Workshops Available

The following are workshop presentation topics that Vintage Financial Group specializes in.

Feel free to contact us to schedule a free workshop presentation for your business or organization by calling (402) 932-7233 or emailing melissa@vintagefinancialgroup.com.

Financial Strategies:

  • Asset Allocation Strategies
  • Budgeting
  • Retirement Planning Strategies
  • Wealth Accumulation¬†Strategies
  • Financial Management for Women
  • College Investment Planning
  • Financial Management for People of Faith
  • Pension Plans, 457 Plans, Thrift Plans, 401(k) Plans
  • Women & Investing


Health Care:

  • Long Term Care
  • Home Health Care


Estate Planning:

  • New IRA Opportunities
  • Wills & Revocable Living Trusts
  • Powers of Attorney
  • Business Planning Strategies
  • Charitable Giving Techniques
  • Personal Estate Planning


Tax-efficient Strategies:

  • Tax Sheltered Annuities
  • The Taxpayer Relief Act of 1997
  • Relocation Tax Consequences
  • Stock Options & Tax Consequences