
Complimentary Dinner at Stonewood Grill & Tavern in University Park, FL
Retirement is Within Reach
Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently

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Your choice of an entrée between the Filet Mignon, Cedar Plank Roasted Salmon or Tuscan Chicken.
Event Details
Stonewood Grill & Tavern
5415 University Pkwy
University Park, FL 34201
Event Options:
– Tuesday, June 10 at 6:00 p.m. – Thursday, June 12 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details

Stonewood Grill & Tavern
5415 University Pkwy
University Park, FL 34201
Event Options:
– Tuesday, June 10 at 6:00 p.m. – Thursday, June 12 at 6:00 p.m.
MENU
Your choice of an entrée between the Filet Mignon, Cedar Plank Roasted Salmon or Tuscan Chicken.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a strategy to help maximize your income in retirement and avoid outliving your savings? Join us for a complimentary meal and special presentation at Stonewood Grill & Tavern while we discuss the following important topics for those in or nearing retirement:
- 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 changes to tax laws, market volatility and rising inflation may have on your retirement income.
- How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
- Steps to help you reduce one of the biggest concerns of many 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 changes go into effect.
- Planning for rising health care premiums that may cost the average retiree tens 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: 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!
Do you have a retirement income strategy 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 no-cost retirement snapshot analysis for your current retirement income plan.


Meet Your Host
Joshua Storey | Founder & Wealth Manager | Candor Wealth Strategies
Joshua Storey is the Founder of Candor Wealth Strategies and has more than a decade of financial services experience. He serves clients with diligence, sincerity and drive. He prides himself on being able to connect with clients naturally and authentically. He explains complex rules and concepts in an easily understandable way, helping reduce any overwhelming feelings the client may feel that are often associated with finances.
He brings focus to the importance of overall portfolio design structured on tax mitigation, two important areas that deserve attention in an overall long-term plan. He is committed to providing the highest level of service and performance to clients and their families while upholding the highest standards of integrity and client-first service.
Joshua has always been skilled in math and analytical planning. He combines these skills with his enjoyment of working with people and creating long-term relationships to prepare clients for their best financial future.
He believes that knowledge is key for himself and his clients. He wants clients to understand the details of their plan. Joshua earned a degree in Business Finance from University of South Florida. He has experience working at large industry firms and has managed over $100 Million in client assets during his last role.
In his free time, Joshua spends time with his wife Grace and son Jaxon enjoying the beach, pool, neighborhood events, professional sports outings, movies, and restaurants. He also loves cooking, playing golf and poker with friends.
© 2025 Your Retirement Reality | Privacy Policy
*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.
Investing involves risk, including possible loss of principal. 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.