For Nebraska Retirees and Pre-Retirees
The 3-Part Retirement Income Plan
For $1 Million+ Savers
How long will your savings last in retirement?
It’s a major shift. To go from SAVING to SPENDING… And trying to make your money last.
There are plenty of products that promise lifetime income. But are you willing to give up control and flexibility? Are the benefits worth the cost? And what alternatives do you have?
Join us for an educational workshop plus roundtable discussion.
The focus is how retirees can generate sustainable income, without annuities. You’ll learn how to plan for your retirement income, by answering a few important questions:
✅ Where will income come from?
✅ Can it adjust for inflation over time?
✅ How will it be taxed?
No cost. No obligation. Free educational presentation.
LINCOLN:
📅 Date: Tuesday, June 23rd
🕕 Time: 6:30pm
📍 Location: Of The Earth Floral
8320 Glynoaks Dr, Lincoln, NE 68516
OMAHA:
📅 Date: Monday, June 29th
🕕 Time: 6:30pm
📍 Location: Papillion Landing
1046 W Lincoln St, Papillion, NE 68046
Light refreshments will be provided.
Hosted by Asset Strategies.
⚠️
No matter how much you’ve saved,
it’s easy to wonder whether it’ll be enough!
You’ve done a great job saving! Just crossing the 7-figure threshold puts you ahead of 9 out of 10 other Americans. And yet, you probably know as well as anybody how important it is for your cash flow to stay ahead of your cost of living.
Many retirees today can look forward to 20 to 30 years of retirement — if not more. And even at just 3% inflation, the cost of living could more than double in that time.
This demands income with:
✅ Durability
✅ Flexibility
✅ Growth potential
Does your retirement income plan do that? Further, does it account for how to generate that income in a tax efficient manner?
Join us for this one-night educational event: The 3-Part Retirement Income Plan for $1 Million+ Savers. Learn what a sustainable retirement income plan could look like.
💡
Here’s what you’ll discover at this event.
✅ Why “fixed income” could spell trouble later in retirement.
✅ How to calculate your “income gap” — and why this is so important.
✅ The skyrocketing costs of a 30-year retirement — even at 3% inflation.
✅ One income source that grew 3X as fast as inflation from 1960 to 2025.
✅ Tax traps that hit retirees — and steps to avoid them.
PLUS:
➡️ 3 essential questions your retirement income plan must answer.
👥
Who should attend?
This may be a fit if:
✅ You’re retiring with $1 to $5 million.
✅ You’re within 5-7 years of retirement (or recently retired).
✅ You want to maintain control over your money in retirement.
✅ You’re not 100% confident in your current retirement income plan.
Why Asset Strategies?
2,000+ Clients in 48 States
Offices in Omaha & Lincoln, NE
Founded in 2002
We help clients:
- Secure Your Financial Foundation
- Invest Strategically
- Build A Clear Retirement Plan
- Plan to Minimize Taxes
- Protect Your Family & Legacy
🎫
Seating Is Limited
This is a live, in-person event with limited seating, hosted in a private meeting room.
We’ll start with a 30-minute, value-driven presentation. Followed by a 30-minute roundtable discussion, to address your questions directly.
We’re keeping it small to maximize the value you receive.
Once the room is full, registration closes.
👉 If you’re even thinking about retirement… This is worth attending.
🙋
RSVP Now
Reserve your seat today:
- No cost to attend
- No obligation
- Educational and informational
You can also RSVP:
- By Phone: (402) 242-6440
- By Email: [email protected]
This workshop is designed for members of the public who are not currently working with an Asset Strategies financial advisor.
Current clients are welcome to attend, though you may find the information covered to be redundant to what’s being covered in your regular reviews. You are also welcome to reach out to your advisor for a personalized conversation about how these strategies may apply to you.
This educational event presented by a licensed financial advisor with Asset Strategies. No products will be sold at the event, and no individualized financial advice may be provided.
At the conclusion of the event, if you’d like to discuss how any topics covered apply to you personally, you may schedule a no-cost, private visit with a financial advisor.
