Events

Upcoming Events

We're always looking for more opportunities to appreciate our clients for their relationship with us, or educate prospective clients. If you have an event you'd like to see us attend, or a topic to be presented for a webinar, please reach out! See below for a list of upcoming events:

Webinar - Tips for First Time Home Buyers

This will be an online webinar intended for people looking to become a first time home buyer. This will give them advice from trusted mortgage lender partners and realtor partners.

Date: TBD January 2026

Webinar - Small Business Retirement Options

This will be an online webinar intended for small business owners examining their retirement plan options. Join us and partner Chad Mihm to learn about your different options and how they may or may not fit your needs.

Date: TBD February 2026

Past Events

Sunday, December 14th 2025: Santa Claus Meet & Greet at The Venue - Elkhorn, NE

Wednesday, November 19th 2025: Financial Planning Happy Hour at Blackstone Corkscrew - Omaha, NE

Saturday, November 8th 2025: Booth at the Nebraska Academy of Family Physicians Fall Conference - Nebraska City, NE

Friday, April 25th 2025: Financial Planning Happy Hour at Blackstone Corkscrew - Omaha, NE