Timely & Informative Event at Bennington Public Library
Retirement Made Simple: Navigating Taxes, Social Security & Your Financial Junk Drawer
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
This event is not sponsored by or affiliated with the Bennington Public Library.
Event Details
Bennington Public Library
11401 N 156th St, Bennington, NE 68007
Event Options:
– Monday, November 3 at 6:00 p.m. – Thursday, November 6 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with the Bennington Public Library.
Preparing for retirement has never seemed so challenging. Join us for an enlightening presentation at the Bennington Public Library. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
- The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.
- What to do about your financial junk drawer.
- What’s new and changing for Social Security and taxes.
- The changing financial landscape for those approaching retirement.
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits and minimize taxes? Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Ryan Shaughnessy, CFP®, LUTCF® | Director of Planning, Trinity Financial Group
Ryan Shaughnessy is the Director of Planning at Trinity Financial Group. He’s passionate about connecting with people, learning their unique stories, and helping them navigate the path toward their financial and retirement goals.
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Life Underwriter Training Council Fellow (LUTCF®) designation. Outside the office, Ryan enjoys spending time with his wife, Michelle, and their four children—Grace, Joss, Jace, and Sage—whether they’re playing in the backyard or swimming in any body of water they can find.
He serves as a Director for CCC Upward Sports, where he volunteers, as well coach his kids in soccer and football. Ryan loves cheering on his girls when they’re on the dance stage—and he’ll admit, he occasionally needs a tissue when he sees their love and passion shine through.
© 2025 Your Retirement Reality | Privacy Policy
The Best of Omaha Financial Planning firm is designated by Omaha Magazine, awarded in 2025. The Best of Omaha Financial Planning firm is chosen by public votes. Trinity Financial Group does not pay a fee to receive the award. Working with a Financial Planner recipient is no guarantee as to future investment success, nor is there any guarantee that the selected financial planning firms will be awarded this accomplishment in the future.
Advisory Services offered through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Your Retirement Reality, Trinity Financial Group, and CreativeOne Wealth, LLC are not affiliated.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.