Held at Papillion Landing Community Recreation Center
JOIN US FOR A RETIREMENT WORKSHOP
Offered through the:
Retirement Planning Today®
Strategies to Maximize Your Income, Minimize Your Tax Burden & Survive Market Volatility in Retirement
- Mondays, May 8 & May 15 from 6:30 p.m. to 8:30 p.m.
Seating is limited. Register today!
Introducing Retirement Planning Today®
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, preserve your assets or maintain your lifestyle throughout retirement, this course helps you plan your future with confidence.
By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover ways to save money on taxes, manage investment risks and preserve your assets from potential long-term health care expenses. Above all, this course shows you ways to assess your financial situation and develop a personalized plan to help achieve your retirement goals.
Learn ways to:
- Determine the amount of money you need to retire
- Understand how inflation can impact your retirement planning decisions
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Who Should Attend
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. The course is designed to teach you ways to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime
Event details
Held at Papillion Landing Community Recreation Center
1046 W Lincoln St
Papillion, NE 68046
SCHEDULE
– Mondays, May 8 & May 15 from 6:30 p.m. to 8:30 p.m.
*The workshop meets once a week for two consecutive weeks. Registrants will receive one complimentary workbook per household.
On-location workshop sizes and seating are limited, so register today!
About Your Presenter
Matt Green
Principal Founder of Trinity Financial Group
Matt Green is a Wealth Advisor at Trinity Financial Group. He started his career in financial services in 1998. Matt has trademarked the phrase “Relationships are essential to life, therefore make them last forever.” It’s a core belief of his that permeates through all he does.
Matt holds his Series 65 Securities License and is an Investment Advisor Representative. This allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to always do what is in the best interest of his clients.
Matt and his wife Mindi of over 20 years are the proud parents of nine boys and four grandchildren. Their hobbies include golfing, traveling, and chasing boys!
Workshop Outline
Life Planning for Retirement
- Traditional vs new retirement
- New retirement opportunities
- Values and objectives in nine areas of life
- The retirement planning process
Retirement Needs & Expenses
Early retirement trends
How long must your money last?
Inflation, prices and purchasing power
Retirement expectations
How much will you need to retire?
Can you retire today?
Retirement Roadblocks & Mistakes
Ten retirement planning mistakes
Financial and cash-flow statements
- Credit and debt
- Taxes and marginal tax rates
- Eleven strategies to save money on taxes
- Taxable investments
- Capital gains income tax exclusion
- Investments with tax advantages
Retirement Income Sources
Traditional IRAs
Roth IRAs
IRA to Roth IRA conversions
Other retirement income sources
Social Security eligibility and benefits
Employment income and Social Security
Employer-sponsored defined benefit plans
Employer-sponsored defined contributions plans
Retirement Plan Distributions
- Retiring or changing jobs?
- Defined benefit and contribution plans
- Three important considerations
- Lump sum vs IRA transfer vs annuity payments
- Rollovers, direct rollovers and transfers
- Annuity income and choices
- Early retirement considerations
- Minimum required distributions
Investments
Considerations before you invest
Cash accounts
Stocks and bonds
Mutual funds
Exchange traded funds
Unit investment trusts
Individually managed accounts
Tax-deferred annuities
Investment risk management strategies
Risk Management & Asset Protection
Disability income insurance
- Health insurance and Medicare
- Long-term care and insurance
- Comparing life insurance
Estate Planning
Planning for incapacity
Taxes
Shortfalls of will-only estate plans
Probate
Gifting assets
Joint ownership of property
Direct transfer assets
Types and benefits of trusts
Enroll Now
Select your dates and register below for our upcoming Retirement Planning Today® at Papillion Landing Community Recreation Center in Papillion, NE.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
© 2023 Your Retirement Reality – All Rights Reserved | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
At the end of the workshop, you will be provided an opportunity to visit with us one on one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of financial products. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment 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 refer to your local SSA office, or visit www.ssa.gov. These concepts were derived under current laws and regulations. Changes in the law or regulations may affect the information provided. This information is not intended to be used – and cannot be used – to avoid penalties under the Internal Revenue Code.