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 Seminar
Legal Documents and More: Protecting Yourself and Your Family
Join us to learn about
- Keeping your estate documents up to date with current law changes
- If you need a will or trust
- Medicaid vs. Medicare
- Strategies for retirement
MEET | LEARN | CONNECT
Wednesday August 4 at 6:00pm
Cobalt Credit Union at 7148 Towne Center Parkway | Papillion, NE
Refreshments will be provided.
Please RSVP by Monday August 2
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.