Retirement Planning Events
If you have any family or friends who might be interested in attending one of our events, please refer them to us directly OR encourage them to attend an event!
| Date | Time (EST) | Topic | City, State | Location | RSVP |
|---|---|---|---|---|---|
| April 11 & 18, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Papillion, NE | Papillion Landing Community Recreation Center | Register Now |
| April 16 & 23, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Papillion, NE | Papillion Landing Community Recreation Center | Register Now |
| April 22 or 24, 2024 | 6:00 pm - 7:00 pm | Taxes in Retirement | La Vista, NE | La Vista Community Center/City Hall | Register Now |
| May 9 & 16, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Elkhorn, NE | Elkhorn High School | Register Now |
| May 14 & 21, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Elkhorn, NE | Elkhorn High School | Register Now |
Previous Seminars
| Date | Time (EST) | Topic | City, State | Location |
|---|---|---|---|---|
| February 13 & 20, 2024 | 9:30 am - 11:30 am | Rejuvenate Your Retirement | Omaha, NE | UNO Thompson Center |
| February 13 & 20, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Omaha, NE | UNO Thompson Center |
| February 22 & 29, 2024 | 9:30 am - 11:30 am | Rejuvenate Your Retirement | Omaha, NE | UNO Thompson Center |
| February 22 & 29, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Omaha, NE | UNO Thompson Center |
| March 5, 2024 | 6:00 pm - 7:00 pm | Social Security and Taxes | Fremont, NE | Keene Memorial Library |
| March 7, 2024 | 6:00 pm - 7:00 pm | Social Security and Taxes | Fremont, NE | Keene Memorial Library |
| March 7 & 14, 2024 | 9:30 am - 11:30 am | Rejuvenate Your Retirement | Council Bluffs, IA | Iowa Western Community College |
| March 7 & 14, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Council Bluffs, IA | Iowa Western Community College |
| March 12 & 19, 2024 | 9:30 am - 11:30 am | Rejuvenate Your Retirement | Council Bluffs, IA | Iowa Western Community College |
| March 12 & 19, 2024 | 6:30 pm - 8:30 pm | Retirement Planning Today | Council Bluffs, IA | Iowa Western Community College |
| March 19 or 21, 2024 | 6:00 pm - 7:00 pm | Social Security & Taxes in Retirement | Omaha, NE | Omaha Public Library – Millard Branch |
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¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
²https://www.ssa.gov/oact/quickcalc/earlyretire.html
³https://www.ssa.gov/benefits/retirement/planner/delayret.html
⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html
⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html
⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.