Retirement is Within Reach: Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Join your local host at Brick Pizza on Tuesday, January 28 at 6:00 p.m.
for a complimentary dinner and timely and informative retirement income planning seminar. During this event, we’ll discuss:
- Modern strategies being used in today's retirement landscape.
- Strategies designed to help increase your retirement success and protect your assets from market volatility.
- Different ways to build tax-efficient and tax-free income strategies into your retirement plan.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.
As Seen On
Event Details
Location
Brick Pizza
500 Wood St, Bristol, RI 02809
Date & Time
– Tuesday, January 28 at 6:00 p.m.
What's on the menu?
You will have a choice of a variety of specialty pizzas!
Your Presenter
Ed Botelho | Financial Planner & Founder of Wealth Max Financial Group
Throughout his career, Ed has demonstrated an exceptional ability to navigate the complex landscape of personal finance, helping his clients make informed decisions and optimize their financial strategies. His comprehensive approach combines a deep understanding of investment planning, retirement income planning, legacy planning, and risk management, enabling him to help deliver tailored strategies that align with his clients’ unique needs and aspirations.
As the founder of WealthMax Financial Group, Ed has built a team of experienced professionals who share his passion for helping individuals and families achieve their financial and retirement goals. Under his visionary leadership and coaching experience, the firm has established itself as a go-to resource for comprehensive financial planning, offering a wide range of services designed to maximize wealth accumulation, preserve assets, and minimize tax liabilities.
Ed Botelho is a graduate of Johnson & Wales University. In addition to his professional commitments, Ed actively participates in industry conferences and seminars, keeping abreast of the latest trends and strategies in the ever-evolving financial landscape.
In his free time, Ed Botelho enjoys traveling, staying active through fitness training and playing and coaching hockey. With his extensive knowledge and unwavering dedication, Ed Botelho is a financial planner who consistently works to exceed expectations and empower his clients to achieve their financial and retirement goals.
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Outdated Strategies: Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees.
- Retirement Income Planning: Learn ways to help optimize your retirement accounts, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- Distribution Pitfalls: Identify common mistakes in retirement asset distribution and learn strategies to help ensure your money lasts.
- Tax Minimization Strategies: Understand the impact of rising taxes on your retirement income and strategies designated to mitigate these risks.
- Maximizing Social Security: Explore strategies designed to help maximize your benefits.
- Investment Risk Management: Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Frequently Asked Questions
Who is presenting?
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 understand 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 tailored to your unique financial situation.
What’s on the menu?
You will have a choice of a variety of specialty pizzas!
Privacy Policy: 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
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
*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.