Complimentary Lunch Event at Wilson Creek Winery in Temecula, CA

Maximizing Your Retirement Income & Surviving Market Volatility

Gain Control of Your Taxes, Income & Social Security Benefits in Retirement

We All Deserve A Retirement We Can Be Confident In

Do you have a plan to ensure you won’t outlive your retirement income or pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

This event will meet in the ballroom and will enjoy an artisan deli buffet served with wine.

Event Details

Wilson Creek Winery
35960 Rancho California RoadTemecula, CA 92591

– Wednesday, August 17 at 12:00 p.m.

Join us for a complimentary meal and special presentation at Wilson Creek Winery while we discuss the following important topics for those in or nearing retirement:

What we’ll cover:

  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed changes² to tax laws, market volatility and rising inflation may have on your retirement income.³
  • How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
  • Critical steps to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
  • Social Security timing and claiming strategies to help maximize your benefits.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes² go into effect.³
  • Planning for rising health care premiums that may cost the average retiree hundreds of thousands of dollars in retirement.
  • How to help preserve your assets to create a lasting legacy for your loved ones.
  • Understanding potential risks that may derail your retirement and how you may be able to avoid them.
  • And MUCH more!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income plan.

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.


Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan.

Medical expenses represent

67% of all personal

bankruptcies in retirement.¹

Sounds crazy, but it’s true. That projection even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?


billing statement


Michael Brown, CFP®
President & Founder

Michael D. Brown, CFP® and lifetime MDRT member, has been in the financial services industry for over 30 years. In the course of that time, he has come to realize that you can’t measure meaningful success in terms of occupation or income level. For him, its true measure lays in the number of people he serves.

CA Ins. License # 0614715

Casey Brown-Deel
Junior Partner / Financial Representative

Casey Brown-Deel graduated from California State Polytechnic University, Pomona with a Bachelors Degree in Communication Studies. She had the privilege of witnessing first hand the building of a very successful Financial Planning Firm, and has gained a considerable amount of knowledge about how to help people plan and achieve their financial goals. Casey has the ability to help people recognize their needs and prioritize accordingly.Casey’s Credentials include: *BA in Communication Studies, Cal Poly 2005 *CTEC Registered Tax Return Preparer *California Department of Insurance Life & Health License *Series 6 Securities License.

Casey lives in Temecula, California with her husband, Jerry, and their two daughters, Samantha and Lucy. Her hobbies include horses, reading, living healthy and traveling.

CA Ins. License # 0I23254

© 2022 Your Retirement Reality | Privacy Policy

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insuranc Company, and the companies available through the Preferred Product Network, IncSM. Securities and advisory products offered through Principal Securities, Inc., (800) 247-1737, member SIPC , Principal National, Principal Life, Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Michael D Brown, Principal Securities Registered Rep and Financial Advisor. MD Brown Financial is not affiliated with any of the companies of the Principal Financial Group.

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. 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. 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.