Charitable Distribution Seminar Starting at 10:30 a.m.

We will start off the morning by offering a Seminar on "Qualified Charitable Distribution from an IRA to purchase a life insurance policy for charitable purposes" which will be presented by the Lincoln Community Foundation before the luncheon starting at 10:30 AM. The presenters will be Paula Metcalf, Chip DeBuse, Tracy Edgerton and Scott Lawson from the Lincoln Community Foundation.

Please register for this seminar along with the Annual luncheon by e-mail to Marge Wiechert at [email protected] or calling 402-483-6848.  The seminar is free for all members and guests.

Annual Meeting, Scholarship Presentation & Luncheon

March 17th

Hillcrest Country club

Buffet Line opens at 11:30 AM

Program starts at 12:00 PM (Noon)

Speaker:  Joseph D. Kruse, CLU, ChFC, CFP, AEP, Kruse Financial, Dakota Dunes, SD 

Joe Kruse is the Owner, Founder and President of Kruse Financial Group. Joe brings 28 years of experience in the financial services business to his clients. As president of Kruse Financial Group, Joe and his team are committed to helping clients succeed in planning their goals across a broad range of financial planning and wealth management needs.

Specializing in working with business owners, executives and high net worth families, Joe brings particular specialization in Investment Management, Business Succession Planning, Estate Planning, Retirement Income Planning and Insurance Design.

Joe has earned numerous industry and company achievements. He is a life and qualifying member of The Million Dollar Round Table (MDRT)* and consistently a MDRT Top of the Table producer.

The seminar and luncheon are both free for NAIFA-Cornhusker members.

The seminar is free for all non-members.  The lunch cost (for anyone who is not a member of NAIFA-Cornhusker) is $20, payable at the door.

Please Register by Monday, March 13th by e-mail to Marge Wiechert at [email protected] or calling 402-483-6848.