Simplify Your RetirementBaby Boomer Retirement Course
This 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.
Click Here to Register
Course Location & Schedule
Lozier Professional Center, Room 930
2810 N 118th St.
Omaha, NE 68164
This course meets once a week for two consecutive weeks.
Saturdays, Aug 4 and Aug 11, 9:00 AM - 12:00 PM
Tuesdays, Aug 7 and Aug 14, 6:30 PM - 9:30 PM
(includes all course materials and fess)
**$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 the “Reserve Your Spot” button to register
- Follow the PayPal instructions
About Your Course Instructor
With almost 20 years of experience in the financial services industry, Matt Green 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.