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TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Steve Meeks and Interlinc Financial Advisor's are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory services offered through Interlinc Financial Advisors, Inc., a registered investment advisor. Insurance products and services are offered and sold through Interlinc Insurance Group, Inc. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services. Advisory clients are charged a fee for assets under management while insurance products paya commission, which may result in a conflict of interest regarding compensation.
*This event is not sponsored by the Plano Public Library or the City of Plano, and neither the Library nor the City of Plano endorses any views expressed by those sponsoring this event.
Privately Catered
This session will include real-world examples and practical discussion. All materials will be provided, along with a light dinner from a local scratch kitchen, so you can stay focused and engaged throughout.
Seating is limited, pre-register now!
It is a pleasure to be associated with the Interlinc Financial organization. Steve and Gayle have been a valuable force in helping with my financial planning for over a decade. I am fortunate to have dependable agents giving sound financial advice. Their work has resulted in beneficial results for my retirement goals.
Regina B
Allen, TX
What Others are Saying...
Why You Need to Attend This FREE Event
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
What You'll Learn at This Class:
Clarify the differences between wills, trusts, powers of attorney, and beneficiary designations
Discover steps to keep your estate out of probate and ensure your wishes are honored
Understand how the 2025 tax law changes could affect your retirement plan
Learn ways to legally reduce your lifetime tax burden—especially on Social Security & RMDs
Roth conversions: When they make sense—and how they could benefit your heirs
Strategies to avoid the Widow’s Tax Penalty and unexpected Medicare surcharges (IRMAA)
Plus, a special...
All attendees will be eligible to receive a free streaming movie pass for the cinema hit The Psychology of Retirement!
Ann and I joined the Interlinc family about two years ago. I use the term ‘family' because that is how Steve and Gayle make their clients feel – that they have become part of their family. They take a personal interest in their clients’ financial futures and work to ensure that they are secure and stable as possible. They are well informed and quite adept at navigating the investment and tax minefield and keeping their clients updated on the latest developments that affect their financial futures. We only wish we had started working with them ten years earlier.
Russell H
Dallas, TX
Choosing a financial planner is stressful. Placing your financial future in the hands of another requires faith and humility. I wanted someone I could trust to help provide my family’s needs beyond retirement. Terry and I knew after our first visit with Steve and Gayle we had found the right combination of knowledge backed by integrity and the ability to listen to our needs.
Jess E
Dallas, TX
Your Retirement, Estate & Legacy
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
Tuesday, April 21st @ 6:30 PM
Collin College Frisco Campus
Building J Room J107
9700 Wade Blvd.
Frisco, TX 75035
This class is exclusively for individuals 59+ with $500,000 or more in investable assets. Seating is limited, reserve your spot now!
This event is not hosted or sponsored by Collin College
Your Retirement, Estate & Legacy
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
Thursday, September 18th @ 6:00 PM
Stephen Terrell Recreation Center
1680 W Exchange Parkway, Allen, TX 75013
This event mostly benefits those that are within 5 years of retirement or recently retired.
Seating is limited, reserve your spot now!
Please arrive at 6:00 PM for the meal and the seminar will start promptly at 6:30 PM
Your IRA & 401k is the IRS’s Favorite Family Member
Don’t let a lifetime of savings turn into a tax windfall for the IRS — learn how to protect your retirement and legacy through estate planning and tax reduction strategies.
Join us to learn how to legally divorce the IRS from your retirement accounts, build a foundation of tax-free income, and protect your estate, legacy, and Social Security.
Privately Catered
This session will include real-world examples and practical discussion. All materials will be provided, along with a light dinner from Mendocino Farms, so you can stay focused and engaged throughout.
Seating is limited, pre-register now!
ABOUT YOUR HOST
Steve Meeks, RFC©, CCFS©
Steve, Co-Founder and President of Interlinc Financial, is driven by his passion to safeguard clients' wealth and lifestyles, and he adopts an educational approach to empower clients with the knowledge needed for informed decisions about their futures.
Steve's strategic thinking skills were honed during his tenure as a Navy Tactical Strategist, specializing in Warfare and Search and Rescue operations throughout the Cold War, Desert Shield, and Desert Storm eras.
Furthermore, he has successfully completed the rigorous CFP® Education Program and consistently pursues 40 continuing education hours per year. Steve is a proud graduate of San Diego State University, with a degree in Finance and extensive background in Molecular Biology. Steve is a Series 65 Securities Licensed Fiduciary, holds a life Insurance License, is an esteemed member of the Financial Planning Association, and is a member of the National Institute of Certified College Planners.
Unlock the Power of Annuities & Strategic Retirement Planning
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
This class is exclusively for individuals 59+ with $250,000 or more in investable assets. Seating is limited, reserve your spot now!
