
Complimentary Dinner at Black Bear Diner in Washington, UT
Strategies to Help Maximize Your Income, Reduce Your Taxes & Retire Confidently
Gain Control of Your Taxes, Income & Social Security Benefits in Retirement

MENU
Your choice of Chicken Fried Steak, Slow Cooked Pot Roast, Roasted Turkey Dinner, Homemade Meatloaf, or Cobb Salad entrées.
Event Details
Black Bear Diner
965 Hoodoo Way
Washington, UT 84780
Event Options:
– Monday, September 30 at 5:30 p.m.
– Thursday, October 3 at 5:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details

Black Bear Diner
965 Hoodoo Way
Washington, UT 84780
Event Options:
– Monday, September 30 at 5:30 p.m.
– Thursday, October 3 at 5:30 p.m.
MENU
Your choice of Chicken Fried Steak, Slow Cooked Pot Roast, Roasted Turkey Dinner, Homemade Meatloaf, or Cobb Salad entrées.
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 Black Bear Diner 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.¹
- 4 common risks associated with retirement – and ways to overcome them.
- With interest rates at their highest level in years, individuals with a nest-egg, 401(k), IRA, TSP, or other retirement accounts can lock in decades of higher income, without any risk.
- How to avoid the biggest tax increases in your lifetime coming soon, so they do NOT affect your retirement.
- Learn Tax Planning Strategies to help you minimize liabilities and maximize returns.
- Market Risk: “Stay the course” is not a retirement strategy. We’ll go over the ways you can better protect your money from the ups and downs in the market with guaranteed income you can’t outlive!
- Social Security Optimization: Understand how to make the most of your Social Security benefits.
- And MUCH more!
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
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
Trent Dransfield, RFC, CFE | Dransfield & Associates
He has great passion in further assisting his clients and treating them the way he would like to be treated! He has earned three different degrees from Universities, including one in the medical field of Physical Therapy, where he learned the value of really connecting with his patients and now with his clients. Trent has a beautiful family with seven children and loves life!
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
*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.