Avon, OH | Taxes & Retirement Dinner | June 2025 | ARE-18935

Complimentary Dinner at Strip Steakhouse in Avon, OH

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Strip Steakhouse
36840 Detroit Rd
Avon, OH 44011

Dinner Options:

– Monday, June 30 at 6:30 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

MENU
Your choice of entrée between the 8 oz Tenderloin Filet or Creamy Chicken Pasta. All served with seasonal vegetables, salad and dessert.

Event Details

Strip Steakhouse
36840 Detroit Rd
Avon, OH 44011

Dinner Options:

– Monday, June 30 at 6:30 p.m.

MENU
Your choice of entrée between the 8 oz Tenderloin Filet or Creamy Chicken Pasta. All served with seasonal vegetables, salad and dessert.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Strip Steakhouse. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

The impact of proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2025.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may derail your retirement and you may be able to avoid them.

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 tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Tim Schultz, NSSA®, Founder & President of Preservation Retirement Services | Insurance Professional | Preservation Retirement Services

As owner and founder of Preservation Retirement Services, Tim Schultz loves spending time with clients to help create retirement income strategies designed to help them enjoy their retirement.

Tim was inspired to enter the industry by a disappointing venture into the stock market that followed his mother’s battle with breast cancer and death in 2008. After losing $80,000 of the $200,000 that his mom left him in life insurance, Tim became a Licensed Financial Professional to help others preserve what they have worked so hard to earn.

Protection and consistency over risk and speculation is Tim’s motto. He thrives to seek principally protected strategies for his clients to help handle possible market downturns.

Tim holds a Bachelor of Business Administration from the University of Iowa. Now living in the Cleveland area, he sometimes feels he is a Hawkeye trapped in a Buckeye world, but he wouldn’t have it any other way.

He and his wife, Laura, have a daughter, Samantha, and a son, Caspian. They live in Westlake and are proud owners of two lovable-but-goofy dogs, Rosie and Louis Buttercup, as well as a cat, Gimlet Marie.

In Tim’s free time, he loves spending time fishing, playing ping-pong, watching science fiction movies and being outside with his family. After losing his mother, he became a passionate advocate for breast cancer research and once rode a bike for 24 consecutive hours to raise money for the cause.

Retirement Ready TV with Tim & Laura Schultz

Tune in Saturdays at 10:30am for our Retirement Ready TV episodes.

Licensed Insurance Professional.

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.