Complimentary Dinner at Market Street Grill in Cottonwood Heights, UT
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
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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!
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 Market Street Grill 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 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.
- 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!
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 Hosts
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.