Simplify Your RetirementBaby Boomer Retirement Course

Omaha, NE

Simplify Your Retirement provides comprehensive personal finance information 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.
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Course Location & Schedule

New workshops are being setup, please check back soon.

Registration

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 the “Reserve Your Spot” button to register
  • Follow the PayPal instructions
Questions? Call your course instructor at (877) 331-1217.
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About Your Workshop Instructor

Matt Green Omaha, NE (Green)

Matt Green

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 retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Licensed Insurance Professional.