Guest Speaker Jason Fischer from Global Atlantic Life Insurance Company will present
Clearing The Air on Long Term Care
Gain insight into the following topics:
- What is Long Term Care
- Where is Long Term Care
- How much is Long Term Care
- Options to Pay Long Term Care
Wednesday, August 21st, 2024, 6:00pm - 7:00 pm
Cobalt Headquarters - 7148 Towne Center Pkwy | Papillion, NE 68046
Lunch & Learn: Wealth Management Strategies for Small Businesses
Gain insight into the following topics:
- Retirement Plans
- Life Insurance
- Disability Insurance
- Tax Planning
Wednesday, August 7th, 2024, 11:00am- 1:00 pm
Cobalt Maple Branch - 17020 Evans Plz. | Omaha, NE 68116
Roundtable: Retirement Strategies - It's Never Too Early or Too Late to Start
Gain insight into the following topics:
- 401K
- Traditional IRA
- Roth IRA
- Retirement Income Streategies
Wednesday, August 7th, 2024, 6:00pm- 7:00 pm
Cobalt Maple Branch - 17020 Evans Plz. | Omaha, NE 68116
*Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates Cobalt Credit Union and Cobalt Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cobalt Wealth Management and may also be employees of Cobalt Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cobalt Credit Union or Cobalt Wealth Management Securities and insurance offered through LPL or its affiliates are:
Beverly Hobbs is securities licensed in AK, AL, AR, AZ, CA, CO, FL, IA, IL, KS, MD, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, UT; WA, and is insurance licensed in IA, MT, NE; OR.
Erik Wiese is securities licensed in NE, IA; SC, and is insurance licensed in IA and NE.
Jason Fischer of Global Atlantic is not affiliated with LPL Financial.
Please note that insurance products may be discussed at this event (i.e. fixed annuities with a long-term care rider). Insurance policies and riders have limitations and exclusions, are subject to medical underwriting, and riders may carry additional fees and charges
