Timely Event at The Water Oasis in Newberg, OR
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Event Details
The Water Oasis
15055 NE Dopp Rd, Newberg, OR 97132
Event Options:
– Wednesday, April 30 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with The Water Oasis event venue.
Do you have a plan to help maximize your retirement income and avoid outliving your savings? Join us for a special presentation at The Water Oasis 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.
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps you can take to avoid one of the biggest fears of 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.
- 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 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 strategy.
Meet Your Host
Dan Kutzkey, Founder & Financial Advisor, Maxwell Financial Group
Dan joined the Trapani group in downtown Los Angeles in developing their retirement plans division and implementation of his personally developed client relationship management systems. After parting ways with Trapani and the Northwestern Mutual team, Dan joined the MassMutual General Agency of Capstone Partners Financial and Insurance as the Director of Financial Planning and Manager of Advanced Cases Division. His mission was to assist high-level and large volume insurance producers and financial advisors with growing their practices, increasing case sizes, financial plans, and educating them on the more complex problems that confront top producers in our industry today and their clients with unique solutions. While in this role, Dan developed the intellectual property that is the foundation of Maxwell Financial Group.
California Insurance License #0F05581
© 2025 Your Retirement Reality | Privacy Policy
Investment advisory services offered through duly registered individuals on behalf of Maxwell Financial Group, Inc, a SEC Registered Investment Advisory firm. Maxwell Financial Group, Inc and Your Retirement Reality are unaffiliated entities. Licensed Insurance Professional.
Maxwell Financial Group, Inc is a Registered Investment Advisor with FINRA and organized under the state of California and Oregon. Representatives of Maxwell Financial Group, Inc. may offer fee-based financial services in conjunction with other financial products not affiliated with the Maxwell Financial Group. Maxwell Financial & Insurance Services Agency, California Insurance License #0I67794, also licensed to conduct life/health business in multiple states and Investment Advisory services in all U.S. states. Daniel Kutzkey, CA License #: 0F05581. Please speak with your representative for a comprehensive list of services. Investment products and services carry risk and, as such, are not guaranteed. Maxwell Financial Group, Inc. and its representatives do not provide tax or legal services, please consult your tax or legal professional for any recommendations that may impact your tax or legal circumstances.
This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and we do not offer, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory relationship.
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.