
You're invited!
Women & Wealth: Planning for the Unique Challenges Women Face in Retirement
Women often face unique and challenging obstacles in retirement, particularly overcoming the retirement income gap. Join your local host at Saltgrass Steak House on Monday, June 16 or Tuesday, June 17 at 6:00 p.m. for a complimentary dinner while we discuss important financial topics for women in or nearing retirement. During this event, we’ll cover:
- Unique retirement planning challenges for women: Addressing longevity, lower earnings and higher health care costs.
- Closing the retirement savings gap: Strategies designed to overcome disparities in savings and help ensure a stable future.
- The rise of women in wealth management: Women are expected to control most of the $30 trillion in financial assets passed down by Baby Boomers by 2030.¹
Seating is limited. This is a no-cost, no-obligation event.

Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
Saltgrass Steak House
20241 Gulf Fwy, Webster, TX 77598
Date & Time
– Monday, June 16 at 6:00 p.m.
– Tuesday, June 17 at 6:00 p.m.
What's on the menu?
Your choice of entrée between: Steak, Chicken, Fish or Shrimp
There's no better time to reevaluate your retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Creating reliable income in retirement: Maximizing Social Security, pensions and other income streams.
- Impact of life-changing events: How career changes, family dynamics and caregiving responsibilities shape women’s financial planning.
- Tax-efficient retirement savings strategies: Leveraging tax-deferred, taxable and tax-free accounts to grow wealth.
- Health care planning for women: Preparing for higher health care and long-term care expenses.
- The role of life insurance in financial stability: How it provides protection and additional income opportunities.
- Getting started with a personalized financial strategy: Steps to build confidence and help achieve financial independence.
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 do everything they can to preserve and protect their assets.
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.
Discover ways to be confident about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Explore different ways to help maximize your benefits and help ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Find out how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenter

Steve Neustaedter CFP®, CKA® CERTIFIED FINANCIAL PLANNER™ | SWAN Wealth Management LLC
Steve Neustaedter, a Certified Financial Planner and a Certified Kingdom Advisor, with over 28 years of experience, brings a wealth of knowledge and expertise to his role as financial advisor.
His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.
Mr. Neustaedter received his B.S. degree in Business Management from the School of Business at Kansas State University. He is an Investment Advisor Representative with Creative Financial Designs. Steve has lectured at various businesses, institutions and churches around the United States. Steve proudly served in The United States Coast Guard, is a boating enthusiast and pursues the Lord with a passion.
Steve holds a state Life and Health Insurance license, several professional designations including, a CFP®, CKA® and his series 6, 63, 65, and 7 securities licenses. You can reach him at (281) 549-4444 or by email at [email protected].
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 tailored to your unique financial situation.
What’s on the menu?
Your choice of entrée between: Steak, Chicken, Fish or Shrimp
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!
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management
CA License #: 0D48925
TX License #: 1273643
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities are offered though CFD Investments, INC., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Swan Wealth Management, LLC is not affliated with the CFD companies. Neither Swan Wealth Management or the CFD Companies offer Tax or legal advice.
Steve Neustaedter is an Investment Adviser Representative with Creative Financial Designs, Inc. and a Registered Representative with cfd Investments, Inc., a member of FINRA and SIPC. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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.