You and a guest are invited to join us for a special presentation at Bess Dodson Walt Branch Library in Lincoln, NE. Register below!
Do you know how to keep your assets out of probate, potentially reduce tax-exposure and have a plan to ensure your heirs retain your assets? Join your presenters, Jim Blazek & Paul Blazek, while we discuss how to preserve your estate. This event will hosted by Dave Buchanan, Shawn Ahl CPA. In this presentation, we'll cover:
Seating is limited. Sign up below to reserve your seats!
This comprehensive presentation may help you better understand estate planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your estate.
Dates & Times:
Thursday, November 7, 2019 from 6:00 p.m. to 7:30 p.m.
Saturday, November 9, 2019 from 12:30 p.m. to 2:00 p.m.
Venue: Bess Dodson Walt Branch Library
Location: 6701 S 14th St, Lincoln, NE 68512
REGISTRATION CLOSES IN:
James T. Blazek, Founder The Estate Planning Law Group of Blazek and Gregg
Jim Blazek is the founder of The Estate Planning Law Group of Blazek and Gregg, a unique law firm that is devoted to estate and business planning, serving clients throughout Nebraska and Iowa. Jim graduated from the University of Nebraska at Lincoln in 1978, with a Bachelor of Science in Business Administration, concentrating in Finance. He received his Juris Doctor Degree from Creighton University School of Law in 1981. He has been assisting clients with their Estate and Business Planning needs for over thirty-eight years.
Paul Blazek graduated from Hastings College in 2013 with a Bachelor of Arts in Marketing and graduated Cum Laude from Creighton University School of Law in 2018 with a Juris Doctor degree. During his time at Creighton, Paul received the CALI Excellence for the Future Award in: Estate Planning, Cross-Examination, and International Criminal Law. Paul is licensed in Nebraska, Iowa, and Colorado.
Dave A. Buchanan, President Retirement Wealth Solutions of Nebraska
Having more than two decades of experience, Dave Buchanan has extensive expertise in retirement and wealth planning, as well as in tax-reduction strategies. Dave first proves his dedication with his clients and then moves forward with the proper implementation of the outlined strategies, ensuring he’s building long-lasting and successful relationships. To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 securities license and graduated from the University of Nebraska with a bachelor’s in business. Dave is also the Director of Lincoln Operations for the Foundation for Educational Partnership (feponline.org), one of the largest and fastest growing 501(c)(3) nonprofits in the country. State License Number - 703622
Shawn Ahl, CPA
Shawn Ahl, CPA, is committed to always putting the clients’ needs first. Using her expertise in retirement income planning, Shawn takes pride in having the ability to help clients enter the next stage of their lives with confidence. She learned early on being a good listener is beneficial, and she’s also compassionate and energetic about her work. Shawn is also an Ed Slott Elite Advisor. Focusing on keeping her clients informed is a main component for how Shawn operates. Being informed allows each individual to take a major role in the decision-making process and truly feel good about the choices they’ve made.
This presentation is designed to provide accurate and authoritative information on the topics covered. However, it is not intended to provide specific legal, tax, or other professional advice. For specific tax or legal assistance, the services of an accountant or attorney should be sought. Investment advisory services offered through ChangePath LLC, a Registered Investment Adviser. Insurance services are offered through Retirement & &ealth Solutions of Nebraska. Retirement & &ealth Solutions of Nebraska and ChangePath, LLC are unaffiliated.