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 |
|---|---|---|---|---|---|---|
| January 27 & February 3 | 6:30 PM | Retirement Planning Today | Council Bluffs, IA | Matt Green | IWCC | Sign Up |
| February 10 & February 17 | 6:30 PM | Retirement Planning Today | Omaha, NE | Matt Green | Thompson Alumni Center at UNO | Sign Up |
| February 11 & February 18 | 6:30 PM | Retirement Planning Today | Omaha, NE | Matt Green | Thompson Alumni Center | Sign Up |
| February 26 & March 5 | 6:30 PM | Retirement Planning Today | Bellevue, NE | Matt Green | Bellevue University | Sign Up |
| March 3 & March 10 | 6:30 PM | Retirement Planning Today | Bellevue, NE | Matt Green | Bellevue University | Sign Up |
Join experienced Trinity Financial team members as they offer fact-packed deep dives into a wide variety of financial and retirement topics.
| Date | Time | Topic | City, ST | Location | Instructor | RSVP Link |
|---|---|---|---|---|---|---|
| February 3 & 5 | 6:00 PM | Social Security & Taxes | Council Bluffs, IA | Council Bluffs Public Library | Scott Lautenbach | Sign Up |
| February 3 & 5 | 6:00 PM | Retirement Made Simple | Blair, NE | Blair Public Library | Ryan Shaughnessy | Sign Up |
| February 10 & 12 | 6:00 PM | Social Security & Taxes | Elkhorn, NE | Bess Johnson Elkhorn Branch - Omaha Public Library | Scott Lautenbach | Sign Up |
Workshops and Single-Day Events
Let's Get Started
Want to learn about an event?
Contact our team and someone will be happy to answer your questions.
