Important Webinar for Baby Boomers
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for a special webinar to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Do you have a plan to help ensure you won’t outlive your retirement income? Join us for a special, live webinar where we will discuss the following important topics:
- 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.
- Social Security timing and claiming strategies to help maximize your benefits.
- 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!
WEBINAR DATES & TIMES
– Wednesday, November 5 at 6:00 p.m. MDT
– Saturday, November 8 at 10:00 a.m. MDT
– Tuesday, November 11 at 6:00 p.m. MDT
REGISTRATION CLOSES IN:
Why attend?
This webinar 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 strategy.
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?
Exclusive Offer
All attendees are eligible to receive a complimentary copy of “The Retirement Tax Revolution”, from your presenter and best-selling author, Erik Bowman.
Whether you’re approaching retirement or already there, this book offers clear explanations, real-life examples, and actionable strategies to help you take control.
*While supplies last.
FEATURED PRESENTERS:
Erik Bowman, RICP®, NSSA®, CTS™
CEO & Founder of Bowman Financial Strategies
Erik Bowman, RICP®, NSSA®, CTS™ is the founder of Bowman Financial Strategies and author of The Retirement Tax Revolution. Since 2009, he has helped retirees and pre-retirees create tax-efficient retirement plans that protect and grow their wealth. Erik has shared his expertise with thousands through workshops, his Uncommon Cents podcast, and his book, empowering people to make smarter decisions about their financial future.
A U.S. Army veteran and University of Colorado graduate, Erik brings the same leadership and commitment he demonstrated in service to guiding families toward a confident retirement. He and his wife, Heidi, live in Castle Pines, CO, where they’ve raised four children and enjoy the outdoors, travel, and music.
Brandon Metcalf
Client Service Advisor at Bowman Financial Strategies
Brandon is a Client Service Advisor at Bowman Financial Strategies. His primary duties include implementing brokerage investment strategies, managing client cash flow, and helping clients in a multitude of service roles.
He attended the University of Nebraska, graduating with a degree in Business Economics. Brandon worked at Union Bank and Trust in Lincoln, NE for five years. He also worked at Modern Woodmen Life Insurance Company prior to joining Bowman Financial Strategies. He enjoys sports, having grown up playing football, basketball, and golf.
© 2025 Your Retirement Reality | Privacy Policy
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.