Two Day Educational Workshop at Elkhorn High School
Retirement Masterclass
Event Details:
Location: Elkhorn High School
Dates: Thursdays, Apr. 16 & 23 OR Tuesdays, Apr. 21 & 28
Time: 6:30 p.m. to 8:30 p.m.
Address: 1401 Veterans Dr.; Elkhorn, NE 68022
Protect your nest egg from new legislation, tax hikes, inflation, market volatility, and today's uncertain economy.
Planning for retirement can be daunting, but with the right guidance, you can navigate this journey with confidence. Our upcoming two-day-workshop is designed to equip you with essential strategies to ensure a secure and fulfilling retirement.
What we’ll cover:
Retirement Income Planning:
Diversify Income Sources: Combine Social Security, pensions, and personal savings to create a stable income stream.
Sequence Withdrawals Strategically: Plan the order of withdrawals from taxable, tax-deferred, and tax-free accounts to minimize taxes.
Exploring Guaranteed Income For Life Solutions: Explore solutions that could provide guaranteed income during retirement.
Social Security Maximization:
Delay Benefits: Postponing Social Security claims can result in higher monthly benefits.
Understand Tax Implications: Be aware of how Social Security benefits are taxed based on other income sources.
Coordinate with Spouse: Married couples should strategize benefit claims to maximize combined income.
Taxes & Retirement:
Leverage Roth Accounts: Utilize Roth IRAs for tax-free withdrawals during retirement.
Understand IRMAA (Income-Related Monthly Adjustment Amount): Higher retirement income can increase Medicare premiums—learn how to manage income levels to avoid unexpected costs.
Estate Planning:
Avoid Unnecessary Taxes for Your Heirs: Properly structure your assets to minimize estate and inheritance taxes, ensuring more of your wealth goes to your loved ones.
Use Tax-Efficient Inheritance Strategies: Consider strategies like Roth conversions, gifting during your lifetime, and setting up trusts to reduce the tax burden on your beneficiaries.
And much more!
This workshop is a comprehensive Retirement Workshop requiring a four-hour time commitment. A $29 tuition fee is required to attend. You will leave with the knowledge and confidence to make better financial decisions in all areas of your retirement.
Space is limited, so fill out the registration form here to reserve your seat today.
Event Registration
Seating is limited. Sign up today to guarantee your seat(s)!
Tuition for the Thursdays Apr. 16 & 23 event include a 2-night, 4-hour course designed to teach you the principles of retirement planning and course materials.
Tuition for the Tuesdays Apr. 21 & 28 event include a 2-night, 4-hour course designed to teach you the principles of retirement planning and course materials.
By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
How To Get To Elkhorn High School
About Your Presenter:
Matt Green
Principal Founder- Chief Executive Officer
Matt Green’s story is one of resilience, discipline, and a relentless commitment to helping others turn financial success into retirement significance.
His path to becoming a financial advisor started with enlisting in the United States Marine Corps, which gave him structure, discipline, and a mission-first mindset. This experience became the foundation for his work as a dedicated advisor guiding families for more than 25 years.
Relying on the steadiness and commitment he learned as a Marine, Matt built Trinity Financial Group around a simple but powerful belief: relationships are essential to life—therefore, make them last forever. For Matt, advising is not about chasing trends or selling products. It’s about creating an experience where people feel truly seen, heard, and safe. Clients often say they can’t quite put into words what happens when they sit down with him, but they leave feeling understood and confident about their future.
At the core of his practice is a disciplined, long-term investment philosophy: time in the market beats timing the market. Matt and his team emphasize re-balancing, cash availability, and income planning—helping clients face volatility without fear. Inspired by his “Mission Mindset,” he encourages clients to approach finances with discipline, teachability, and coachability.
But Matt’s vision goes beyond wealth accumulation. He helps people make the leap from success to significance—whether that means supporting a grandchild’s education, contributing to a cause, mentoring others, or creating lasting memories with family. He believes money should be used wisely, but also joyfully, reminding clients there is “a season for everything.”
Outside the office, Matt is a devoted husband to his wife of more than 25 years, Mindi. Together, they are proud parents of nine boys and grandparents to five. A country boy at heart, Matt thrives outdoors—whether it’s Baja racing, hunting, fishing, or simply enjoying time with family.
More than a financial advisor, Matt Green is a partner for life’s journey. With him, clients gain more than strategies for retirement; they gain a steady hand, a trusted friend, and a guide committed to helping them live with confidence, meaning, and significance.
Any Questions Regarding This Event Call:
(402) 502-1225
Frequently Asked Questions
Is there a cost to attend?
This workshop is a comprehensive Retirement Workshop requiring a two-day, four-hour time commitment. A $29 tuition fee is required to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration?
The Presenter is not affiliated with the Social Security administration or any other government agency
Your instructor is Matt Green, Trinity Financial Group. Advisory services offered through CreativeOne Wealth, LLC, an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Attend and learn how various financial products including annuities and life insurance can positively impact your retirement. This information has been provided by a Licensed Insurance Professional and is not sponsored or endorsed by any governmental agency. This is for informational and educational purposes only and should not be relied upon for accounting, legal, tax or investment advice. 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).
GET IN TOUCH
MAILING ADDRESS
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
PHONE NUMBER
Phone: (402) 502-1225
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This 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 consult a local Social Security Administration office, or visit www.ssa.gov.