Dallas, TX | Retire For L.I.F.E. Workshop | March 2022

COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

ABOUT | PRESENTER | AGENDA | VENUE

Held at Dallas College - Richland Campus | Dallas, TX | March 2022

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
Registration Closes In:

Days

Hours

Minutes

Seconds

Seating is limited. Register today!

WHAT IS THIS WORKSHOP?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop 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 income strategy.

Location:

Held At Dallas College – Richland Campus
12800 Abrams Road, Dallas, TX 75243

*The workshop will be held in Wichita Hall WH Room 145.

You can view a map of the campus here: https://bit.ly/3Ke9baq

This workshop meets once a week for two consecutive weeks.
– Tuesdays, March 15 and March 22, 6:30 PM – 8:30 PM
– Wednesdays, March 16 and March 23, 6:30 PM – 8:30 PM

Registration Fee: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance.

About Your Presenter

William Scott

Scott & Associates of Texas, Inc.

William T. Scott has served as a financial planner since 1983. Throughout his career, he has provided valuable financial services to hundreds of families and individuals. Bill’s genuine concern for his client’s financial well-being enables him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships.

Bill is a native Texan currently living in Garland, Texas. He has spent more than 38 years as a financial counselor, advising hundreds of individuals and families. He has been married to his high school sweetheart, Mary, since 1982. The greatest treasures in his life are his three children: Lauren, Sarita and Jacob.

About Retire For L.I.F.E.

The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

People between the ages of 50 and 70
Those concerned with their finances and wanting to prepare for market volatility
Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

Options on when to take Social Security
How to define your core priorities
How to develop reliable retirement income
Common reasons retirees run out of money

Why Now?

There’s no better time to create strategies in which you can be confident
Global market volatility necessitates action
The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

Actionable strategies for your retirement plan
In-session workbook to follow
A retirement income planning publication
A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at Dallas College – Richland Campus in Dallas, TX.

Registration Fee: ~~$39~~ $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once a week for two consecutive weeks. Couples may attend for a single cost.

Online Form - Dallas, TX | Retire For L.I.F.E. Workshop | March 2022 | ARE-11662

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Class content is educational and should not be considered a recommendation to invest by any class attendee. Class participants will not be solicited to invest with Scott and Associates of Texas, Inc.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The 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 direct your clients to a local Social Security Administration office, or visit www.ssa.gov.