THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income at our event:
and more!
Plus...you get a COMPLIMENTARY LUNCH!
Location:
Fleming's Steakhouse
140 Regency Pkwy
Omaha, NE 68114
Date:
March 26th at 11:30am
OR
March 28th at 11:30am
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income at our event:
and more!
Plus...you get a COMPLIMENTARY
LUNCH!
Location:
Fleming's Steakhouse
140 Regency Pkwy
Omaha, NE 68114
Date:
March 26th at 11:30am
OR
March 28th at 11:30am
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
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We're willing to offer help to any who needs it, but we specialize in helping individuals and families over 55, with $250K of investable assets or more.
Your Speaker
Brett uses his skills and experience to help clients visualize and achieve their financial goals.
Brett got his start in the industry in 2005 and quickly gained the knowledge and experience he needed to open his own firm. In 2011, Brett took the leap and founded Shunkwiler Financial with the goal of providing clients the expertise, attention and time they deserve when planning their retirements. As the firm’s leader, Brett works day in and day out to ensure Shunkwiler Financial delivers the strategies that clients need to live out their dream retirements.
Brett has passed his Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Registered Investment Adviser Law), and holds an insurance license in Nebraska and various other states. He earned his bachelor's in finance from the University of Nebraska-Lincoln.
In his free time, Brett enjoys spending time with friends and family and cheering on his Nebraska Cornhuskers.
Brett uses his skills and experience to help clients visualize and achieve their financial goals. Brett got his start in the industry in 2005 and quickly gained the knowledge and experience he needed to open his own firm. In 2011, Brett took the leap and founded Shunkwiler Financial with the goal of providing clients the expertise, attention and time they deserve when planning their retirements. As the firm’s leader, Brett works day in and day out to ensure Shunkwiler Financial delivers the strategies that clients need to live out their dream retirements.Brett has passed his Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Registered Investment Adviser Law), and holds an insurance license in Nebraska and various other states. He earned his bachelor's in finance from the University of Nebraska-Lincoln.In his free time, Brett enjoys spending time with friends and family and cheering on his Nebraska Cornhuskers.