Complimentary Dinner at Market Street Grill in Cottonwood Heights, UT
Optimize Your Retirement
Learning how to avoid costly mistakes may be the best investment you can make.
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Your choice of entrée between the Vegetarian Grilled Polenta, Roasted Free-Range Chicken Breast or Slow Roasted Prime Rib of Beef. Each entrée is served with a Caesar salad and bread.
Event Details
Market Street Grill
2985 E Cottonwood Pkwy,
Cottonwood Heights, UT 84121
Event Options:
– Tuesday, November 11 at 6:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Market Street Grill
2985 E Cottonwood Pkwy,
Cottonwood Heights, UT 84121
Event Options:
– Tuesday, November 11 at 6:30 p.m.
MENU
Your choice of entrée between the Vegetarian Grilled Polenta, Roasted Free-Range Chicken Breast or Slow Roasted Prime Rib of Beef. Each entrée is served with a Caesar salad and bread.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
You are cordially invited to an informational dinner event for area residents who are retired or nearing retirement. Enjoy a complimentary dinner after the presentation.
Well-known local retirement specialist, Nick Peterson and Chris Katsanevas will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. You will leave with valuable information you can act upon immediately, such as:
- How will the new tax reform bill AND reciprocal tariffs could impact your bottom line and retirement nest egg?
- How you can create a retirement income that you and your spouse cannot outlive.
- How will America’s debt and deficit likely impact your retirement.
- How you may dramatically increase your interest earnings – while safeguarding your investments from risk.
- How to pass your IRA to your children or grandchildren – without giving most of it to the IRS.
- How future tax rate increases may affect your retirement and will you be left with enough money?
- How to know if you are holding lazy money.
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!
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
Nick Peterson, President | Peterson Harris, Inc.
Nick started in the accounting field in 2003 working under a Certified Public Accountant. Then he worked as a staff accountant for a Toyota dealership and later became the Senior Accountant for NP Accounting Services in 2006. Nick earned his Bachelor of Science in Accounting. He also is an Investment Advisor Representative with CreativeOne, and holds a series 65 registration and insurance licenses in many states across the country. As president of Peterson Harris, Inc., he oversees the investment management of their clients.
For a pair of years, Nick worked with the non-profit CPA Plus Network and TLA (Tactical Leadership Alliance) and oversaw tax and advisory professionals in almost all 50 states. Nick was the department head of Strongbrook Financial from 2014-2017 and worked closely with DoneforyourealestateUSA. In that capacity he led a team of eight licensed advisors, of which included a Graduate-Level Studies Professor, Career Family Counselor, an Entrepreneur Specialist, a Business Consultant, a CPA, and an Estate Attorney.
His clients enjoy his laid-back objective optimism and holistic planning style. As a result, clients enjoy affiliating with Nick and feel confident in bringing up personal matters in addition to introducing friends and family. Nick Peterson is a family man and enjoys spending time with loved ones. His hobbies include OHV Riding, club airsoft, hiking, camping, and painting. Professionally, he finds satisfaction in helping others enjoy the blessings of financial confidence.
Chris Katsanevas, Client Specialist | Peterson Harris, Inc.
© 2025 Your Retirement Reality | Privacy Policy
*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.