This is a reminder that Monday February 25, from 7-9 p.m. the Jewish Federation of Omaha and the JFO Foundation will co-host a Financial Literacy workshop, led by financial advisor Susan Wier. Location is the Sans Souci Room at Swanson Towers, 8405 Indian Hills Drive; light refreshments will be served. This event is open to the public.
Susan is an experienced financial advisor who has successfully built two financial service firms from the ground up. She is the co-owner and Executive Vice President of First American Trust LLC and assists high-net-worth individuals with insurance, financial, estate and investment planning. A Cerified Financial Planner. A Registered Financial Consultant and a chartered Financial Consultant, she holds series 7 and 63 Series Security Licenses. She is married to Dr. Charles E. Wier and they have five grown children, five grandchildren and three great-grandchildren.
Wier’s main lesson is “Don’t be an ostrich.” In her presentation, she will discuss a multitude of topics, including but not limited to asset allocation, diversification and mutual funds to types of tax deferred accounts, types of investment and investment risks . You do not need to show up with prior knowledge, so this is a great opportunity to get financial advice.
“Our target audience,” Margo Parsow said, “consists of community members over 50 who need advice in how to plan for the future. It can be overwhelming and attending this workshop can not only help you ask the right questions, but also help you find the exact answers you need. We are very excited to offer this experience to the community.”
This is the first in a series of workshops JFO and the Foundation will be co-hosting and there is absolutely no charge to attend and there will be no solicitations. To RSVP, contact Life and Legacy Coordinator Margo Parsow at email@example.com or 402.334.6432