Financial Planning Workshops

Your finances. Take control now!

Gaining control of your financial affairs can appear to be an enormous challenge. How does my health insurance work? How will the bills get paid if I'm laid up and can't work? What is the Plan 125 program and how will it really help me? Should I be investing in a Tax Sheltered Annuity now? How will I save enough money to help my kids get through college? Do I need a will now? How can I be sure I don't still have house payments when I'm ready to retire? What will my retirement plan provide? What can I expect from Social Security?

If you have asked any of these questions, now is the time to get started on the answers. This workshop is designed for employees who are more than ten years from retirement. You can reach your financial goals if you choose to get organized now and take control of your financial future.

We can help!

We can help you take control of your financial future with one of our four Financial Planning Workshops, designed especially for Omaha Public School employees.

You'll receive practical tips on establishing financial goals, cash flow management, fundamentals of investing, protecting your assets, strategies for reaching future goals such as college education for your children and paying for your home before you retire.

Explore these questions and more at a Financial Planning Workshop.

At each workshop we will provide a planning book, handouts, coffee, and refreshments.

Enrollment is limited at each workshop, so register early!

Who may attend?

If you are a regular full-time employee of the Omaha Public Schools who is less than 50 years of age you are invited to participate. If you attend during duty hours, you will need to use vacation time.

If you are married, encourage your spouse to enroll also. Financial planning should be a team affair.