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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
Click on an event for more information.

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

When? – Tuesday, September 22nd, 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

CLICK TO REGISTER

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 22 at 6:30 PM or September 24 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.
CLICK TO REGISTER

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 24th, 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

CLICK TO REGISTER

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 22 at 6:30 PM or September 24 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.

CLICK TO REGISTER

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 Steps to Survive a Layoff educational webinar!

When? – Tuesday, September 29th at 6:00 PM / Wednesday, September 30th at 6:00 PM

Where? – Online webinar event. An email with a link to view the webinar will be emailed to you 15 minutes prior to the start of the webinar.

Going through a layoff can be a stressful and emotional time. Add the stress of a global pandemic, and it can feel downright overwhelming. If you’ve been laid off or furloughed, you’re not alone. While the uncertainty can feel like you’ve suddenly been saddled with an enormous burden, you can take measures that could help reduce stress and get you back on course. And, if you’re close to retirement, you might even be able to say goodbye to the working world and enjoy an early retirement! Join us for our informative and educational webinar, Steps to Survive a Layoff.

If you or someone you know has been laid off close to retirement, this webinar may help you decide your next move.

CLICK TO REGISTER

Register today for our Steps to Survive a Layoff educational webinar!

When? – Tuesday, September 29th at 6:00 PM / Wednesday, September 30th at 6:00 PM

Where? – Online webinar event. An email with a link to view the webinar will be emailed to you 15 minutes prior to the start of the webinar.

Going through a layoff can be a stressful and emotional time. Add the stress of a global pandemic, and it can feel downright overwhelming. If you’ve been laid off or furloughed, you’re not alone. While the uncertainty can feel like you’ve suddenly been saddled with an enormous burden, you can take measures that could help reduce stress and get you back on course. And, if you’re close to retirement, you might even be able to say goodbye to the working world and enjoy an early retirement! Join us for our informative and educational webinar, Steps to Survive a Layoff.

If you or someone you know has been laid off close to retirement, this webinar may help you decide your next move.

CLICK TO REGISTER

Register today for our Social Security Optimization educational webinar!

When? – Tuesday, October 6th at 6:00 PM

Where? – Online webinar event. An email with a link to view the webinar will be emailed to you 15 minutes prior to the start of the webinar.

About 64 million Americans collected Social Security benefits in 2019, making it the largest single item in the annual federal government’s budget. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

Join us for a COMPLIMENTARY educational course that can be accessed from anywhere to learn more about:

  • How Does Social Security Fit Into Your Retirement Plan?
  • The Important Benefits of Social Security
  • What Will Your Social Security Benefits Be Based On?

CLICK TO REGISTER

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 Optimization educational webinar!

When? Wednesday, October 7th at 6:00 PM

Where? – Online webinar event. An email with a link to view the webinar will be emailed to you 15 minutes prior to the start of the webinar.

About 64 million Americans collected Social Security benefits in 2019, making it the largest single item in the annual federal government’s budget. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

Join us for a COMPLIMENTARY educational course that can be accessed from anywhere to learn more about:

  • How Does Social Security Fit Into Your Retirement Plan?
  • The Important Benefits of Social Security
  • What Will Your Social Security Benefits Be Based On?

CLICK TO REGISTER

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 Optimization educational webinar!

When? Thursday, October 8th at 6:00 PM

Where? – Online webinar event. An email with a link to view the webinar will be emailed to you 15 minutes prior to the start of the webinar.

About 64 million Americans collected Social Security benefits in 2019, making it the largest single item in the annual federal government’s budget. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

Join us for a COMPLIMENTARY educational course that can be accessed from anywhere to learn more about:

  • How Does Social Security Fit Into Your Retirement Plan?
  • The Important Benefits of Social Security
  • What Will Your Social Security Benefits Be Based On?

CLICK TO REGISTER

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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