Omaha Public Library – Millard Branch
13214 Westwood Ln, Omaha, NE 68144
Dates & Times
– Wednesday, February 21 at 1:00 p.m.
– Tuesday, February 27 at 6:00 p.m.
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement account, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Matt Green is a Wealth Advisor at Trinity Financial Group. He started his career in financial services in 1998. Matt has trademarked the phrase “Relationships are essential to life, therefore make them last forever.” It’s a core belief of his that permeates through all he does.
Matt holds his Series 65 Securities License and is an Investment Advisor Representative. This allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to always do what is in the best interest of his clients.
Matt and his wife Mindi of over 20 years are the proud parents of nine boys and four grandchildren. Their hobbies include golfing, traveling, and chasing boys!
© 2024 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
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.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation 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. We are not affiliated with any government agency.