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Join your local host. Tim Schultz of Preservation Retirement Services and Retirement Ready TV, at Hyde Park Prime Steakhouse on Tuesday, March 18 or Wednesday, March 19 at 6:30 p.m. for a complimentary dinner and timely, informative tax minimization and retirement income planning seminar. During this event, we’ll discuss:
Seating is limited. This is a no-cost, no-obligation event.
Hyde Park Prime Steakhouse
26300 Chagrin Blvd, Beachwood, OH 44122
– Tuesday, March 18 at 6:30 p.m.
– Wednesday, March 19 at 6:30 p.m.
Your choice of the filet, lemon chicken or salmon. Each entrée is served with a wedge salad, mashed potatoes and seasonal vegetables, and dessert.
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
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.
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.
Stop worrying 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…
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
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
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.
Tune in Saturdays at 10:30am for our Retirement Ready TV episodes.
What is Taxes Declassified?
Taxes Declassified 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 understand 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 the filet, lemon chicken or salmon. Each entrée is served with a wedge salad, mashed potatoes and seasonal vegetables, and dessert.
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*Information is applicable to all events conducted by its collective members through Taxes Declassified 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.