Union College - Ortner Center | Lincoln, NE | April 2022

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
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Seating is limited. Register today!

WHAT IS THIS WORKSHOP?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

 

Location:

Held At Union College – Ortner Center
4880 Prescott Ave, Lincoln, NE 68506

*Ortner Center signage and parking lot are on the north side of Prescott. Enter the building on the east side thru the glass doors. Ring the doorbell if the doors are locked. You can view an interactive map of the campus here: https://bit.ly/3wKaLxm

Schedule:

This workshop meets once for a 90-minute session.
– Tuesday, April 12 from 6:30 PM – 8:00 PM
– Thursday, April 14 from 6:30 PM – 8:00 PM

Registration Fee: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance. 

About Your Presenter

Dave Buchanan

Trinity Financial Group

Dave Buchanan is a wealth advisor at Trinity Financial Group with more than two decades of experience. Dave provides comprehensive financial planning as well as investment management. He holds his Series 65 Securities License and is an Ed Slott Elite Advisor. Dave is also an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, and serves his community frequently with informational workshops on a variety of topics.

Dave served 6 years in the US Army as a communication specialist prior to graduating from the University of Nebraska with a bachelor’s in Business. After completing his education, he worked for Merrill Lynch until 2002 when he decided to go independent to better serve his clients.

Dave acts as a fiduciary and does what is in the best interests of his clients. His goal is to help inform and empower you to navigate today’s complex financial world. Dave understands that everyone’s situation is unique and has partnerships with estate planning and tax professionals to provide strategies for wealth accumulation and protection.

About Retire For L.I.F.E.

The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Common reasons retirees run out of money

Why Now?

  • There’s no better time to create strategies in which you can be confident
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

  • Actionable strategies for your retirement plan
  • In-session workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at Union College – Ortner Center in Lincoln, NE.

Registration Fee: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once for a 90-minute session. Couples may attend for a single cost.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

© 2022 Retire For L.I.F.E. – All Rights Reserved

This course is not affiliated with Union College.

Advisory Services Offered Through Change Path LLC an SEC Registered Investment Advisor. Trinity Financial Group and Change Path LLC are not affiliated.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. 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.