You're invited!
Maximize Your Social Security & Minimize Your Tax Burden
Join us for a no-cost, eye-opening retirement discussion. We’ll discuss how to keep more of your benefits, potentially reduce taxes on your income, and avoid costly mistakes that could affect your retirement strategy.
- "When should I take Social Security to get the most out of it?”
- “Am I paying more in taxes than I should be?”
- “How do Roth conversions and RMDs fit into my plan?”
Get the answers to your biggest questions—and walk away with clarity, confidence, and the information you need to help you create a strategy that’s built for today’s retirement landscape.
Secure your spot and learn ways to help protect what you’ve built. No cost. No pressure. Just clear answers.
Join us AND Leave with INSIGHTS TO HELP CREATE a MORE EFFECTIVE retirement strategy.
- Dates
– Tuesday, June 24 at 6:30 p.m.
– Thursday, June 26 at 6:30 p.m.
- Location
Mid America Christian University
3500 SW 119th St, Oklahoma City, OK 73170
At this seminar, we'll discuss:
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When to Take Social Security
Find out how the right timing can increase your lifetime benefits—and how to avoid costly mistakes.
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How to Pay Less in Retirement Taxes
Explore tax-efficient strategies like Roth conversions and withdrawal sequencing to help you keep more of your income.
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Understanding RMDs & Retirement Tax Traps
Find out how Required Minimum Distributions (RMDs) could affect your tax bill—and what to do now to prepare.
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Why Traditional Advice May Fall Short
Many strategies ignore rising taxes and changing rules. Uncover what today’s retirees must do differently.
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Income Planning That Adjusts With You
Discover how to align your income plan with inflation, market shifts, and evolving tax brackets.
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How to Leave More to Family—Not the IRS
See how tax-efficient legacy planning can help preserve more of your wealth for future generations.
You Saved Well for Retirement. But Could Mistakes Undermine It?
You did the hard part—building your savings. But retirement isn’t just about what you’ve saved—it’s about what you keep.
Failing to coordinate your Social Security and tax-minimization strategy could quietly erode your income over time. This event helps you uncover those risks—and gives you simple, smart steps to help protect what you’ve worked for.
There's no better time to align your Social Security and tax-minimization strategy to help ensure you keep more of your income in retirement.
Why Attend?
01
Preparedness
Understand how today’s laws and tax rules could affect your future—and how to prepare with confidence.
02
Preservation
Explore strategies designed to help reduce your tax burden so more of your income stays with you and your family.
03
Confidence
Know when to take action and why—so you can stop guessing and start planning for the retirement you deserve.
Protect your financial future.
Help Protect Your Income and Maximize What You Keep.
Do you have a strategy to help reduce your tax exposure and increase what you take home from Social Security?
This seminar will help you connect the dots between your benefits, tax-minimization strategy, and income plan—to help you retire with more clarity and confidence.
You only retire once. You can’t afford to get it wrong.
Timing Strategies for Social Security
How to claim benefits strategically based on your full financial picture.
Explore strategies designed to avoid unnecessary taxes and help stretch your income further.
Investment Risk & Market Volatility
Why drawdown strategy often matters more than investment performance after retirement begins.
Roth Conversions & RMD Coordination
Discover how to potentially reduce tax liabilities and control income in retirement.
Your EXPERIENCED Presenters
Rebecca Irey
Blue Sky Financial
Rebecca’s upbringing in South Dakota, during a period marked by widespread farm foreclosures and economic hardship, profoundly shaped her financial outlook. These early experiences were instrumental in developing the core philosophy of Blue Sky Financial: the importance of self-reliance and the cultivation of generational wealth, independent of external dependencies.
Together with her husband Quentin, Rebecca has raised a large and loving family of seven children and now delights in the joys of six grandchildren, residing just north of Austin, Texas. With a career in the financial sector that began in her college days, Rebecca’s dedication to assisting American families is unwavering. She is deeply committed to helping guide families towards rapid debt elimination and asset accumulation, employing budget-conscious methods and savvy strategies.
Rebecca is not just an advocate for reaching your retirement goals; she has expertise in helping design strategies for tax-free income streams in retirement. Her expertise extends from college financial planning to Medicare advocacy, helping ensure that families navigate the complexities of financial complexities that can come with retirement, with ease and confidence.
Jerry Lawrence
Blue Sky Financial
From the disciplined ranks of the Army to the nuanced world of retirement planning, Jerry has built a career marked by dedication, expertise, and a deep commitment to helping others.
During his eight years of military service, Jerry honed a unique set of skills that include strategic foresight, leadership under pressure, and a meticulous approach to problem-solving. These experiences provided him with a strong foundation for understanding the needs of those transitioning from active duty and planning for their futures.
After serving in Operation Desert Storm and transitioning from the military, Jerry embraced a new challenge as a retirement professional. Today, he prides himself in creating tailored retirement income plans that help ensure clients are well-prepared for the next chapter of their lives. With a focus on clarity and personalized service, Jerry helps clients navigate their financial futures with confidence.
With 25 years of experience in the financial industry he brings a wealth of experience and dedication to helping clients protect their financial futures, Jerry uses his extensive experience to help craft customized retirement strategies tailored to individual needs.
"I’ve seen too many people do everything right — save, invest, work hard — and still end up with gaps in their plan. My goal is to help fix that, before it’s too late."
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 determine 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 applicable to your unique financial situation.
Why are you hosting this event?
The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.
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!
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Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. 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.