login
Use the form below to Log In. User ID and Password are case sensitive.

By accessing this system, you agree to be bound by all terms and conditions set forth in your current license agreement for this product.


User ID:
Password:
  
  


eXtensible Content Manager Copyright © 2013 Light Industries Service Corporation. All rights reserved.

print this page | forward to a friend

  



The Greater Omaha Community Financial Planning Day

The Omaha Financial Planning Day took place on October 13, 2012. More information about the event is available below.

We want to thank all of the attendees and volunteers who participated in the 2012 event.  We would also like to recognize and thank the following organizations for their support:

Bank of the West
KETV
KIOS
KVNO
KPTM
Metropolitan Community College
Wal Mart
Weitz Funds
WOWT

City of Omaha and the Financial Planning Association of Nebraska invite you to attend The Greater Omaha Community Financial Planning Day on Saturday, October 13, 2012 from 8:30 am to 12:30 pm at the Metropolitan Community College - Fort Omaha Campus, where you’ll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You'll be able to seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING
Buying a Home - Debt Management
Building a College Fund - Savings Goals
______________________________________
SPECIAL CIRCUMSTANCES
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
______________________________________
INVESTMENT PLANNING
Investment Strategies - Asset Accumulation
Generating Investment Income
______________________________________
RETIREMENT PLANNING
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
______________________________________		INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
______________________________________
ESTATE PLANNING
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
______________________________________
INSURANCE PLANNING
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
______________________________________
EMPLOYEE BENEFITS
Managing Health Insurance - Health Savings Accounts
Pension Benefits
______________________________________

In addition to personalized advice, The Greater Omaha Community Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.



 
8:30 am Registration opens and refreshments served 
9:00 am - 9:15 amMayor's Welcome and Keynote Address
9:20 am - 12:30 pmOne-on-one Consultations with Financial Planners
9:30 am - 10:20 amWorkshop Session 1
Taking Control: A Financial Planning Starter Kit
Managing Money in Hard Times
Budgeting 101
10:30 am - 11:20 am Workshop Session 2
Taking Control: A Financial Planning Starter Kit
Investing Basics
Financial Planning for a Home of Your Own
11:30 am - 12:20 pm Workshop Session 3
Real World Retirement Planning
Investing Basics
Planning for the Costs of Higher Education
12:30 pm Event concludes 



The Greater Omaha Community Financial Planning Day is a free event that provides people with an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

View footage from previous Financial Planning Days:

At the Financial Planning Day, each volunteer is seated at a table. Volunteers will meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with. Concurrent with one-on-one consultations, the event features a series of classroom-style presentations addressing key personal finance topics.

The Greater Omaha Community Financial Planning Day is a user-friendly event. Just show up with your questions and you'll be sure to leave with useful information. But a little preparation can go a long way to help you get the most out of your experience at the event. Here are a couple of tips to help you prepare:

  1. Make a list of questions you want answered. Learn more about financial planning topics and the questions you can address with financial planners at www.FinancialPlanningDays.org/topics.


  2. Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, visit www.FinancialPlanningDays.org/resources.

 

Online registration for the Greater Omaha Community Financial Planning Day is now closed.  You can still attend by simply registering onsite at the event.  Walk-in registration is free.


Information provided by financial planners at the Financial Planning Day is free and tailored to your needs. The volunteer financial planners are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

The objective of the Financial Planning Day is to help people experience first-hand how financial planning can improve their lives and bring the expertise of professional financial planners to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer financial planner will have access to the volunteer’s name and contact information in the information package provided at registration.





The Greater Omaha Community Financial Planning Day will be held at the Metropolitan Community College - Fort Omaha Campus.

Metropolitan Community College - Fort Omaha Campus
Swanson Conference Center
32nd & Sorenson Parkway
Omaha, Nebraska 68111






Free Parking:
Visitor parking is available in several lots around the ICA/Swanson Conference Center. Download the Campus Map for your options.


Bus:
Omaha Metro Bus Route 30 services the MCC - Fort Omaha campus. Visit Omaha Metro for more information.



Click here for Google Map Transportation Directions.



Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.

CFPFPAFFPUSCM