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Event Details
Shack Breakfast & Lunch
14810 Clayton Rd
Chesterfield, MO 63017
Event Options:
– Wednesday, August 13 at 7:30 a.m. – Thursday, August 14 at 12:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend! The contents of this presentation are best suited for those with at least $200,000 in investable assets.
Event Details
Shack Breakfast & Lunch
14810 Clayton Rd
Chesterfield, MO 63017
Event Options:
– Wednesday, August 13 at 7:30 a.m. – Thursday, August 14 at 12:00 p.m.
MENU
Full Breakfast & Lunch Menu
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 Shack Breakfast & Lunch. 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:
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! The contents of this presentation are best suited for those with at least $200,000 in investable assets.
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
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:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Jason Williams is the principal and founder of Retirement By Design, a wholly-owned subsidiary of E-Cover Me, where he and his team prioritize helping their clients achieve financial stability. As Senior Benefits Advocates, they take a holistic approach to effective distribution planning through appropriate risk management.
Formally trained in retirement strategies and business continuation, Jason’s expertise lies in understanding, informing, and helping find strategies for his clients’ issues based on their age, risk tolerance, and long-term financial goals. Specializing in the senior market helps Jason to focus specifically on tax-preferred asset preservation for his clients.
Jason puts his clients’ best interests first to achieve maximum retirement income while controlling risk and providing confidence and financial stability. His focus on building a culture of accountability, integrity, communication, and successful planning are time-tested cornerstones of his practice.
Jason lives in Maryland Heights, Missouri, with his 16-year-old son Jackson. In their free time, they enjoy volunteering at animal shelters, traveling across the country to experience nature and their favorite beaches, and finding recipes from all over the world to make together for their family dinners.
Starting in the insurance and financial industry in 1992, Charlotte Fraser has spent the last three decades of her career helping her clients by utilizing asset preservation and accumulation techniques to help reduce their financial risk. Her focus is on long-term care, life insurance, annuities, and Medicare.
Charlotte’s approach to working with clients on their financial futures in retirement is focused on informing and direction. She enjoys helping to reduce and even potentially eliminate taxes on their Social Security, while still preserving what they have saved throughout their working life. Charlotte’s goal is to always help her clients utilize strategies that receive the highest possible return on their money, while also helping ensure it lasts through retirement and is safely passed on to heirs, churches, or charities.
© 2025 Taxes Declassified | Privacy Policy
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.