Timely Event at Collin College - Preston Ridge Frisco Campus in Frisco, TX
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
Collin College – Preston Ridge Frisco Campus
9700 Wade Boulevard, Frisco, TX 75035
Event Options:
– Tuesday, April 8 at 6:30 p.m. – Thursday, April 10 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at Collin College – Preston Ridge Frisco Campus while we discuss the following important topics for those in or nearing retirement:
- How tariffs could affect your retirement accounts.
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps you can take to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
- Social Security timing and claiming strategies to help maximize your benefits.
- Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may derail your retirement and how you may be able to avoid them.
- And MUCH more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
John Schnorr, 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 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 an independent advisor 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.
© 2025 Your Retirement Reality | Privacy Policy
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.
United Safeguard Financial Group, Brookstone Capital Management, LLC (BCM), and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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 consult a local Social Security Administration office, or visit www.ssa.gov.