You're invited!
Retirement is Within Reach
Join us for a complimentary, 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.
- "Am I going to outlive my money?"
- "Do I actually have a plan… or just a portfolio?"
- "What if I’m doing everything right… but it’s not enough?"
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. No cost. No pressure. Just clear answers.
Join us AND Leave with INSIGHTS TO HELP CREATE a MORE EFFECTIVE retirement strategy.
- Dates
– Tuesday, June 17 at 6:00 p.m.
- Location
Georgetown Public Library
402 W 8th St, Georgetown, TX 78626
At this seminar, we'll discuss:
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Will My Money Last?
Strategies designed to create reliable retirement income that lasts 25+ years — without guesswork or outdated rules.
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How to Pay Less in Retirement Taxes
Explore tax efficient moves—like Roth conversions—that can potentially lower your tax bill in retirement and help you keep more of your income working for you.
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The Right Time to Take Social Security
Claiming at the wrong time could cost you. We'll discuss optimizing your benefits based on your broader income strategy.
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Why Many Retirement Plans Fall Short
Traditional advice ignores inflation, taxes, and longevity. Get to know what many modern retirees need to succeed.
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The Shift from Saving to Spending
Distribution planning is different. Discover how to draw income without derailing your long-term goals.
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Looking After Your Family and Legacy
See how to structure your strategy to help preserve wealth, minimize taxes, and support the people and causes you care about.
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. They lose it slowly—to taxes, inflation, and unclear income planning.
If you’re retired or nearing retirement, this 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.
Preserve your financial future.
This event will reveal 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
The crucial timing strategy for claiming Social Security many people overlook.
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 Presenters
Richard King & Lynne Wiggins
Ariv Wealth
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 tailored 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.
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!
© 2025 Your Retirement Reality | Privacy Policy
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (RFG Advisory or RFG) a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Texas State License #: 2093634
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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.