Complimentary Dinner at Uptown Grill in La Salle, IL
Retire Smarter in 2025
The New Rules for Wealthy Retirees
Event Details
Uptown Grill
601 1st St,
La Salle, IL 61301
Event Options:
– Tuesday, June 24 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
MENU
Your choice of an entrée between the Pasta Bolognese, Broiled Whitefish or Spicy Thai Peanut Chicken. Each comes with a salad and a side of rice or steamed mixed vegetables.
Join Retirement Specialist Christian Cyr, CPA, CFP®, host of the Retirement For Life Podcast, for a truly essential dinner seminar and insightful presentation at Uptown Grill in La Salle.
Discover actionable strategies to address critical areas head-on; from navigating potential retirement tax traps and optimizing Social Security benefits to creating a resilient retirement income paycheck and planning effectively for healthcare costs. Topics covered will include:
- How Washington D.C. has changed the dynamics of retirement planning.
- Outdated Strategies: Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees.
- The Hidden Roth Conversion Window: Why the clock is ticking on this incredible tax saving strategy.
- Optimizing Your Social Security: Important decisions you need to make now.
- Creating Your Retirement Paycheck: Income strategies for a secure retirement.
- Investment Risk Management: Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
- Beyond Investing: The essentials of a complete retirement plan.
- Healthcare Costs in Retirement: Planning for the unexpected.
- And MUCH more!
This event is thoughtfully tailored for those nearing retirement or those that have retired in the last five years AND have done a great job building their savings. If that sounds like you, we’d love to see you there!
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!
Tailored for diligent retirement-savers, don’t miss this must-attend 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 complimentary retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Medical expenses represent
67% of all personal
bankruptcies in retirement.¹
Sounds crazy, but it’s true. Think about it: A typical 65-year-old retired couple in 2023 faces an estimated $315,000 in subsequent healthcare costs. That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?
Meet Your Host
Christian Cyr CPA, CFP®, President, Cyr Financial Wealth Advisors
Today, Chris channels his expertise into guiding families through the AIM Retirement System, a comprehensive three-step retirement and income planning process. His focus lies in maximizing retirement success, implementing tax minimization strategies, and fostering multi-generational wealth for his clients.
Chris holds a master’s in finance from the University of Illinois-Chicago and a bachelor’s in finance from Eastern Illinois University. He has been a CPA since 1999 and is also a CFP® and licensed in all lines of insurance.
Chris’s enthusiasm for retirement planning extends beyond client interactions. He is a sought-after speaker, captivating audiences nationwide with his insights and strategies delivered in an engaging and comprehensible manner. His podcast, Retirement For Life, serves as a platform to passionately disseminate his wealth of knowledge. Chris has been featured on prominent platforms such as Strategic Investor Radio and the National Association of Active Investment Managers’ Shark Tank competition. His expertise has also been showcased in esteemed media outlets like MSN, Yahoo News, CBS News, and U.S. News and World Report.
Chris and his wife, Jamie balance life between Hennepin, Illinois and Sarasota, Florida. They are the proud parents of three adult children: Joseph, Emma, and Benjamin. In his leisure time, he enjoys golfing, gardening, pickleball, bicycling, and contributing to various municipal and non-profit boards.
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¹ https://www.retireguide.com/retirement-planning/risks/medical-bankruptcy-statistics/
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.