Complimentary Dinner at EdgeWild Restaurant & Winery in Chesterfield, MO
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
EdgeWild Restaurant & Winery
550 Chesterfield Center
Chesterfield, MO 63017
Event Options:
– Tuesday, June 16 at 6:00 p.m. – Thursday, June 18 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.
MENU
Start with a House Salad. Then choose from Dijon Chicken with whipped potatoes and asparagus, Stuffed Mushrooms with roasted vegetables and balsamic glaze, Atlantic Salmon with smoked gouda grits and haricot verts, or a Center Cut Sirloin with whipped potatoes and grilled asparagus. Finish with Ultimate Chocolate Cake layered with chocolate mousse and buttercream icing.
Event Details
EdgeWild Restaurant & Winery
550 Chesterfield Center
Chesterfield, MO 63017
Event Options:
– Tuesday, June 16 at 6:00 p.m. – Thursday, June 18 at 6:00 p.m.
MENU
Start with a House Salad. Then choose from Dijon Chicken with whipped potatoes and asparagus, Stuffed Mushrooms with roasted vegetables and balsamic glaze, Atlantic Salmon with smoked gouda grits and haricot verts, or a Center Cut Sirloin with whipped potatoes and grilled asparagus. Finish with Ultimate Chocolate Cake layered with chocolate mousse and buttercream icing.
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 EdgeWild Restaurant & Winery 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
Drew Stevens | Wisdom to Wealth
As a Certified Fiduciary professional, Drew believes that financial guidance should always place the client’s best interests first. His process is centered around education, transparency, and personalized retirement planning strategies designed to help clients avoid the costly mistakes that often derail retirement success. Rather than focusing solely on products or performance, Drew works to create comprehensive retirement income strategies that integrate investment management, Social Security planning, tax-efficient distribution strategies, healthcare considerations, estate planning coordination, and protection planning.
Throughout his career, Drew has become recognized for his dynamic speaking style, engaging seminars, and ability to simplify difficult financial concepts into practical and understandable solutions. His presentations are designed not to “sell,” but to educate, empower, and build confidence among retirees who may feel uncertain about today’s economic environment. Clients often describe Drew as approachable, passionate, knowledgeable, and deeply committed to helping people gain clarity during one of the most important transitions of their lives.
In addition to working directly with clients, Drew is also an author, educator, podcast host, and business strategist. His growing media presence through podcasts, webinars, educational workshops, and digital content reflects his commitment to expanding financial literacy and helping more Americans make informed retirement decisions. His message consistently emphasizes that the greatest retirement mistake is not having a written and coordinated plan.
Based in the St. Louis and Chesterfield market, Drew continues to build a reputation as a trusted retirement resource for individuals seeking guidance beyond traditional investment management. His unique combination of Wall Street experience, real-world communication skills, and heartfelt dedication to education has helped position him as a respected voice in retirement planning and fiduciary leadership.
At the center of Drew’s mission is a simple belief: people deserve to retire with confidence, dignity, and a clear understanding of their financial future.
Your Host
Drew Stevens | Wisdom to Wealth
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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. Attend and learn how insurance products can be used in various stages of retirement income 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.