Frisco, TX | Retire For L.I.F.E. Workshop | July 2022 ARE-12290

ABOUT | PRESENTER | AGENDA | VENUE

Held at Collin College - Frisco Preston Ridge Campus | Frisco, TX

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
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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 Collin College – Frisco Preston Ridge Campus
9700 Wade Blvd., Building J, Frisco, TX 75035

*This event will be held in Building J in Room 105.

This workshop meets once for a 1.5 hour session.

– Tuesday, July 19 from 6:00 PM – 7:30 PM

– Thursday, July 21 from 6:00 PM – 7:30 PM

Registration Fee: $39 $0*

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

About Your Presenter

John Schnorr

President & Founder | United Safeguard Financial Group

John Schnorr is the CEO and founder of United Safeguard Financial Group. He is a Financial Planner and Fiduciary Investment Advisor Representative with over 25 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.

John established his own firm built on the philosophy of always giving advice that is in the best interest of his clients. He structured United Safeguard Financial Group as an independent financial consulting firm which allows for suitable and appropriate recommendations for the client. This structure allows John to act as a Fiduciary to his clients and always recommend the most appropriate investments for them.

John specializes working with clients who are nearing or who are already in retirement and he has a deep understanding of the economy and the dilemmas they specifically face. He has advised thousands of retirees on strategies to help grow their retirement assets without taking unnecessary risks.

He has previously held the Series 6, 63, & 26 licenses and currently holds the Series 65 as well as his life, health, and long-term care insurance licenses. John is also is a Certified Financial Educator (CFEd®️). The CFE Certified Financial Educator®️ or CFEd®️, is a FINRA recognized designation that is registered and offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious and one of a kind designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as Experience in the area of teaching or instructing adult learners.

In addition, United Safeguard Financial Group works with a network of CPAs and Estate Planning Attorneys for tax and estate planning needs.

Sponsored By:

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
How to create a customized retirement income & tax minimization strategy

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 Collin College – Frisco Preston Ridge Campus in Frisco, TX.

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

This workshop meets once for a 1.5 hour session. Couples may attend for a single cost.

Online Form - Frisco, TX | Retire For L.I.F.E. Workshop | July 2022 ARE-12290

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

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and United Safeguard Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Not affiliated with or endorsed by the Social Security Administration or any other government agency.

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.