WiM Nebraska | Financial Planning - Lunch & Learn

Join WiM Nebraska for

Financial Planning - Lunch & Learn

Date:
Wednesday, May 20, 2026

Time:
11:15 a.m. - 12:45 p.m. CT

Location:
In person:
Lutz
13616 California Street Suite 300
Omaha, NE 68154

OR

Join us virtually!
*Please register indicating if you will be in person or virtual to get a proper head count*

Cost to Attend:
FREE

Join us for an inspiring lunch session designed for those who want to take control of their financial future. We'll explore tax-smart retirement options, strategies for building lasting wealth, and how to create a legacy that reflects what matters most to you.

Understanding Tax-Advantaged Retirement Options
o Common employer-sponsored and individual retirement accounts
o Why tax treatment matters over time
o General considerations when choosing or prioritizing options

Strategies for Building Long-Term Wealth
o Foundational habits that support long-term success
o Understanding cash flow
o Emergency savings as a financial stabilizer
o The role of consistency and time
o Balancing growth, risk, and life changes

Planning a Meaningful Legacy
o What “legacy” means beyond wealth
o Beneficiary designations and basic estate considerations
o Aligning financial decisions with personal values and goals

About Lutz

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success. Lutz delivers expert solutions across Accounting, Financial, M&A, Talent, and Technology.

We can't wait to see you there!