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Free estate planning workshop Jan. 9 at CCC-Columbus

December 15, 2018

Planning for the future can be challenging, but an upcoming workshop in Columbus is here to help.

The annual Estate Planning Workshop will be held from 10 a.m. to 3 p.m. on Jan. 9 at Central Community College-Columbus’ West Education Center in Room 205, 4500 63rd St.

The event is free for all to attend and will go over financial strategies for future planning, Eve Ortmeier, the Coordinator of Columbus Area Future Fund said. The workshop will talk about proper family communication for estate planning, estate planning basics, tax consequences of estate planning and establishing your legacy with estate planning.

“Lots of people want this information and they want to feel more secure about their future,” Ortmeier said. “It’s just a really nice thing we can offer this to the community to help them think about the future of their belongings and their homes.”

Jan Schmeits, of Schmeits, Mueller and Martinsen P.C., will be giving a presentation with Jordan Mueller on Estate and Income Tax Planning and General Investment Strategies. The talk will focus on recent changes to tax law and tips for investing.

“We try to remind people what might be coming down the pipe,” Schmeits, said.

For about seven years, Schmeits has been a presenter at the event. He said workshops like this are important because it’s an opportunity to give people financial advice. One tip he has for people is to make a simple will after getting married, because people never know when they’re going to need it.

Other event presentations include Allan Vyhnalek of Nebraska Extension, Tom and Jim Fehringer of Fehringer and Mielak, LLP, and Jim Gustafson of the Nebraska Community Foundation. Topics of discussion include charitable giving, property and family and business communication.

“They know their stuff, it’s incredible” Ortmeier said about the presenters.

To kick off the event, K.C. Belitz of the Columbus Area Chamber of Commerce will be presenting the introduction. First National Bank will be providing lunch for all event attendees. Other event sponsors include Central Community College, the Columbus area Future Fund, Nebraska Extension and the Nebraska Community Foundation.

Those interested in attending the workshop can register by contacting Ortmeier at 402-606-6783 or director@columbusareafuturefund.org.

“It’s cool that we can offer something with this much free information,” Ortmeier said. “People want to know this information, but they don’t know how to (find it).”

Eric Schucht is a reporter for The Columbus Telegram. Reach him via email at eric.schucht@lee.net.

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