Union Pacific Retirement Seminar
Hosted by Donna's Office Service and Professional Financial Advisors, LLC (PFA)
November 15, 2021
NebraskaLand Bank (main), 3rd Floor
Session 1: 11:00 AM (45-minutes)
Session 2: 5:00 PM (45-minutes)
Seating is limited. Call (308) 534-8210 to register today!
Donna Fair, with Donna's Office Service, and Marc Werkmeister, CFP® with Professional Financial Advisors, LLC are hosting a seminar for those considering railroad retirement.
Donna Fair, worked as a Manager for Union Pacific for 18-years. In 1994, Donna opened Donna's Office Service to assist Railroad workers through the retirement process. Donna conducts one-on-one interviews with retiree's and their spouses (if applicable) to review and explain all railroad benefits they are entitled to and assures all benefits are received.
Donna will present on the following topics:
- Retirement prerequisites based on craft
- Getting the retirement process started
- Important documents needed to retire
- Obtaining your Railroad Retirement Benefit amount
- Iron Road / United Healthcare
Marc Werkmeister is a Certified Financial Planner™. Marc has been a Financial Advisor for 15-years, joined PFA in 2010, and became Managing Partner in 2019. He has worked with Donna for the last 6-years, assisting Railroad employees with their 401(k), Tax Planning, and Retirement Planning needs.
Marc will present on the following topics:
- Options for your 401(k) at retirement
- Tax Planning around company stock
- Income Distribution Plans
- Retirement Planning
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