Retirement Planning Today

*An Educational Course for Adults – Ages 50-70

You and a guest are invited to join Matt Green, of Trinity Financial Group, who will present an informational workshop covering relevant and challenging financial topics Americans may face today.

This Retirement Planning Today course contains something for everyone.  We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies.  This course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life.

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially stable retirement.

By attending,  here are just a few things you will learn:

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debit and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Dates and times:

Thursday Classes:
October 19th & October 26th
Time: 6:30 PM-9:30 PM

OR

Saturday Classes:
October 28th & November 4th
Time: 9:00 AM- 12:00 PM

Venue: Bellevue University in the R. Joe Dennis Learning Center

Reservations are required and seating is limited, so RSVP today!
Call our registration line at 402-216-0708 and let us know which workshop you would like to attend!

Advisory Services Offered Through Change Path LLC an SEC Registered Investment Advisor.
Trinity Financial Group and Change Path LLC are not affiliated.

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Trinity Financial Group specializes in Financial Planning, Insurance Planning and Advanced Markets. We work with highly regarded, well recognized Estate Planning Attorneys and Certified Financial Planners to help our clients achieve their goals.  We are also contracted with several of the highest rated insurance companies in the industry. These companies lead the industry in product innovation allowing us to meet the needs of our clients. Trinity Financial Group is an A+ Honor Roll member with the Better Business Bureau of Nebraska as well as a member of NAFA (National Association for Fixed Annuities). Trinity Financial Group is dedicated to helping clients protect and preserve their assets. We work diligently for our clients to help make sure their needs are being met. This allows us to obtain new clients through referrals. We regard this as one of the highest compliments our clients can give us. We will continue to do what we have always achieved, to provide our clients with an exceptional level of service. We are committed to working with you to accomplish your goals.

Bellevue University
R. Joe Dennis Learning Center

1000 Galvin Road South
Bellevue, NE 68005

When

Thursdays
October 19th & October 26th from 6:30 PM- 9:30 PM
OR
Saturdays October 28th & November 4th from 9:00 AM- 12 PM

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