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TERMS AND CONDITIONS - PRIVACY POLICY
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Bridget Riley and Riley Higgins & Associates 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 Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Riley Higgins & Associates 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.
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!
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!
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 HOSTS
Bridget Riley, CEPA and Frank Higgins
Investment Adviser Representatives
Bridget Riley and Frank Higgins are dedicated leaders and Independent advisors in the retirement planning arena, helping clients live out their financial dreams for more than 20 years. Together, they assist pre-retirees and retirees by helping eliminate two major concerns: outliving their money and reducing their tax liability.
Bridget and Frank are passionate about helping others design financial futures to match their desired lifestyles. They serve individuals and families throughout Maricopa County, Arizona, with their insurance and asset-management needs.
Bridget is an Investment Adviser Representative and has extensive experience with qualified pension plans, 401(k) plans and non-qualified plans. Frank is an Investment Adviser Representative and national speaker.
Away from the office, Bridget and Frank spend quality time with their three children and two grandchildren. Frank also enjoys golf while Bridget enjoys cooking and caring for her horses.
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
Unlock the Power of Annuities & Strategic Retirement Planning
What We'll Discuss
Common misperceptions surrounding the 4% rule and other retirement myths
The difference between market-driven and market-linked
What to do if you are being pitched an annuity
The pros and cons of annuities — including fees, liquidity, caps, and surrender periods
When Roth conversions fit and don't fit into your plan - for you and your heirs
Strategies retirees use to address market volatility, inflation, and income planning
How to create more predictable income for expenses and fun
Plus much, much more!
Instant Download!
Helping to Guard Your Golden Years: Ways to Help Preserve Your Retirement in a Shifting Economy
This guide is focused on the potential impacts of falling interest rates on your clients’ retirement income plans.
It explores the options of extending durations, laddering and maintaining a balanced portfolio, and examines additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.
Annuities:
Pros, Cons & Considerations
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 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
Annuities:
Pros, Cons & Considerations
Cracking the Retirement Code
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 how today’s challenges in retirement demand new thinking and perspectives. Learn to navigate market volatility, rising taxes, retirement income challenges and more!
Horizon Community Center
15444 N 100th St, Scottsdale, AZ 85260
Thursday, July 23rd @ 11:00 AM
Cracking the Retirement Code
Horizon Community Center
15444 N 100th St, Scottsdale, AZ 85260
Thursday, July 23rd @ 11:00 AM
BONUS! Please enjoy a catered meal from Panera Bread during our event as our 'thank you' for joining us!
BONUS! Please enjoy a catered meal from Panera Bread during our event as our 'thank you' for joining us!