Please join us for the 2nd event in our “Leaving your Legacy” series in which we’ll be discussing estate planning using a values-based approach.

Topics to be covered include:

• How a values-based planning approach differs from solely a tax based/financial approach,
• The SECURE Act,
• Charitable Remainder Trusts,
• Life Insurance,
• Gift Annuities.

Speakers include:

• Steve Burt, CFP: Senor Vice President – Wealth Management, UBS Financial
• Ed Easley: Agent, State Farm Insurance
• Chris Raun: Executive Director, Catholic Foundation of Southern Nebraska
• Patrick Timmer: Partner, Endacott, Peetz, and Timmer