Complimentary Dinner at The Butchery in Arvada, CO

Retirement is Within Reach

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

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Your choice of a steak, chicken, fish or vegetarian entrée.

Event Details

The Butchery
7923 Allison Way
Arvada, CO 80005

Event Options:

– Tuesday, April 29 at 6:00 p.m.

– Thursday, May 1 at 6:00 p.m.

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

Event Details

The Butchery
7923 Allison Way
Arvada, CO 80005

Event Options:

– Tuesday, April 29 at 6:00 p.m.

– Thursday, May 1 at 6:00 p.m.

MENU
Your choice of a steak, chicken, fish or vegetarian entrée.

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 at The Butchery while we discuss the following important topics for those in or nearing retirement:

  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed 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.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
  • 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 derail 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!

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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

Terry Tyler | President & Founder | Legacy Retirement Services
Terry was born and raised in Wheat Ridge, Colorado. He graduated from Wheat Ridge High School in 1969. He then attended Colorado State University in Fort Collins and graduated in 1975 with a Bachelor of Science Degree.

Terry’s pride and joy is his 20-year-old son Trenton. During his spare time Terry loves to fish, camp, ski, and ride his Harley. His favorite times are when he can spend time doing these activities with his son.

After graduating from Colorado State, Terry remained in Fort Collins and began his Financial Services career in 1976. In 1980 Terry moved to Denver and began his 20-year career in the Stockbrokerage Industry. Terry gained extensive experience in all areas of investing, investment banking, and financial planning during these 20 years.

In 1999, Terry left the Brokerage industry and founded Legacy Retirement Services which was created specifically for working with retirement age people. The focus of Legacy Retirement Services Inc. is to help all our clients achieve a stable and confident retirement with protection and guarantees while earning a consistent rate of return on their retirement nest egg.

Terry’s 40 years of experience helping his clients with creative retirement planning covering all facets of a well thought out comprehensive retirement plan, has taught him many lessons when working with people’s hard-earned money. Terry’s most important priority is to build an honest and dedicated relationship with the people he works with. Our goal at Legacy Retirement Services is to help all clients keep what they have saved their entire lives. It was Will Rogers who once said: “The return ON your money is not nearly as important as the return OF your money.

CO License #152362
At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstances in a private, comfortable setting. There is no obligation to you for this visit. At this visit, you may be provided with information regarding the purchase of financial products or establishing and advisory relationship.

Investment advisory services offered through duly registered individuals on behalf of Royal Fund Management, LLC, a SEC Registered Investment Advisory firm. Royal Fund Management, LLC, Legacy Retirement Services and Your Retirement Reality are unaffiliated entities. 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. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*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.