Retirement Planning Today

An Educational Course for Adults–Ages 50-70

 

You and a guest are invited to join us in this two part educational course. Retirement Planning Today 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.

 By attending you will learn about the many ways to save for retirement as well as the advantages and disadvantages of each.  You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.  Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs that are important to today’s retirees.  Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

This course helps you develop a personalized retirement income plan.

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

  • Determine the amount of money you need to retire
  • Integrate your finances with your goals and values
  • Eliminate debt and improve cash flow
  • Use the new tax law changes to your advantage
  • Use 5 investment strategies to help minimize risks and maximize returns
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
  • Select the retirement plan distribution choice that is right for you
  • Transfer the risk of potential financial losses before or during retirement
  • How to ask the right questions when evaluation insurance coverage

Dates and times:

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

OR

Saturday Classes:
April 28th & May 5th
Time: 9:00AM- 12:00PM

Venue:Iowa Western Community College
Looft Hall
2700 College Rd
Council Bluffs, IA 51503

Advanced registration+fee 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.

trinity-financial-logo

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.

Iowa Western Community College
Looft Hall
2700 College Rd
Council Bluffs, IA 51503

 

When

Thursday April 19th & April 26th
6:30PM-9:30PM

OR

Saturday April 28th & May 5th
9:00AM-12:00PM

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