OUR EVENTS

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Our seminars focus on common financial concerns that individuals and families face in retirement, such as how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS

Unlock Powerful Retirement and Tax Planning Strategies to Help You Thrive in Our New Economy…

Register today for our Tax Traps: Minimizing Your Tax Risk Online Webinar Event!

When?

Tuesday, August 11th at 6:00 PM
Wednesday, August 12th at 6:00 PM
Thursday, August 13th at 6:00 PM

Our world has changed, and with it, the way we think about and plan for our retirement must change as well.  Don’t forget to include taxes when planning for retirement, because a customized tax strategy can help make a big difference in how much of your money you get to keep. There are “tax traps” to look out for, and without proper planning, your 401(k) and IRA accounts as well as your Social Security benefits could be drastically impacted by taxes. Now is the time to get clarity and confidence when it comes to your retirement and tax planning.

Our complimentary webinar, Tax Traps: Minimizing Your Tax Risk, will help teach you how to:

  • Minimize 401(k) and IRA Taxes, and how to best utilize a Roth 401(k)/IRA
  • Avoid rollover mistakes and hidden tax costs
  • Plan for “Tax Smart” Asset Allocation
  • Avoid the IRA Tax Trap and turn your IRA into an asset for your children
  • Create tax-free income from your qualified retirement accounts

Taxes could change the course of your retirement! Don’t let them wreak havoc on your income plan because taxes may be the biggest retirement risk you’re likely not considering.

Register today for our very special webinar, Tax Traps: Minimizing Your Tax Risk, available on August 11th at 6 PM, another on August 12th at 6 PM, and another on August 13th at 6 PM.

Register today for our Social Security 567 Event!

When? – Tuesday, August 18th, 6:30 PM – 7:30 PM

Where? – Lake Granbury Conference Center – Brazos Ballroom | 621 E Pearl St, Granbury, TX 76048

Join us for an educational seminar where we’ll focus on:

  • Changes to Social Security filing strategies
  • How to claim retroactive benefits as a lump sum
  • How married couples can help enhance their combined monthly and lifetime benefits
  • The effect of remarriage on survivor benefits for widowed and divorced spouses
  • How the “do over” and “start, stop, restart” strategies work
  • Five factors that could reduce the actual payments you receive

One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.

Join us at the Lake Granbury Conference Center for an informational Social Security Workshop and insurance sales presentation on August 18 from 6:30 PM – 7:30 PM or August 20 from 6:30 PM – 7:30 PM.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Social Security 567 Event!

When? –  Thursday, August 20th, 6:30 PM – 7:30 PM

Where? – Lake Granbury Conference Center – Brazos Ballroom | 621 E Pearl St, Granbury, TX 76048

Join us for an educational seminar where we’ll focus on:

  • Changes to Social Security filing strategies
  • How to claim retroactive benefits as a lump sum
  • How married couples can help enhance their combined monthly and lifetime benefits
  • The effect of remarriage on survivor benefits for widowed and divorced spouses
  • How the “do over” and “start, stop, restart” strategies work
  • Five factors that could reduce the actual payments you receive

One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.

Join us at the Lake Granbury Conference Center for an informational Social Security Workshop and insurance sales presentation on August 18 from 6:30 PM – 7:30 PM or August 20 from 6:30 PM – 7:30 PM.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Taxes in Retirement 567 Event!

When? –  Tuesday, August 25th, 6:30 PM – 7:30 PM

Where? – Conference Center at Miller Campus – Miller Free Enterprise Center, Building #3, Room #203 | 9750 S 300 W, Sandy, UT 84070

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at the Salt Lake Community College – Miller Campus covering Taxes In Retirement on August 25 from 6:30 PM – 7:30 PM or August 27 from 6:30 PM – 7:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Taxes in Retirement 567 Event!

When? –  Thursday, August 27th, 6:30 PM – 7:30 PM

Where? – Conference Center at Miller Campus – Miller Free Enterprise Center, Building #3, Room #203 | 9750 S 300 W, Sandy, UT 84070

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at the Salt Lake Community College – Miller Campus covering Taxes In Retirement on August 25 from 6:30 PM – 7:30 PM or August 27 from 6:30 PM – 7:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Taxes in Retirement 567 with a Complimentary Fine Dinner Event!

When? –  Tuesday, August 25th, beginning at 6:30 PM

Where? – Culpepper Steak House | 309 I-30 Frontage Rd, Rockwall, TX 75087

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at the Culpepper Steak House covering Taxes In Retirement on August 25 at 6:30 PM or August 27 at 6:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Taxes in Retirement 567 with a Complimentary Fine Dinner Event!

When? –  Thursday, August 27th, beginning at 6:30 PM

Where? – Culpepper Steak House | 309 I-30 Frontage Rd, Rockwall, TX 75087

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at the Culpepper Steak House covering Taxes In Retirement on August 25 at 6:30 PM or August 27 at 6:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Taxes in Retirement 567 with a Complimentary Fine Dinner Event!

When? – Tuesday, September 15th, beginning at 6:30 PM

Where? – Bonefish Grill | 190 E Stacy Rd Ste 100, Allen, TX 75002

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at Bonefish Grill covering Taxes In Retirement on September 15 at 6:30 PM or September 17 at 6:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

Register today for our Taxes in Retirement 567 with a Complimentary Fine Dinner Event!

When? – Thursday, September 17th, beginning at 6:30 PM

Where? – Bonefish Grill | 190 E Stacy Rd Ste 100, Allen, TX 75002

Attend this seminar and learn about:

  • Understand the official new tax reform rules and their impact on your retirement
  • Ways to potentially protect yourself against volatile market conditions
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.

Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.

Join us at Bonefish Grill covering Taxes In Retirement on September 15 at 6:30 PM or September 17 at 6:30 PM.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Space is limited, so sign up today! No Charge to Attend!

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.

Frequently Asked Questions

Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a “sales” pitch?
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Investment advisory services offered through Lake Point Wealth Management, LLC, an SEC Registered Investment Advisory firm. Insurance services offered through Lake Point Advisory Group, LLC.

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