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Maximizing Your Social Security Benefits & Surviving Market Volatility​

Strategies to Help Maximize Your Retirement Income

Your Event Date & Time:

- Bess Dodson Walt Branch Library on June 25 at 6:30 p.m.

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Thank you for registering for our upcoming event at Bess Dodson Walt Branch Library located at 6701 S 14th St, Lincoln, NE 68512. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– Bess Dodson Walt Branch Library on June 25 at 6:30 p.m.

Special Directions: This event will take place in Room 1. Please arrive 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

 

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at  [email protected]. at your earliest convenience so we can accommodate other guests accordingly.

 

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Dave Buchanan
Trinity Financial Group

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*This event is not sponsored by or affiliated with the Lincoln City Libraries System.

Investment advisory services offered through duly registered individuals on behalf [CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Trinity Financial Group are unaffiliated entities. Licensed Insurance Professional.

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.