.V. Sorensen Branch

April 14

6 p.m.

Milton R. Abrahams Branch

April 23

6 p.m.

W. Clarke Swanson Branch

April 28

6 p.m.

South Omaha Library

May 7

6 p.m.

Bess Johnson Elkhorn Branch

May 15

6 p.m.

Millard Branch

Estate Planning – Wills, Trusts, Probate & More

Presented by Kelli Watson

Attorney Kelli Watson will discuss planning strategies for your potential incapacity and death, including a will, powers of attorney for finances and health care, a living will, and in certain situations, a trust. You will also learn about the probate process, inheritance taxes, and avoiding unnecessary expenses during your lifetime and upon death through proper planning.

March 20

6 p.m.

Millard Branch

March 27

6 p.m.

Bess Johnson Elkhorn Branch

April 1

2 p.m.

A.V. Sorensen Branch

April 15

6 p.m.

Benson Branch

April 22

6 p.m.

Milton R. Abrahams Branch

April 26

10 a.m.

South Omaha Library

May 27

6 p.m.

W. Clarke Swanson Branch

Retirement Income Planning

Presented by Joe Elsasser & Lauren DeGroot

As you transition from work to post-work life, you’ll need to determine how to manage risks while creating a paycheck from your accumulated assets for the rest of your life. Joe Elsasser will review strategies and considerations for retirement income planning.

April 1

6 p.m.

Benson Branch

April 10

6 p.m.

Bess Johnson Elkhorn Branch

April 17

6 p.m.

Millard Branch

April 29

6 p.m.

W. Clarke Swanson Branch

May 6

6 p.m.

Milton R. Abrahams Branch

May 24

10 a.m.

South Omaha Library

Paying for Long-Term Care, Including Medicaid & Veterans Benefits

Presented by Nick Halbur

Attorney Nick Halbur will present an introduction to the options available for planning for and paying for long-term care needs. You’ll learn several strategies for obtaining coverage for the high cost of care in nursing homes, assisted living facilities and in-home care services.

April 3

6 p.m.

Millard Branch

April 15

2 p.m.

A.V. Sorensen Branch

April 19

10 a.m.

Benson Branch

April 24

6 p.m.

Bess Johnson Elkhorn Branch

April 29

6 p.m.

Milton R. Abrahams Branch

May 10

10 a.m.

South Omaha Library

May 20

6 p.m.

W. Clarke Swanson Branch


 
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