Attend An Event
Significance and meaning start with a live event.
Whether you’re still saving, currently in retirement, or searching for specific answers to key questions, our events deliver the guidance, support and community you need. Covering key retirement topics, you’ll walk away from our events with the confidence, clarity, and answers you deserve.
Upcoming Trinity Financial Group Events and Workshops
Retirement Planning Today®
Workshops and Single-Day Events
Retirement Planning Today®
Join Trinity Founder, Matt Green, for an in-depth look at the key components of building a significant retirement, including planning for taxes, understanding Social Security, estate planning, and adjusting your strategy as life changes.
2 Day Course. Total Course Fee: $49.00 Course Fee includes 2 course textbooks. Bring spouse or guest at no additional charge.
| Date | Time | Topic | City, ST | Presenter | Location | RSVP Link |
|---|---|---|---|---|---|---|
| February 26 & March 5 | 6:30 PM | Retirement Planning Today | Bellevue, NE | Matt Green | Bellevue University | Sign Up |
| March 3 & March 10 | 6:30 PM | Retirement Planning Today | Bellevue, NE | Matt Green | Bellevue University | Sign Up |
| April 16 & April 23 | 6:30 PM | Retirement Planning Today | Elkhorn, NE | Matt Green | Elkhorn High School | Sign Up |
| April 21 & April 28 | 6:30 PM | Retirement Planning Today | Elkhorn, NE | Matt Green | Elkhorn High School | Sign Up |
Join experienced Trinity Financial team members as they offer fact-packed deep dives into a wide variety of financial and retirement topics.
| Date | Time | Topic | City, ST | Presenter | Location | RSVP Link |
|---|---|---|---|---|---|---|
| March 3 & March 5 | 6:00 PM | Social Security & Taxes | Omaha, NE | Scott Lautenbach | Willa Cather Branch Omaha Public Library | Sign Up |
| March 10 & 12 | 6:00 PM | Retirement Made Simple: Navigating Taxes, Social Security & Your Financial Junk Drawer | Waterloo, NE | Ryan Shaughnessy | Agnes Robinson Waterloo Public Library | Sign Up |
Workshops and Single-Day Events
Let's Get Started
Want to learn about an event?
Contact our team and someone will be happy to answer your questions.
