Houston, TX | Taxes & Retirement Meal | February 2026

Complimentary Meal at Mccormicks and Schmick's, Ruth's Steak House, and Morton's Steakhouse in Houston, TX

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

MENU
You choice of Steak or Chicken.

Event Details

Mccormicks and Schmick’s, Ruth’s Steak House, and Morton’s Steakhouse
1151 Uptown Park Blvd #01
Houston, TX 77056

Event Options:

– McCormick & Schmick’s on Tuesday, February 17 at 6:30 p.m.

– Ruth’s Chris Steak House on Wednesday, February 18 at 6:30 p.m.

– Morton’s The Steakhouse on Thursday, February 19 at 12:30 p.m.

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

Event Details

Mccormicks and Schmick’s, Ruth’s Steak House, and Morton’s Steakhouse
1151 Uptown Park Blvd #01
Houston, TX 77056

Event Options:

– McCormick & Schmick’s on Tuesday, February 17 at 6:30 p.m.

– Ruth’s Chris Steak House on Wednesday, February 18 at 6:30 p.m.

– Morton’s The Steakhouse on Thursday, February 19 at 12:30 p.m.

MENU
You choice of Steak or Chicken.

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 Mccormicks and Schmick’s, Ruth’s Steak House, or Morton’s 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 changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s new and changing for taxes and Social Security in 2026.
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.
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 disrupt 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

Eddie Zavala | Ascend Integrated Wealth

Eddie brings over a decade of expertise in financial services, with a focused commitment to guiding individuals and families toward achieving long-term retirement success. Through personalized and strategic planning, he helps clients navigate complex financial decisions with clarity and confidence.
As co-founder of Ascend Integrated Wealth, Eddie envisioned a firm built on the principle of integration—bringing together investment management, tax strategy, and insurance planning into one cohesive, client-centered experience. His holistic approach ensures that every element of a client’s financial life is aligned with their personal goals, risk tolerance, and future aspirations.
Eddie holds a bachelor’s degree in economics from East Carolina University and has earned the Retirement Income Certified Professional® (RICP®) and Accredited Investment Fiduciary® (AIF®) designations. He is also licensed in life and health insurance in the state of Texas, further enabling him to deliver comprehensive financial solutions.
A native of Honduras, Eddie is fluent in both English and Spanish, allowing him to serve a diverse clientele with thoughtful communication and cultural understanding.

Investment Advisory Services are offered through Mariner Independent Advisor Network, LLC, an SEC Registered Investment Adviser. Ascend Integrated Wealth and Mariner Independent are unaffiliated entities.

Click below for important disclosures:

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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.