Complimentary Dinner at Fleming’s Prime Steakhouse & Wine Bar in Englewood, CO

Retirement is Within Reach

Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently

Event Details

Fleming’s Prime Steakhouse & Wine Bar
191 Inverness Dr W
Englewood, CO 80112

Event Options:

– Tuesday, May 5 at 6:00 p.m.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

 

This event is intended for individuals aged 55 and older who are in or nearing retirement with at least $250,000 in investable assets.

Begin with the chef’s bread course and seasonal spreads, followed by burrata with prosciutto, charred tomatoes, wild arugula, and garlic crostini, alongside a classic Caesar salad. Select your entrée from petite filet mignon, barbecue-glazed salmon with mushrooms, roasted double breast of chicken with a white wine, leek, and thyme sauce, or cavatappi with mushroom and tomato ragout, burrata, and basil. Accompanied by family-style sides of mashed potatoes and Thai green beans. Conclude with your choice of New York cheesecake or a chocolate gooey brownie.

Event Details

Fleming’s Prime Steakhouse & Wine Bar
191 Inverness Dr W
Englewood, CO 80112

Event Options:

– Tuesday, May 5 at 6:00 p.m.

MENU
Begin with the chef’s bread course and seasonal spreads, followed by burrata with prosciutto, charred tomatoes, wild arugula, and garlic crostini, alongside a classic Caesar salad. Select your entrée from petite filet mignon, barbecue-glazed salmon with mushrooms, roasted double breast of chicken with a white wine, leek, and thyme sauce, or cavatappi with mushroom and tomato ragout, burrata, and basil. Accompanied by family-style sides of mashed potatoes and Thai green beans. Conclude with your choice of New York cheesecake or a chocolate gooey brownie.

RSVP NOW!

Seating is limited. A complimentary meal will be served. There is no charge to attend!

 

This event is intended for individuals aged 55 and older who are in or nearing retirement with at least $100,000 in investable assets.

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 at Fleming’s Prime Steakhouse & Wine Bar 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!
No cost, no obligation
Licensed professionals
Informational event only

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Do you have a retirement income strategy in place?
Don’t miss this information-packed event!

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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

Joe Harl, Partner & Lead Financial Advisor | The Guardian Group
Joe grew up in a small town in Western Oklahoma from modest means, an experience that shaped his view of money and security. As Partner and Lead Financial Advisor with The Guardian Group, he takes a holistic approach to retirement planning, helping clients prepare for life’s uncertainties with confidence. Recognized industry-wide — 2023 Marquis Who’s Who for Financial Advisors, C1W Top Advisor Firm, F&G Top Producer, and Guardian was named 2025 Lakewood Best of the Best — Joe is also a committed financial literacy educator.
 
Joe’s philosophy is straightforward: retirement planning should eliminate uncertainty, not create it. He is committed to guiding clients toward their ideal retirement with confidence and clarity—removing the barriers that stand between where they are today and where they want to be. At Guardian Group, that means helping people create a retirement that’s filled with MORE—more confidence, more clarity, and more of what matters most—so they can move forward with greater peace of mind and purpose.
 
He specializes in working with pre- and post-retirees, their families, and business owners to identify financial efficiencies that help reduce taxes, enhance portfolio performance, and create more long-term wealth. His planning process is comprehensive and highly personalized, built on the belief that retirement is about more than saving—it’s about turning assets into reliable income and creating a retirement filled with more confidence, more clarity, and more of what matters most. Rather than focusing only on returns, he helps clients plan holistically around lifestyle, protection, taxes, and legacy, so they can move forward with greater confidence and less uncertainty. This includes retirement income strategies, investment planning, legacy planning, healthcare planning, and tax minimization—supported by technology that provides real-time visibility into their financial future and a tailored investment approach aligned with their goals.
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Investment Adviser Representative of and investment services offered through Farther Finance Advisors, LLC, an SEC Registered Adviser. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products only. Farther Finance Advisors, LLC and Tru Financial Strategies are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

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*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.