You're invited!
Retirement is Within Reach: Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently
Join your local host at The Water Oasis on Wednesday, April 30 at 6:00 p.m. for a timely and informative retirement income planning seminar. During this event, we’ll discuss:
- Modern strategies being used in today's retirement landscape.
- Strategies designed to help increase your retirement success and protect your assets from market volatility.
- Different ways to build tax-efficient and tax-free income strategies into your retirement plan.
Seating is limited. This is a no-cost, no-obligation event. This event is not sponsored by or affiliated with The Water Oasis event venue.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
The Water Oasis
15055 NE Dopp Rd, Newberg, OR 97132
Date & Time
– Wednesday, April 30 at 6:00 p.m.
Registration Closes In:
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your 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- Outdated Strategies: Discover why traditional retirement strategies may no longer work and learn new paradigms for today’s retirees.
- Retirement Income Planning: Learn ways to help optimize your retirement accounts, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- 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.
- Maximizing Social Security: Explore strategies designed to help maximize your benefits.
- Investment Risk Management: Learn how to help protect your assets from market volatility and effectively diversify your retirement portfolio.
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.
Tax-Efficient Retirement
Income
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.
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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.