Complimentary Lunch at Picoso's Mexican Kitchen in Lubbock, TX
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
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Delicious entrée choices include: Crispy Taco Salad, Ensalada Fresca, Enchiladas, Quesadilla, Crispy Relleno, or Birria Tacos.
Event Details
Picoso’s Mexican Kitchen
7611 Milwaukee Ave
Lubbock, TX 79424
Event Options:
– Thursday, March 13 at 12:00 p.m. – Thursday, March 20 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Picoso’s Mexican Kitchen
7611 Milwaukee Ave
Lubbock, TX 79424
Event Options:
– Thursday, March 13 at 12:00 p.m. – Thursday, March 20 at 12:00 p.m.
MENU
Delicious entrée choices include: Crispy Taco Salad, Ensalada Fresca, Enchiladas, Quesadilla, Crispy Relleno, or Birria Tacos.
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 Picoso’s Mexican Kitchen 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 proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.¹
- 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.
- Social Security timing and claiming strategies to help maximize your benefits.
- Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
- Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
- How to help preserve your assets to create a lasting legacy for your loved ones.
- Understanding potential risks that may derail 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 Host
Dereck Blair | President of Caprock Financial
Dereck uses this same philosophy in financial planning, to help and guide individuals, families, and businesses he works with; to plan for the good but be well prepared for the unfortunate situations that potentially may happen. He does this by using a very comprehensive and personal planning system.
After attending West Texas A&M University, Dereck founded Caprock Financial so that he could implement his philosophy and help families like his protect and grow their generational wealth without the constant worry that they may lose the things they worked so hard for. Today he lives a life that he’s proud of in Shallowater where he is married to the love of his life, Heather, and raising their six amazing children.
TX State License #1722299
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
*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.