UNT Inspire Park

This event is not sponsored, endorsed or affiliated with the University of North Texas. If you have any questions, please call 844-567-7760.
Event Center
6170 Research Rd, Frisco, TX 75033

Seating is limited, so sign up today!

No Charge to Attend!

UNT Inspire Park

This event is not sponsored, endorsed or affiliated with the University of North Texas. If you have any questions, please call 844-567-7760.
Event Center
6170 Research Rd, Frisco, TX 75033

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
The new tax and financial rules have changed.

Understand the potential impact taxes have on your retirement income.


You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events. Fortunately, there are sound ways to help stretch your retirement income.

Join us at UNT Inspire Park for an informational workshop and Insurance Sales Presentation covering retirement income strategies on Monday, May 20 from 11:00 AM-12:30 PM or Tuesday, May 21 from 11:00 AM-12:30 PM.

This focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

This educational workshop focuses on sound financial strategies that may help you prepare for a successful retirement

  • Understand the official new tax reform rules and their impact on your retirement
  • Determine which investments could help build an income-producing portfolio
  • Tap into your retirement accumulations and make the most of your income streams
  • Invest for stability, income, and growth potential
  • Potentially protect your income and assets from the unexpected
  • Addressing common threats to retiree portfolios
  • Utilize financial vehicles that could last a lifetime
  • Prepare for a more comfortable and rewarding retirement lifestyle!

Register Now

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 Workshop and Insurance Sales 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 Retirement 567 nor the Financial Advisor presenting this workshop 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.

Securities offered through LPL Financial, member FINRA/SIPC. [insert branding name for topic, e.g. Taxes in Retirement 567] and LPL Financial are separate entities. LPL Financial does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

Erin Botsford 3001 Dallas Parkway Suite 100, Frisco, TX 75034 (214) 423-4200

Check the background of investment professionals on FINRA’s BrokerCheck