Complimentary & Timely Estate Planning Event at the Eldorado Community Center

Estate Planning Strategies​

Tips to Help Maximize Your Financial Legacy

Event Details

Eldorado Community Center
7651 E Murray LnScottsdale, AZ 85257

Date & Time:

– Wednesday, May 15 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?


Join us at Eldorado Community Center for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:

  • The advantages and disadvantages of wills and trusts.
  • Reducing tax exposure when transferring assets to heirs.
  • How to plan your estate to make sure it passes on to your loved ones most efficiently.
  • How probate works and, more importantly, how you can avoid probate altogether.
  • Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
  • Identifying the documents needed to preserve your estate.
  • Establishing a power of attorney and why it could be important.
  • Strategies to help preserve heirs from blowing their inheritance. 
  • Leveraging dollars for planned charitable giving.
  • Why putting property in your children’s names may be a mistake. 
  • Developing a plan to pay for nursing home expenses if needed while in retirement.
  • And much more!

Privacy Policy: 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 an estate plan 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 complimentary retirement snapshot analysis for your current plan.

67% of Americans

have no estate plan.²

Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.


Meet Your Host

Christopher Lutzel | Grand Canyon Planning Associates
Christopher Lutzel has worked in the financial industry for over 25 years, starting as a life insurance agent in 1990 and holds his Arizona insurance license. Since 1994, Chris has been a Registered Representative and an Investment Advisor Representative with significant wirehouses, a regional brokerage firm, and currently as an independent. He has Series 7 General Securities Representative and Series 63/65 Uniform Security Agent State Law registrations.

His primary focus is on:
– Accumulation and distribution phase of retirement planning
– Estate planning including wills, trusts, and powers of attorney
– Tax planning strategies to help reduce taxable income

Additionally, he is a Volunteer Veterans Advocate, helping veterans and their families obtain the Aid & Attendance and Housebound pension benefits. Chris is also on the Board of Directors, and Treasurer for the Arizona Elk Society, a local 501(c)3 non-profit organization to improve Arizona’s wildlife and habitat.

Guest Speaker

Jonathan Muntz | Elder Law Attorney

The Law Office of Jonathan R. Muntz, PLC


9035 E Mountain View Rd
Scottsdale, AZ 85258
[email protected]

© 2024 Your Retirement Reality | Privacy Policy




Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an investment advisor. Grand Canyon Planning Associates, LLC and CreativeOne Securities, LLC are not affiliated.

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. We recommend that you seek professional legal advice for applicability to your personal situation.


By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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. For more information, please consult a local Social Security Administration office, or visit