Complimentary Dinner at Lansdowne Arms in Highlands Ranch, CO
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
Lansdowne Arms
9352 Dorchester St
Highlands Ranch, CO 80129
Event Options:
– Tuesday, June 16 at 6:00 p.m.
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.
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Choice of Entrée:
• Sirloin Shepherd’s Pie – Stout-braised beef with leeks, carrots, and peas, topped with white cheddar mashed potatoes, fresh tomatoes, and scallions
• Grilled Atlantic Salmon Filet – Toasted pearl couscous, fresh vegetables, and sweet soy chili glaze
• Irish Whiskey Chicken & Mushroom – Chicken and mushrooms flamed with Irish whiskey, finished with cream and fresh herbs, served with wild rice pilaf and fresh vegetables
• 12 oz. New York Steak – USDA Choice boneless cut with garlic herb butter, roasted fingerling potatoes, and fresh vegetables
Event Details
Lansdowne Arms
9352 Dorchester St
Highlands Ranch, CO 80129
Event Options:
– Tuesday, June 16 at 6:00 p.m.
MENU
Sirloin Shepherd’s Pie stout braised beef, leeks, carrots, peas, white cheddar mash topping with fresh tomatoes & scallions; Grilled Atlantic Salmon Filet toasted pearl couscous, fresh vegetables, sweet soy chili glaze; Irish Whiskey Chicken & Mushroom flamed in whiskey, finished with cream & fresh herbs, wild rice pilaf, fresh vegetables; New York Steak 12oz USDA choice, boneless cut, garlic herb butter, roasted fingerling potatoes, fresh vegetables.
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 Lansdowne Arms 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!
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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
Joe Harl
Meet Your Host
Joe Harl, Partner & Lead Financial Advisor | The Guardian Group
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Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC, The Guardian Group, and Your Retirement Reality are not affiliated. Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.
*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.