Your Local Educators

Retirement Experts

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.

Pam Otten

Asset Protector, Licensed Insurance Agent & Associate Estate Planner

“Every family deserves a plan they actually understand.”

Pam leads Retirement Fundamentals Nebraska's free community seminars across the Omaha area. As a licensed insurance agent and associate estate planner trained through the national Retirement Fundamentals coalition, she focuses on making wills, trusts, and retirement-income decisions feel approachable instead of overwhelming.

Her classroom-style sessions are built around one rule: education first, no selling allowed. Attendees leave with plain-English explanations, a checklist of next steps, and answers to the questions they were afraid to ask.

Call (531) 210-2693

Lori O'Keefe

Asset Protector, Associate Estate Planner & Licensed Insurance Agent

“Retirement should be the reward, not the riddle.”

Lori co-hosts our Nebraska workshops and specializes in helping pre-retirees organize the moving pieces of an estate plan — beneficiary designations, powers of attorney, and the documents families most often overlook.

Vetted and trained through the national Retirement Fundamentals coalition, she brings a patient, question-friendly style to every session and stays available for follow-up conversations long after the hour is up.

Call (531) 210-2693

Join Us

Come Say Hello at a Free Seminar

The best way to meet the team is in person — bring your questions and leave with answers.

See Upcoming Seminars