Thanks for signing up for our upcoming Retirement Planning Today® workshop!
Offered through the:
You’ve successfully registered for our Retirement Planning Today® workshop. Thanks!
We will send you a confirmation and reminder email with your registration details. We will reach out to you prior to the workshop to confirm your registration and see if you have any questions or specific topics you would like to see covered. If you have any questions, please reach out to us at [email protected].
Event Venue: Papillion Landing Community Recreation Center
Venue Address: 1046 W Lincoln St Papillion, NE 68046
We will meet in the Chrysalis Event Center, Suite 3.
Things to Remember:
We know your schedule is busy, so here are some important things to keep in mind as the dates approach:
- The workshop meets once a week for two consecutive weeks.
- All material will be provided for your workshop, including books and writing utensils.
- After the workshop, attendees will have the opportunity to schedule a one-on-one strategy session with the presenter.
- Think about your current retirement income situation and how you’d like to see it improve. Bring questions!
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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 direct your clients to a local Social Security Administration office, or visit www.ssa.gov.