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    Upcoming Events

    At United Safeguard Financial, we hold informational seminars for our clients and the greater community that feature information on specific topics such as retirement planning and preserving and transferring wealth.. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    Dinner Workshops

    Tuesday, Sept. 13, Thursday, Sept. 15 or Tuesday, Sept 20, 6 p.m.

    Where: Seasons 52
    The Shops at Legacy
    7300 Lone Star Drive C100
    Plano, TX 75024

    Call to make your reservation now! 800-469-0996 RSVP Code 159568

    Empower University

    The Ultimate Retirement Planning Course
    Your instructor John Schnorr is a Fiduciary Investment Advisor Representative and Financial Planner.  He will teach the two part financial course that covers in depth these 6 core areas:

    Unlike financial seminars that focus on a specific topic, this comprehensive course will help you see the “big picture.”  It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. 

    The course textbook includes examples and illustrations to help educate you on retirement.  Your workbook is written in easy-to-understand terms to help you learn more about the financial concepts discussed in the class.  The book and course are designed to follow along with the presentations.  Together, these materials provide a step-by-step process to apply your knowledge and will become a useful reference tool after the course is complete.  The course material and workbook are yours to keep.

    Classes are held at Collin County Community College located at the Preston Ridge Campus at 9700 Wade Blvd. Frisco, TX  75035.  Classroom location on campus is in Building J in Room 107.  Classes are 2 consecutive weeks.  

    Option 1

    Class 1: Tuesday, October 13th  (10:00 am to 12:00 noon)
    Class 2: Tuesday, October 20th  (10:00 am to 12:00 noon)
    Building J, Classroom 107 

    Option 2

    Class 1: Thursday, October 22nd  (1:00 pm to 3:00 pm)
    Class 2: Thursday, October 29th  (1:00 pm to 3:00 pm)
    Building J, Classroom 107 


    By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

    Workshop Registration
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    about United Safeguard Financial Group®
    meet john Schnorr
    John Schnorr has over 17 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.
    » learn more about john
    financial services
    We specialize in Retirement Phase Planning with a focus on: Wealth Preservation, Wealth Management through Investment Advisory, Income Planning and Estate Planning
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    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

    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.

    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.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.