You're Invited!
Retirement is Within Reach
Join us for a complimentary, gourmet lunch and eye-opening retirement discussion. We’ll discuss how to help you:
- Maximize your retirement income
- Protect your assets from taxes and market volatility
- Make informed decisions about your Medicare options
Secure your spot and learn ways to help protect what you’ve built. Complimentary lunch included. No cost. No pressure. Just clear answers.
You're Invited!
Retirement is Within Reach
Event Details
- Dates
– Friday, October 24 at 11:30 a.m.
- Location
Eat’n Park
100 Park Manor Dr, Pittsburgh, PA 15205
At this lunch seminar, we'll discuss:
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Will My Money Last?
Learn how to create reliable retirement income that can last 25+ years — without guesswork or outdated rules.
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How to Pay Less in Retirement Taxes
Explore strategic moves—like Roth conversions—that can help lower your tax bill in retirement and help you keep more of your income working for you.
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The Right Time to Take Social Security
Claiming at the wrong time could cost you. Learn ways to help optimize your benefits based on your broader income strategy.
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Why Some Retirement Plans May Fall Short
Traditional advice often ignores inflation, taxes, and longevity. Learn what modern retirees need to help them succeed.
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The Shift from Saving to Spending
Distribution planning is different. Discover how to draw income without derailing your long-term goals.
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Protecting Your Family and Your Legacy
Learn how to structure your plan to help preserve wealth, potentially minimize taxes, and support the people and causes you care about.
You Saved Well for Retirement. But Could Mistakes Affect the Next 25+ Years?
You spent your career building your savings. But retirement isn’t just about what you’ve saved—it’s about what you keep.
Most people don’t lose their wealth in one bad day. But some lose more than they need to, slowly—to taxes, inflation, and unclear income planning.
If you’re retired or nearing retirement, this dinner event is a chance to help uncover the gaps, risks, and opportunities in your current plan.
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your hard-earned money.
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 help ensure they don’t outlive their savings.
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.
This event will reveal some common risks many retirees don’t even know they’re exposed to—until it’s too late. Start protecting your future with a seat at this eye-opening seminar.
Proactive Social Security Strategies
Crucial timing strategies for claiming Social Security many people overlook.
How to avoid the retirement tax traps that catch many retirees off guard.
Investment Strategies for Volatile Markets
Why a market downturn in early retirement can disrupt your income plan.
Longevity & Income Planning
How to build an income strategy that adjusts for inflation and longer lifespans.
Your EXPERIENCED Presenter
Glen Wantje
Wantje-Novelli Group
When it comes to retirement income planning, Glen is determined, confident and experienced. Having 20+ years in the retirement services industry, Glen focuses on retirement income planning for his clients.
Attentive and creative, Glen prides himself on the good communication skills and hard-working personality he brings to his business. That kind of work ethic leads to mutual respect—and satisfied clients.
As co-founder of Wantje Novelli Group, Glen is committed to keeping his clients informed every step along the way during the planning process. By working together before and during a client’s retirement, you’re given the ability and insights to make necessary changes as needs shift and life evolves.
Glen is adamant Wantje Novelli Group maintains an independent, non-restrictive approach to retirement income planning because then he can help implement strategies that are right for his clients without corporate interference or influence. That independence allows access to the best possible products for each client, and having been in the business since 1998, Glen has seen many clients’ retirement income plans develop into exactly what they wanted. It gives him the utmost satisfaction to realize that the strategies they developed together are flexible by design and able to handle change, regardless of what the future may hold.
Outside of the office, you’ll find Glen enjoying the outdoors, especially doing some hunting or fishing. He also likes to travel to new places as much as he can and enjoys spending time with his wife Beth, their two children, Rex and Grace, and Maverick, their black lab.
Your EXPERIENCED Presenter
Nick Novelli
Wantje-Novelli Group
Nick Novelli is the President and Founder of MediLink Insurance. MediLink Insurance is a technology-forward health insurance brokerage dedicated to providing comprehensive health insurance strategies across Medicare and individual & family health insurance. Working with those preparing for retirement or already retired, Nick ensures to prioritize a client-first approach, focusing on finding the best health insurance strategies tailored to the unique needs of each individual.
A University of Pittsburgh graduate with a passion for sports, he brings a competitive spirit to the insurance industry. With four years at the helm of MediLink Insurance, Nick Novelli has successfully built a company dedicated to providing consumers with help navigating Medicare and Individual Healthcare, as well as other insurance needs.
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.
What’s on the menu?
There will be a light lunch served, including sandwich wraps, chicken tenders, and a salad bar.
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© 2025 Your Retirement Reality | Privacy Policy
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.
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.