You're invited!
Retirement is Within Reach
Join us on
– Monday, April 28 at 5:30 p.m.
– Wednesday, April 30 at 5:30 p.m.
for a timely and informative retirement income planning seminar. We’ll discuss strategies to help you:- Maximize Your Income
- Reduce Taxes
- Retire Confidently
Seating is limited. This is a no-cost, no-obligation event.
Event Details
- Dates
– Monday, April 28 at 5:30 p.m.
– Wednesday, April 30 at 5:30 p.m.
- Location
The Water Oasis
15055 NE Dopp Rd, Newberg, OR 97132
100,000+
have attended Your Retirement Reality’s nationwide events and walked away with newfound confidence and actionable retirement strategies.*
Event Details
Location
The Water Oasis
15055 NE Dopp Rd, Newberg, OR 97132
Date & Time
– Monday, April 28 at 5:30 p.m.
– Wednesday, April 30 at 5:30 p.m.
What's on the menu?
Registration Closes In:
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your hard-earned money.
At this seminar, we'll discuss:
-
Outdated Strategies
Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees. -
Distribution Pitfalls
Identify common mistakes in retirement asset distribution and learn strategies to help ensure your money lasts.
-
Tax Minimization Strategies
Understand the impact of rising taxes on your retirement income and strategies designated to mitigate these risks. -
Investment Risk Management
Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
-
Retirement Income Planning
Learn ways to help optimize your retirement accounts, decide between tax-deferred and tax-free accounts, and potentially minimize taxes. -
Maximizing Social Security
Explore strategies designed to help maximize your benefits.
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 do everything they can to preserve and protect their assets.
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.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenter
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
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 understand 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.
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
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.
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.