Please join us for some light hors d’oeuvres, wine tasting, and good conversation with our team. Our Christmas Open House will be on Tuesday, December 4 at 4:00-6:00 pm at the Council Bluffs Public Library located at 400 Willow Avenue. We encourage you to invite a guest to come along with you as well to
Union Pacific has announced plans for layoffs before the end of the year. Watch my 45-second video to learn more. If you need help in making a decision about your retirement benefits, we can help. We’ve helped many U.P. employees over the years with their tax, investment, and financial planning. Give us a call
We can show you how to save money with your Medicare prescription drug plan. Our next client event will be held on September 27, and will feature George Gillespie as our special speaker. George is a counselor with the SHIIP (Senior Health Insurance Information Program) Office in Council Bluffs. Medicare’s annual open enrollment season is
