Attend An Event
Significance and meaning start with a live event.
Whether you’re still saving, currently in retirement, or searching for specific answers to key questions, our events deliver the guidance, support and community you need. Covering key retirement topics, you’ll walk away from our events with the confidence, clarity, and answers you deserve.
Upcoming Trinity Financial Group Events and Workshops
Retirement Planning Today®
Workshops and Single-Day Events
Retirement Planning Today®
Join Trinity Founder, Matt Green, for an in-depth look at the key components of building a significant retirement, including planning for taxes, understanding Social Security, estate planning, and adjusting your strategy as life changes.
2 Day Course. Total Course Fee: $49.00 Course Fee includes 2 course textbooks. Bring spouse or guest at no additional charge.
| Date | Time | Topic | City, ST | Presenter | Location | RSVP Link |
|---|---|---|---|---|---|---|
| October 20 & 27 | 6:30 PM | Retirement Planning Today | Council Bluffs, IA | Matt Green | IWCC | Register Here |
| October 22 & 29 | 6:30 PM | Retirement Planning Today | Council Bluffs, IA | Matt Green | IWCC | Register Here |
| November 10 | 6:00 PM | Social Security | Blair, NE | Ryan Shaughnessy | Blair Public Library & Technology Center | Coming Soon! |
| November 12 | 6:00 PM | Social Security | Blair, NE | Ryan Shaughnessy | Blair Public Library & Technology Center | Coming Soon! |
Join experienced Trinity Financial team members as they offer fact-packed deep dives into a wide variety of financial and retirement topics.
Workshops and Single-Day Events
| Date | Time | Topic | City, ST | Presenter | Location | RSVP Link |
|---|---|---|---|---|---|---|
| More events coming soon! |
Let's Get Started
Want to learn about an event?
Contact our team and someone will be happy to answer your questions.
