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You choice of Steak or Chicken.
Event Details
Ruth’s Steak House
5433 Westheimer Rd #100, Houston, TX 77056
Morton’s Steakhouse
5000 Westheimer, Suite 190, Houston, TX 77056
Event Options:
– Ruth’s Chris Steak House on Wednesday, February 25 at 6:30 p.m.
– Morton’s The Steakhouse on Thursday, February 26 at 12:30 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Event Details
Ruth’s Steak House
5433 Westheimer Rd #100, Houston, TX 77056
Morton’s Steakhouse
5000 Westheimer, Suite 190, Houston, TX 77056
Event Options:
– Ruth’s Chris Steak House on Wednesday, February 25 at 6:30 p.m.
– Morton’s The Steakhouse on Thursday, February 26 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 Ruth’s Chris 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:
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!
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!
Eddie brings over a decade of expertise in financial services, with a focused commitment to guiding individuals and families toward achieving their long-term retirement goals. 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 minimization strategy, and insurance planning into one cohesive, client-centered experience. His holistic approach helps ensure 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 strategies.
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.
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TX License # 1903658
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.