Complimentary Dinner in Houston, TX
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Options
– McCormick & Schmick’s – 1151 Uptown Park Blvd #01, Houston, TX 77056 on Tuesday, March 17 at 6:15 p.m.
– Morton’s The Steakhouse – 5000 Westheimer, Suite 190, Houston, TX 77056 on Wednesday, March 18 at 6:15 p.m.
– Morton’s The Steakhouse – 5000 Westheimer, Suite 190, Houston, TX 77056 on Thursday, March 19 at 6:15 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Options
– McCormick & Schmick’s – 1151 Uptown Park Blvd #01, Houston, TX 77056 on Tuesday, March 17 at 6:15 p.m.
– Morton’s The Steakhouse – 5000 Westheimer, Suite 190, Houston, TX 77056 on Wednesday, March 18 at 6:15 p.m.
– Morton’s The Steakhouse – 5000 Westheimer, Suite 190, Houston, TX 77056 on Thursday, March 19 at 6:15 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation while we discuss the following important topics for those in or nearing retirement:
- How evolving tax laws and inflation could impact your retirement income plan in 2026.
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that recent changes to tax laws, market volatility and rising inflation may have on your retirement income.
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps to help you reduce one of the biggest concerns of many Baby Boomers—running out of money in retirement.
- Social Security timing and claiming strategies to help maximize your benefits.
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may disrupt your retirement and how you may be able to avoid them.
- And MUCH more!
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!
Do you have a retirement income strategy in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current retirement income plan.
Meet Your Host
Eddie Zavala | Ascend Integrated Wealth
Eddie brings over a decade of expertise in financial services, with a focused commitment to guiding individuals and families toward achieving long-term retirement success. Through personalized and strategic planning, he helps clients navigate complex financial decisions with clarity and confidence.
As co-founder of Ascend Integrated Wealth, Eddie envisioned a firm built on the principle of integration—bringing together investment management, tax minimization strategy, and insurance planning into one cohesive, client-centered experience. His holistic approach helps ensure that every element of a client’s financial life is aligned with their personal goals, risk tolerance, and future aspirations.
Eddie holds a bachelor’s degree in economics from East Carolina University and has earned the Retirement Income Certified Professional® (RICP®) and Accredited Investment Fiduciary® (AIF®) designations. He is also licensed in life and health insurance in the state of Texas, further enabling him to deliver comprehensive financial strategies.
A native of Honduras, Eddie is fluent in both English and Spanish, allowing him to serve a diverse clientele with thoughtful communication and cultural understanding.
TX State License #1903658
© 2026 Your Retirement Reality | Privacy Policy
TX State License #1903658
Investment Advisory Services are offered through Mariner Independent Advisor Network, LLC, an SEC Registered Investment Adviser. Ascend Integrated Wealth and Mariner Independent are unaffiliated entities.
Click below for important disclosures:
Form CRS| Form ADV Part 2A | Form ADV Part 2B
CONFIDENTIALITY NOTICE: The contents of this e-mail message, along with any attachments, are covered by state and federal law governing electronic communications and may contain confidential and legally privileged information. The information is intended solely for the use by the individual or entity named above. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or taking of any action or reliance on the contents of this e-mailed information, including attachments, is strictly prohibited. If you received this e-mail in error, please immediately contact the sender and delete the e-mail and any attachments from all of your computers.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
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.