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United Financial Services, Dinner & Learn

For ages 50+

Learn the latest retirement strategies. Sign up by Thursday, June 24, at the front desk or call 972-769-8234.

  • Do you know how long your money will last if you continue doing what you are doing today?
  • How can you enjoy a guaranteed retirement stream that you and your spouse cannot outlive through the use of a fixed annuity?
  • Different sources of income have different tax consequences. Learn tax-smart strategies for drawing retirement income and which sources to consider tapping first.
  • Why your current retirement strategy needs to be analyzed to insure your retirement assets are safe.
  • Potential threats to your retirement lifestyle; do you know how much lifetime health care costs?
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