Free Retirement Education for Nebraskans

Retire on Your Terms, Right Here in Nebraska

We're local retirement educators in the Omaha area offering free, classroom-style seminars — no sales pitches, no pressure, just clear answers to the questions every pre-retiree is asking.

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A retired couple relaxing by a Nebraska lake at sunset

Explore the Fundamentals

What Do You Want to Understand Better?

Retirement IncomeLearn how to turn a lifetime of savings into a paycheck that lasts as long as you do.Learn More →Life InsuranceUnderstand how different policy types work, what cash value really means, and where coverage fits in a retirement plan.Learn More →Health Coverage & MedicareMake sense of Medicare's parts, enrollment windows, and the choices that shape your healthcare costs in retirement.Learn More →Social Security & PensionsExplore how claiming age, spousal rules, and pension choices can change the income you receive for life.Learn More →Estate Planning & TrustsSee how wills, trusts, and beneficiary designations work together to protect your family and your wishes.Learn More →Long-Term CareGet familiar with what extended care actually costs, who pays for it, and the planning options families often overlook.Learn More →Investing & Your 401(k)Review the basics of managing workplace retirement accounts, rollovers, and risk as you approach retirement.Learn More →Tax-Aware SavingDiscover how taxes can follow your savings into retirement and the concepts behind keeping more of what you've earned.Learn More →

Community Seminars

Free Classes in the Omaha Area

We host free, classroom-style seminars at libraries and community venues around the Omaha metro. Each session runs an hour or less, sticks to plain-English education, and follows one firm rule: nothing is sold, ever.

No Seminar on the Calendar Just Yet

We're between sessions at the moment, but new dates are added regularly. Check back soon, browse the free tools in the meantime, or give us a call — we're happy to let you know when the next class near you is scheduled.

Call Us About Upcoming Classes

Your Local Educators

Nebraska Neighbors, Nationally Trained

Our Omaha-based team is made up of licensed retirement-education professionals who live and work in the communities they serve. Each educator is trained and vetted through the national Retirement Fundamentals coalition, so the material you hear locally reflects standards set well beyond any one office. Their job in the classroom is simple: explain things clearly and let you draw your own conclusions.

Meet the Team

Pam Otten

Lori O'Keefe

Free Tools

Explore Calculators and Resources at Your Own Pace

The national Retirement Fundamentals site offers a library of free tools — income calculators, coverage checkups, tax estimators, and more — that you can use anytime, no appointment needed. The links below live on the official national site and will open in a new tab so you can explore without losing your place here.

Common Questions

FAQ

We're the Nebraska affiliate of Retirement Fundamentals, a national coalition dedicated to retirement education. Our local team of licensed professionals brings the coalition's classroom curriculum to libraries and community venues across the Omaha area, free of charge.

No. Every class we offer is completely free. There's no admission charge, no materials fee, and no obligation of any kind — you're welcome to attend, learn, and leave with your questions answered.

Each session is designed to fit comfortably into your day: about an hour or less, taught classroom-style. You'll sit in on a focused lesson, have a chance to ask questions, and be on your way.

No — and that's by design. Our seminars follow a strict no-selling policy. Presenters are there to teach, not to pitch products, and nothing is offered for sale before, during, or after a class.

When a seminar is scheduled, you'll find the date, location, and a simple sign-up right here on this site. If nothing is currently listed, check back soon or give us a call and we'll happily reserve your seat for the next session.

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Stay in the Loop

Join our email list for seminar announcements, plain-spoken retirement insights, and reminders about dates that matter — like Medicare enrollment windows. No spam, and you can unsubscribe anytime.

View Seminars Call (531) 210-2693

Got questions?

Call +1 (531) 210-2693