Broomfield, CO Retirement Income Planning May 2025 ARE-18779

Timely Event at Omni Interlocken in Broomfield, CO

Retirement is Within Reach

Strategies to Help Maximize Your Income, Reduce Taxes and Retire Confidently

Event Details

Omni Interlocken
500 Interlocken Blvd
Broomfield, CO 80021

Event Options:

– Thursday, May 29 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Event Details

Omni Interlocken
500 Interlocken Blvd
Broomfield, CO 80021

Event Options:

– Thursday, May 29 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your retirement income and avoid outliving your savings?

Join us for a special event at Omni Interlocken where we will 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
How you may be able to create guaranteed income in retirement and protect your savings from market volatility.*
Steps you can take to avoid one of the biggest fears of Baby Boomers—running out of money in retirement.
Social Security timing and claiming strategies to help maximize your benefits.
Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.¹
Planning for rising health care premiums that may cost the average retiree tens of thousands of dollars in retirement.²
How to help preserve your assets to create a lasting legacy for your loved ones.
Understanding potential risks that may derail your retirement and how you may be able to avoid them.
And MUCH more!

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Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. 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 income strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.

Meet Your Host

Eric Butler | Eastsound Capital Advisors

Eric’s career is highlighted by his ability to discern effective practices in wealth management. His insights into the ‘good, bad, and ugly’ aspects of financial advisory services have driven him to contribute to a firm that embodies his ethos of excellence and integrity. At Capital Advisors 360, he is dedicated to redefining client service, ensuring that every strategy and decision is aligned with the best interests of his clients.
An advocate for effective retirement outcomes, Eric’s approach is characterized by a deep-seated care for his clients’ financial well-being. His expertise encompasses a broad spectrum of wealth management strategies, and he seeks to tailor these to suit the unique needs of each individual client.
Outside the realm of finance, Eric is a devoted family man. He takes great joy in watching his two daughters excel in softball, an activity that brings him immense pride. His leisure time is often spent engaging in outdoor pursuits, with fishing and golfing being his preferred modes of relaxation. These hobbies offer him a balance, allowing him to recharge and maintain his focus on his professional and personal commitments.
Eric attended Metro State University. Eric’s professional ethos, combined with his personal interests and background, make him a relatable and trusted figure in the world of wealth management. His work at Capital Advisors 360 is not just about providing financial advice, but about building lasting relationships based on trust, integrity, and a mutual desire for success.

Eastsound Capital Advisors, LLC and Taxes Declassified are not affiliated. Licensed Insurance Professional.

Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.

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.