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 101

Workshops and Single-Day Events

Retirement Planning 101

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.

Date	Time	Topic	City, ST	Location	RSVP Link
July 15th & 22nd	6:30 PM	Retirement Planning	Council Bluffs, IA	Iowa Western Community College	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	RSVP Link
July 15th & 22nd	6:30 PM	Retirement Planning	Council Bluffs, IA	Iowa Western Community College	Sign Up

Workshops and Single-Day Events

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Want to learn about an event?

Contact our team and someone will be happy to answer your questions.

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trinityne@creativeonewealth.com

Omaha

13520 California Street, Suite 200

Omaha, NE 68154

Directions

Lincoln

8700 Executive Woods Drive Suite 200

Lincoln, NE 68512

Directions

ehendren@creativeonewealth.com

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Investment Advisory Services Offered Through CreativeOne Wealth, LLC a Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). ARE-18409 | 24284 | 07/2025