Plano, TX | Retire For L.I.F.E. Workshop | October 2021

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 the Haggard Library | Plano, TX | October 2021

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 the Haggard Library
2501 Coit Rd, Plano, TX 75075

This workshop meets twice over the course of the week.

– Tuesday, October 5 and Thursday, October 7 from 6:00 PM – 8:00 PM

Tuition: $39 $0*

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

About Your Presenter

John Schnorr

CEO and Founder of 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 22 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 the ethical duty 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 taught and advised thousands of retirees 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.

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 the Haggard Library in Plano, TX.

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

This workshop meets twice over the course of the week. Couples may attend for a single tuition cost.

Online Form - Plano, TX | Retire For L.I.F.E. Workshop | October 2021 | ARE-10731

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.

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.