FORM CRS & ADV 2A
MEET WITH AN ADVISOR

Unlock your
financial future with
educational webinars

Join our educational webinars and gain insights from industry-leading financial professionals. Whether you're looking to optimize your 401(k), plan for retirement, or improve your overall financial health, our webinars offer actionable strategies tailored to your needs.

Retirement Planning Essentials
November 6, 2024 • 12:00pm ET
Retirement Planning Essentials
November 6, 2024
12:00pm ET
Register Now!

How It Works

01

Sign Up

Register for our webinars by filling out the form below.

02

Get Reminders

Receive email reminders leading up to the webinar to ensure you don't miss it.

03

Participate

Join the webinar, learn from experts, and participate in live Q&A sessions.

04

Take the Next Step

Post-webinar, schedule a one-on-one meeting with a financial advisor to apply what you've learned to your unique situation.

Why Attend Our Webinars?

Professional Guidance: Gain insights from seasoned financial professionals.
Personalized Advice: Receive tips tailored to your specific financial goals.
Interactive Q&A: Get your questions answered in real-time.
Exclusive Content: Access valuable materials and resources to support your financial journey.

Upcoming Live Webinar:

Date: November 6, 2024
Time: 12pm (ET)
Topic: Retirement Planning Essentials

Date:
November 6, 2024
Time:
12pm (ET)
Topic:
Retirement Planning Essentials

Meet Your Speakers:

Tom Elkins, AIF®
Senior Vice President of Wealth Management
Get to Know Tom

As a former math and science teacher, Tom enjoys providing education so those around him can make informed decisions towards their goals. Whether it is working with families, corporations or non-profits, Tom takes the time to determine his clients’ goals, build a long-term, step-by-step plan and work collaboratively with them towards these set goals.

Tom’s penchant for education doesn’t stop with his clients. He mentors both his team members and youth interested in the financial industry. Additionally, numerous companies and municipalities hire Tom and his team to provide educational workshops for their employees. Tom is also a member of the Association of Financial Educators and My Secure Advantage, a financial wellness platform.

Since Joining Trilogy in 2001, Tom has obtained numerous licenses and registrations, including the Series 6, 7, 24, 51 and 63 currently held with LPL Financial. He also holds the Series 65, held with Trilogy Capital, Inc., as well as Life and Health Licenses.

Secure Your Spot!

What You’ll Learn

Key strategies to maximize your 401(k) returns.
How to plan effectively for retirement.
Techniques to mitigate financial risks and enhance your portfolio.
what OUR clients are saying
“From retirement forecasting to investment strategies, Trilogy has been instrumental in helping me secure my financial future.”
Godfrey L.Empowered Client
“Trilogy’s support and concern have never wavered. They’ve answered my specific questions, walked me through "what if" scenarios, shown me projections of retirement savings, and helped me with my monthly spending habits.”
Mike M6 Year Client
“Trilogy’s team is incredibly knowledgeable and actually cares so that gives us tremendous peace of mind over our finances.”
Sandra O. 10+ Year Client
“Trilogy responds quickly and efficiently to questions and concerns. We value their input and believe we are on the right course to a stable and secure future in our retirement years. Would highly recommend their services."
Michael R.Empowered Client
“The team at Trilogy Financial not only understands the intricacies of wealth management but also takes the time to comprehend our unique goals and aspirations.”
Dan G.Empowered Client

Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.

© 2024 Trilogy Financial Services, Inc. All Rights Reserved.
Call Us To Get Started. (844) 356-4934

Services

Insights & Tools

About Us

Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.

© 2024 Trilogy Financial Services, Inc. All Rights Reserved.

Get Started on Your Financial Life Plan Today