Complimentary Wealth Management Events

Wednesday, April 24th, 2024

Guest Speaker Catherine Swiniarski from Elder Law of Omaha will present

Legal Documents and More: Protecting Yourself and Your Family

Gain insight into the following topics:

  • Are your estate documents up to date with current law changes?
  • Do you need a will or trust? Or both?
  • Medicaid vs. Medicare?
  • Strategies for retirement planning

Wednesday, April 24, 2024, 6:00 pm - 7:00 pm
Cobalt Headquarters - 7148 Towne Center Parkway | Papillion, NE 68046

Limited seats available. Reserve yours by Monday, April 22, 2024. A complimentary light meal will be provided.

*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 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:Not insured by the NCUA

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.
Catherine Swiniarski is not affiliated with LPL Financial. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you discuss your specific situation with a qualified tax or legal advisor. 

Register to Attend