Do you know your HSAs from your ESAs and your IRAs from your 401(k)s? If your response is “IDK,” read up on how these types of accounts can benefit your savings goals, or make an appointment with one of our representatives to learn more.
Wealth Management Virtual Seminar
Legal Documents & More: Protecting Yourself & Your Family
Gain insight into the following topics:
Are your estate documents up to date with current law changes?
Do you need a will or trust? Or both?
Medicaid vs. Medicare?
Strategies for retirement planning
Wednesday, June 17th, 2020 from 6:00pm to 7:00pm
Please join us from your computer, tablet, or smartphone.
GoToMeeting hosted by Beverly Hobbs
Access Code: 166-257-165
Make your money earn its keep.
We want to make sure your investments are appropriate for your situation. Cobalt Wealth Management can help you with investment, insurance, retirement, estate and financial planning.
Want to learn more?
Contact LPL Financial Advisor Beverly Hobbs at 402.829.6345 or simply fill out the form below with a brief message of what you're interested in and click submit to receive a call back.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cobalt Credit Union and Cobalt Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NE, IA.
See how it all adds up.
Whether you’re saving for college, budgeting mortgage payments, or investing for retirement, our services will make planning easier.