Complimentary Wine & Charcuterie at Prairie Hill Vineyard - Terrace Cabin in Colwich, KS

Retirement is Within Reach

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

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French wine and charcuterie will be served.

Event Details

Prairie Hill Vineyard – Terrace Cabin
3660 N 215th St W
Colwich, KS 67030

Event Options:

– Tuesday, April 1 at 6:00 p.m.

– Thursday, April 3 at 6:00 p.m.

Seating is limited. Complimentary wine and charcuterie will be served. There is no charge to attend!

Event Details

Prairie Hill Vineyard – Terrace Cabin
3660 N 215th St W
Colwich, KS 67030

Event Options:

– Tuesday, April 1 at 6:00 p.m.

– Thursday, April 3 at 6:00 p.m.

MENU
French wine and charcuterie will be served.

Seating is limited. Complimentary wine and charcuterie 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? Please join Dan Stockemer of Prairie Hill Advisors, Jeremy Askren of MWI, and Kendra Stacey of Triplett Woolf Garretson, LLC at the beautiful Prairie Hill Vineyard – Terrace Cabin for complimentary French wines, charcuterie and timely insights. During this event, we’ll discuss:

  • Ways to help increase your income by using Guaranteed Lifetime Income withdrawals.
  • Alternatives to taking Required Minimum Distributions out of your IRA or 401(k).
  • 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.
  • 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 Presenters

Dan Stockemer | Prairie Hill Advisors

Dan began his career as an Investment Banker for First Securities Company of Kansas in 1984. At that time he worked as a Financial Advisor for Kansas municipalities, securing municipal bond financing. In 1987, he took a position with Dean Witter, training in their New York City World Trade Center Headquarters before taking a position as a personal financial representative in their Santa Rosa, California offices. In 1992, he moved to the Sonoma County offices of Guardian Investor Services, and worked with local businesses and individuals designing financial plans, and covering their insurance and investment programs.

Returning home to Kansas in 1998, he began working with Allstate Financial Services, LLC as an Exclusive Financial Specialist. During this time he attained membership in the prestigious Allstate Financial Hall of Fame. He retired from Allstate Financial Services in early 2012 and continues to serve his clients with Prairie Hill Advisors.

Dan’s extensive background makes him an excellent resource for anyone seeking financial or retirement guidance, as well as insurance strategies.

Jeremy Askren | The MWI Group

Jeremy is a helper, educator, and coach at heart. He has a vested interest in his clients’ well-being; that’s why he takes the time to walk them through all the stages of their wealth management journey. He’s clear-eyed about the challenges his clients could face at any given time, but he takes pride in helping them navigate market risk and volatility. He wants to help each client understand the what, why, and how of their finances — and also the “what’s next?”

Jeremy is an 18-year veteran of the industry. He is an Investment Advisor Representative, and holds his Series 7 and 66 registrations, as well as his life and health insurance licenses. He’s also certified as a National Social Security Advisor.

When he’s not at work, Jeremy enjoys spending time with his wife, Courtney, his daughter, Jade, and his son, Jeron.

Jeremy Askren offers Securities and Advisory Services through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. The MWI Group, CreativeOne Securities, LLC, and Your Retirement Reality are not affiliated.

Kendra Stacey, Attorney at Law | Triplett Woolf Garretson, LLC

Kendra Stacey is a dedicated attorney with Triplett Woolf Garretson, LLC in Wichita, Kansas, where she practices with a strong focus on estate planning and asset protection. With a commitment to helping individuals and families navigate the complexities of estate law, Kendra provides comprehensive legal solutions tailored to her clients’ unique needs.

Kendra’s practice includes drafting wills, trusts, powers of attorney, and advance directives, ensuring that her clients’ wishes are clearly documented and legally enforceable. Her detail-oriented approach and understanding of estate law allow her to develop strategic plans that help protect assets, minimize tax liabilities, and ensure a smooth transfer of wealth. Her personalized guidance and commitment to client education empower individuals to make informed decisions about their financial and legal future.

A native of the Wichita area, Kendra graduated from Goddard High School and earned her Juris Doctor from the University of Kansas School of Law. As a dedicated advocate, Kendra is known for her compassionate yet strategic approach, making complex legal processes more accessible and manageable. She takes pride in building long-term relationships with her clients, guiding them through every stage of planning and administration with professionalism and care. For personalized estate planning services in Wichita and the surrounding areas, Kendra Stacey is a reliable and knowledgeable attorney dedicated to protecting your legacy.

Licensed Insurance Professional. Prairie Hill Advisors and Your Retirement Reality are unaffiliated companies.

*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.