You're invited!
Retirement is Within Reach: Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Please join Dan Stockemer of Prairie Hill Advisors, Jeremy Askren of MWI, and Kendra Stacey of Triplett Woolf Garretson, LLC at the beautiful Prairie Hill Vineyard – Terrace Cabin for complimentary French wines, charcuterie and timely insights. During this event, we’ll discuss:
- Ways to help increase your income by using Guaranteed Lifetime Income withdrawals.
- Alternatives to taking Required Minimum Distributions out of your IRA or 401(k).
- Different ways to build tax-efficient and tax-free income strategies into your retirement plan.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
Prairie Hill Vineyard – Terrace Cabin
3660 N 215th St W, Colwich, KS 67030
Date & Time
– Tuesday, April 1 at 6:00 p.m.
– Thursday, April 3 at 6:00 p.m.
What's on the menu?
French wine and charcuterie will be served.
Registration Closes In:
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Outdated Strategies: Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees.
- Retirement Income Planning: Learn ways to help optimize your retirement accounts, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- Distribution Pitfalls: Identify common mistakes in retirement asset distribution and learn strategies to help ensure your money lasts.
- Tax Minimization Strategies: Understand the impact of rising taxes on your retirement income and strategies designated to mitigate these risks.
- Maximizing Social Security: Explore strategies designed to help maximize your benefits.
- Investment Risk Management: Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenters
Dan Stockemer | Prairie Hill Advisors
Dan began his career as an Investment Banker for First Securities Company of Kansas in 1984. At that time he worked as a Financial Advisor for Kansas municipalities, securing municipal bond financing. In 1987, he took a position with Dean Witter, training in their New York City World Trade Center Headquarters before taking a position as a personal financial representative in their Santa Rosa, California offices. In 1992, he moved to the Sonoma County offices of Guardian Investor Services, and worked with local businesses and individuals designing financial plans, and covering their insurance and investment programs.
Returning home to Kansas in 1998, he began working with Allstate Financial Services, LLC as an Exclusive Financial Specialist. During this time he attained membership in the prestigious Allstate Financial Hall of Fame. He retired from Allstate Financial Services in early 2012 and continues to serve his clients with Prairie Hill Advisors.
Dan’s extensive background makes him an excellent resource for anyone seeking financial or retirement guidance, as well as insurance strategies.
Jeremy Askren | The MWI Group
Jeremy is a helper, educator, and coach at heart. He has a vested interest in his clients’ well-being; that’s why he takes the time to walk them through all the stages of their wealth management journey. He’s clear-eyed about the challenges his clients could face at any given time, but he takes pride in helping them navigate market risk and volatility. He wants to help each client understand the what, why, and how of their finances — and also the “what’s next?”
Jeremy is an 18-year veteran of the industry. He is an Investment Advisor Representative, and holds his Series 7 and 66 registrations, as well as his life and health insurance licenses. He’s also certified as a National Social Security Advisor.
When he’s not at work, Jeremy enjoys spending time with his wife, Courtney, his daughter, Jade, and his son, Jeron.
Jeremy Askren offers Securities and Advisory Services through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. The MWI Group, CreativeOne Securities, LLC, and Your Retirement Reality are not affiliated.
Kendra Stacey, Attorney at Law | Triplett Woolf Garretson, LLC
Kendra Stacey is a dedicated attorney with Triplett Woolf Garretson, LLC in Wichita, Kansas, where she practices with a strong focus on estate planning and asset protection. With a commitment to helping individuals and families navigate the complexities of estate law, Kendra provides comprehensive legal solutions tailored to her clients’ unique needs.
Kendra’s practice includes drafting wills, trusts, powers of attorney, and advance directives, ensuring that her clients’ wishes are clearly documented and legally enforceable. Her detail-oriented approach and understanding of estate law allow her to develop strategic plans that help protect assets, minimize tax liabilities, and ensure a smooth transfer of wealth. Her personalized guidance and commitment to client education empower individuals to make informed decisions about their financial and legal future.
A native of the Wichita area, Kendra graduated from Goddard High School and earned her Juris Doctor from the University of Kansas School of Law. As a dedicated advocate, Kendra is known for her compassionate yet strategic approach, making complex legal processes more accessible and manageable. She takes pride in building long-term relationships with her clients, guiding them through every stage of planning and administration with professionalism and care. For personalized estate planning services in Wichita and the surrounding areas, Kendra Stacey is a reliable and knowledgeable attorney dedicated to protecting your legacy.
Frequently Asked Questions
What is Your Retirement Reality?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
What’s on the menu?
French wine and charcuterie will be served.
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Licensed Insurance Professional. Prairie Hill Advisors and Your Retirement Reality are unaffiliated companies.
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.