You're Invited!
Maximize Your Social Security & Minimize Your Tax Burden
Join us for a no-cost, eye-opening retirement seminar. We’ll discuss how to help you:
- Keep more of your benefits
- Reduce taxes on your income
- Avoid costly mistakes
Secure your spot and learn ways to help protect what you’ve built. No cost. No pressure. Just clear answers.
You're Invited!
Maximize Your Social Security & Minimize Your Tax Burden
Event Details
- Dates
– Tuesday, October 7 at 7:00 p.m.
- Location
Provo City Library
550 N University Ave, Provo, UT 84601
At this seminar, we'll discuss:
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When to Take Social Security
Find out how the right timing can increase your lifetime benefits—and how to avoid costly mistakes.
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How to Pay Less in Retirement Taxes
Explore tax-efficient strategies like Roth conversions and withdrawal sequencing to help you keep more of your income.
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Understanding RMDs & Retirement Tax Traps
Find out how Required Minimum Distributions (RMDs) could affect your tax bill—and what to do now to prepare.
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Why Traditional Advice May Fall Short
Many strategies ignore rising taxes and changing rules. Uncover what today’s retirees must do differently.
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Income Planning That Adjusts With You
Discover how to align your income plan with inflation, market shifts, and evolving tax brackets.
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How to Leave More to Family—Not the IRS
See how tax-efficient legacy planning can help preserve more of your wealth for future generations.
You Saved Well for Retirement. But Could Mistakes Undermine It?
You did the hard part—building your savings. But retirement isn’t just about what you’ve saved—it’s about what you keep.
Failing to coordinate your Social Security and tax-minimization strategy could quietly erode your income over time. This event helps you uncover those risks—and gives you simple, smart steps to help protect what you’ve worked for.
There's no better time to align your Social Security and tax-minimization strategy to help ensure you keep more of your income in retirement.
Why Attend?
01
Preparedness
Understand how today’s laws and tax rules could affect your future—and how to prepare with confidence.
02
Preservation
Explore strategies designed to help reduce your tax burden so more of your income stays with you and your family.
03
Confidence
Know when to take action and why—so you can stop guessing and start planning for the retirement you deserve.
Protect your financial future.
Help Protect Your Income and Maximize What You Keep.
Do you have a strategy to help reduce your tax exposure and increase what you take home from Social Security?
This seminar will help you connect the dots between your benefits, tax-minimization strategy, and income plan—to help you retire with more clarity and confidence.
You only retire once. You can’t afford to get it wrong.
Timing Strategies for Social Security
How to claim benefits strategically based on your full financial picture.
Explore strategies designed to avoid unnecessary taxes and help stretch your income further.
Investment Risk & Market Volatility
Why drawdown strategy often matters more than investment performance after retirement begins.
Roth Conversions & RMD Coordination
Discover how to potentially reduce tax liabilities and control income in retirement.
Your EXPERIENCED Presenter
Nick Peterson
President, Peterson Harris, Inc.
Nick started in the accounting field in 2003 working under a Certified Public Accountant. Then he worked as a staff accountant for a Toyota dealership and later became the Senior Accountant for NP Accounting Services in 2006. Nick earned his Bachelor of Science in Accounting. He also is an Investment Advisor Representative with CreativeOne, and holds a series 65 registration and insurance licenses in many states across the country. As president of Peterson Harris, Inc., he oversees the investment management of their clients.
For a pair of years, Nick worked with the non-profit CPA Plus Network and TLA (Tactical Leadership Alliance) and oversaw tax and advisory professionals in almost all 50 states. Nick was the department head of Strongbrook Financial from 2014-2017 and worked closely with DoneforyourealestateUSA. In that capacity he led a team of eight licensed advisors, of which included a Graduate-Level Studies Professor, Career Family Counselor, an Entrepreneur Specialist, a Business Consultant, a CPA, and an Estate Attorney.
His clients enjoy his laid-back objective optimism and holistic planning style. As a result, clients enjoy affiliating with Nick and feel confident in bringing up personal matters in addition to introducing friends and family. Nick Peterson is a family man and enjoys spending time with loved ones. His hobbies include OHV Riding, club airsoft, hiking, camping, and painting. Professionally, he finds satisfaction in helping others enjoy the blessings of financial confidence.
"I’ve seen too many people do everything right — save, invest, work hard — and still end up with gaps in their plan. My goal is to help fix that, before it’s too late."
Andrew Goodwin
Client Specialist, Peterson Harris, Inc.
With over 18 years of entrepreneurial experience, Andrew Goodwin has built a diverse career across multiple industries including wealth management, web development, marketing, business management, and real estate. Throughout his professional career, he has owned and operated more than five businesses, each reflecting his desire to learn from innovation, service, and strategic growth. His ventures have spanned both digital and physical industries, and he is grateful for well-rounded experiences of what it takes to succeed in today’s dynamic business environment.
Over the past eight years, Andrew has focused on developing a strong presence in the automotive and powersports sectors. He currently owns a powersports repair, sales, and rentals business, alongside a car repair shop. These operations allow him to stay connected to his passion for motorsports while delivering high-quality services to a loyal customer base. As a local business leader, he provides employment to many members of the local community. At the same time, he continues to serve clients as a wealth advisor through Peterson Harris, Inc Wealth Management, where he provides tailored financial strategies and long-term planning to help individuals and families reach their financial goals.
Outside of work, Andrew is an avid outdoor enthusiast and active community member. He enjoys spending time on the water or in the mountains—boating, riding side-by-sides, snowmobiling, climbing, and rappelling. He is also deeply committed to giving back through sports coaching. He volunteers his time to coach pickleball, basketball, golf, and other activities, helping young athletes achieve their goals.
Andrew tries to bring the same level of energy to his personal pursuits as he does to his professional endeavors. Whether building businesses, helping others build wealth, or fostering a spirit of community and adventure, he strives to be better all the time and to keep learning.
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 determine 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 applicable to your unique financial situation.
Why are you hosting this event?
The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
© 2025 Your Retirement Reality | Privacy Policy
*This event is not sponsored by or affiliated with the Provo City Library or the City of Provo.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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.