Held at Collin College - Frisco Preston Ridge Campus | Frisco, TX | February 2024

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



Held At Collin College – Frisco Preston Ridge Campus
9700 Wade Boulevard, Frisco, TX 75035

*This event will take place in Building J, Classroom J106

We ask kindly that you arrive 15 minutes early to allow time to park, check-in and be seated.


This seminar meets once for a 1hr and 15min session.

Tuesday, February 13th from 6:30 PM – 7:45 PM
Thursday, February 15th from 6:30 PM – 7:45 PM

About Your Presenter

John Schnorr

TX License #: 2035513

CEO and Founder of United Safeguard Financial Group

John Schnorr is a member of the Society for Financial Awareness and has been providing financial informational workshops to the public for over 20 years.  He is the CEO and founder of United Safeguard Financial Group. John is a Financial Planner and Fiduciary Investment Advisor Representative with over 24 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 fulfill his role as a fiduciary to his clients and always recommend the most appropriate retirement strategies 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. He also holds his life, health, and long-term care insurance licenses. 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 presentation 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 Presentation at Collin College – Frisco Preston Ridge Campus in Frisco, TX.

This seminar meets once for a 1hr and 15min session.

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

© 2024 Retire For L.I.F.E. – All Rights Reserved

TX License #: 2035513

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.