Baby Boomer Retirement Course
For the baby boomers, there’s been a shift in retirement income planning when compared to previous generation. This course is a comprehensive personal finance course 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 strategy.
Bellevue University West Omaha Campus
Lozier Professional Center
2810 N. 118th Street
Omaha, NE 68164
This course meets once a week for two consecutive weeks.
Tuesdays, Mar. 13 and Mar. 20, 6:30 P.M. – 9:00 P.M.
Saturdays, Mar. 17 and Mar. 24, 9:00 A.M. – 11:30 A.M.
• Tuition $49 (includes all course materials and fees)
**$10 discount if registered on or before 3 days prior to beginning of class**
• Couples may attend for a single tuition cost
• Fill out form
• Select dates on form
• Click on the “Reserve Your Spot” button to register for chosen date
• Follow the PayPal instructions
Your Course Presenter
With almost 20 years of experience in the financial services industry, Matt has successfully passed the Series 65 Uniform Investment Advisor Law Exam and is an Investment Advisor Representative with Change Path, LLC an Investment Advisor.
Matt has dedicated his efforts and the resources of Trinity Financial Group to developing relationships and helping his clients and members of the community move with confidence into the future.
About Simplify Your Retirement
Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.
Respond and learn how various financial products including life insurance and annuities can positively impact your retirement.
Licensed Insurance Professional.
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.