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You're invited!

Retirement is Within Reach

Join us for a complimentary, gourmet dinner and eye-opening retirement discussion. We’ll discuss how to help protect your life savings from taxes, inflation, and market risk—and avoid costly mistakes many retirees don’t see until it’s too late.

Get the answers to your biggest questions—and walk away with clarity, confidence, and the information you need to help you create a strategy that’s built for today’s market realities.

Secure your spot and learn ways to help protect what you’ve built. Complimentary dinner included. No cost. No pressure. Just clear answers.

Join us FOR DINNER. Leave with INSIGHTS TO HELP CREATE a MORE EFFECTIVE retirement strategy.

– Tuesday, June 17 at 6:00 p.m.

Sherwood Forest Event Center

7400 Hickman Rd, Des Moines, IA 50325

At this dinner seminar, we'll discuss:

You Saved Well for Retirement. But Could Mistakes Affect the Next 25+ Years?

You spent your career building your savings. But retirement isn’t just about what you’ve saved—it’s about what you keep.

Most people don’t lose their wealth in one bad day. But some lose more than they need to, slowly—to taxes, inflation, and unclear income planning.

If you’re retired or nearing retirement, this dinner event is a chance to help uncover the gaps, risks, and opportunities in your current plan.

There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your hard-earned money.

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 help ensure they don’t outlive their savings.

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.

What’s your strategy for turning your savings into income that lasts the rest of your life—without running out, overpaying in taxes, or making costly mistakes? You only retire once. You can’t afford to get it wrong.

This event will reveal some common risks many retirees don’t even know they’re exposed to—until it’s too late. Start protecting your future with a seat at this eye-opening seminar.

Proactive Social Security Strategies

Crucial timing strategies for claiming Social Security many people overlook.

Tax-Efficient Retirement Income

How to avoid the retirement tax traps that catch many retirees off guard.

Investment Strategies for Volatile Markets

Why a market downturn in early retirement can disrupt your income plan.

Longevity & Income Planning

How to build an income strategy that adjusts for inflation and longer lifespans.

Your EXPERIENCED Presenter

Sean Stevens, CLU, ChFC

President | Midwest Associates Wealth Management

Since 1992, Sean Stevens, CLU, ChFC, has been helping create personalized financial strategies for those at or near retirement. Sean holds multiple degrees from Iowa Wesleyan University and two designations that signify his advanced financial and retirement income planning expertise.

Over Sean’s tenure, he has honed the skill of preparing for the surprises and uncertainties that the future may hold, crafting retirement strategies that are solid and resilient. With a personal commitment to aligning the ideal strategy with each individual’s unique circumstances, he helps ensure that hard-earned assets remain protected, paving the way for an ideal retirement. Sean thoroughly understands potential tax implications and actively seeks opportunities to potentially reduce or even eliminate those costs.

During his leisure time, Sean enjoys pickleball, bicycling, and traveling with Dory, his wife. He also has three children, Abby, Amanda, and Max. He also enjoys volunteering in his community specifically doing work with animal rescue and children’s charities.

"I’ve seen too many people do everything right — save, invest, work hard — and still end up with gaps in their plan. My goal is to help fix that, before it’s too late."

Frequently Asked Questions

What is Your Retirement Reality?

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 determine 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 applicable to your unique financial situation.

Why are you hosting this event?

The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.

What’s on the menu?

Buffet style dinner catered by The Great Caterers of Iowa. Salad and your choice of a chicken, pasta or beef entrée.

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!

Securities and investment advisory services* offered through World Equity Group, Inc., member FINRA / SIPC., a Registered Investment Adviser.

Midwest Associates Wealth Management offers insurance products and services. Midwest Associates Wealth Management, World Equity Group, Inc. and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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.