Your IRA & 401k is the IRS’s Favorite Family Member
Don’t let a lifetime of savings turn into a tax windfall for the IRS — learn how to protect your retirement and legacy through estate planning and tax reduction strategies.
Join us to learn how to navigate tax strategies, protect your legacy, avoid unexpected IRMAA surcharges, plan for inflation, and uncover hidden risks—like the Widow’s Penalty—that can impact your financial future.
EVENT DETAILS
What We'll Discuss
Understand the basics of annuities and how they can provide guaranteed income
Tips for creating a personalized retirement plan based on your goals
Learn how to protect your assets from inflation and market volatility
The different types of annuities and which is right for you, and much more!
Learn key retirement planning strategies to maximize savings and minimize risks
Explore tax-efficient investment options for long-term retirement growth
Plus, a special...
All attendees will be eligible to receive a free streaming movie pass for the cinema hit The Psychology of Retirement!
Learn how today’s annuities and retirement planning strategies can help you navigate market volatility, rising taxes, and retirement income challenges.
Collin Higher Education Center (CHEC) Room 107
3452 Spur 399, McKinney, TX
Wednesday, June 3rd @ 6:30 PM
EVENT DETAILS
Collin College Frisco Campus
Building J Room J107
9700 Wade Blvd.
Frisco, TX 75035
This event is not hosted or sponsored by Collin College
Tuesday, April 21st @ 6:30 PM
The New Rules of Retirement:
What You Don’t Know Could Cost You
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
This class is exclusively for individuals 59+ with $250,000 or more in investable assets. Seating is limited, reserve your spot now!
This event is not hosted or sponsored by Collin College
Your IRA & 401k is the IRS’s Favorite Family Member
Don’t let a lifetime of savings turn into a tax windfall for the IRS — learn how to protect your retirement and legacy through estate planning and tax reduction strategies.
Join us to learn how to navigate tax strategies, protect your legacy, avoid unexpected IRMAA surcharges, plan for inflation, and uncover hidden risks—like the Widow’s Penalty—that can impact your financial future.
Learn how to reduce taxes, avoid IRMAA surprises, plan for inflation, protect your legacy, and guard against hidden risks like the Widow’s Penalty.
Collin College
McKinney Campus
Main Building Wing B B108
2200 W. University Drive, McKinney, TX 75071
Thursday, May 7th @ 6:30 PM
Privately Catered
This session will include real-world examples and practical discussion. All materials will be provided, along with a light dinner from Jason's Deli, so you can stay focused and engaged throughout.
Seating is limited, pre-register now!
Unlock the Power of Annuities & Strategic Retirement Planning
What We'll Discuss
Does your current portfolio match your goals & risk tolerance in retirement?
How to know whether your retirement strategy is prepared for good & bad markets
Pros and cons of different types of annuities
Strategies retirees use to address market volatility, inflation, and income planning
Learn ways to reduce your lifetime tax burden
Common misconceptions and misunderstandings surrounding annuities
Is it possible to get a higher return with a lower risk portfolio?
Why taxes will likely become one of your largest retirement expenses - & why waiting may limit your options
All attendees will be eligible to receive a free streaming movie pass for the cinema hit The Psychology of Retirement!
Taxes, The Stock Market, & Annuities:
The Truth About all Three
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security, Retirement, and Estate Planning
This class is exclusively for individuals 59+ with $250,000 or more in investable assets. Seating is limited, reserve your spot now!
Your IRA & 401k is the IRS’s Favorite Family Member
Don’t let a lifetime of savings turn into a tax windfall for the IRS — learn how to protect your retirement and legacy through estate planning and tax reduction strategies.
Join us to learn how to navigate tax strategies, protect your legacy, avoid unexpected IRMAA surcharges, plan for inflation, and uncover hidden risks—like the Widow’s Penalty—that can impact your financial future.
Learn the truth about how taxes, stock market volatility, and today's annuities can impact your retirement—and discover strategies to help protect your future.
Wednesday, August 12th @ 6:00 PM
Taxes, the Stock Market, and Annuities: The Truth About all Three
Schimelpfenig Library
Program Room
5024 Custer Road, Plano, TX 75023
*Schimelpfenig Library does not sponsor this presentation
Schimelpfenig Library
Program Room
5024 Custer Road, Plano, TX 75023
Wednesday, August 12th @ 6:00 PM
*Schimelpfenig Library does not sponsor this presentation
Why You Need to Attend This FREE Event
Every day, we're surrounded by financial headlines, social media influencers, television personalities, and conflicting opinions about retirement. One expert says the market is headed for a crash. Another says taxes are certain to rise. Some insist annuities are the answer, while others say to avoid them altogether.
So who should you believe?
-Warren Buffett
"Risk comes from not knowing what you're doing."
That's why this educational workshop was created.
Whether you're already retired or retirement is just around the corner, you'll leave with practical, unbiased educational insights designed to help you make more informed financial decisions with confidence.