Complimentary Dinner at Saltgrass Steak House in Webster, TX

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

Event Details

Saltgrass Steak House
20241 Gulf Fwy
Webster, TX 77598

Dinner Options:

– Monday, October 6 at 6:00 p.m.

– Tuesday, October 7 at 6:00 p.m.

RSVP NOW!

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

MENU
Your choice of dinner entree includes: Chicken Fried Chicken Tenderloin Tips with garlic mashed potatoes, Grilled or Fried Shrimp, Grilled Chicken Breast, Wagon Boss Center-Cut Top Sirloin (6 oz), Signature Steak & Shrimp (6 oz), or a Bacon Wrapped Filet (6 oz). Each entree comes with your choice of soup or salad and one side: French fries, mashed potatoes, cilantro Spanish rice, flash fried green beans, or Brussels sprouts..

Event Details

Saltgrass Steak House
20241 Gulf Fwy
Webster, TX 77598

Dinner Options:

– Monday, October 6 at 6:00 p.m.

– Tuesday, October 7 at 6:00 p.m.

MENU
Your choice of dinner entree includes: Chicken Fried Chicken Tenderloin Tips with garlic mashed potatoes, Grilled or Fried Shrimp, Grilled Chicken Breast, Wagon Boss Center-Cut Top Sirloin (6 oz), Signature Steak & Shrimp (6 oz), or a Bacon Wrapped Filet (6 oz). Each entree comes with your choice of soup or salad and one side: French fries, mashed potatoes, cilantro Spanish rice, flash fried green beans, or Brussels sprouts..

RSVP NOW!

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 Saltgrass Steak House. 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 changing for taxes and Social Security in 2025.
  • 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
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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!

Yes, I Want To Attend

Meet Your Host

Steve Neustaedter
CFP®, CKA® CERTIFIED FINANCIAL PLANNER™ | SWAN Wealth Management LLC
Steve Neustaedter, a Certified Financial Planner and a Certified Kingdom Advisor, with over 29 years of experience, brings a wealth of knowledge and expertise to his role as financial advisor.

His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.

Mr. Neustaedter received his B.S. degree in Business Management from the School of Business at Kansas State University. He is an Investment Advisor Representative with Creative Financial Designs. Steve has lectured at various businesses, institutions and churches around the United States. Steve proudly served in The United States Coast Guard, is a boating enthusiast and pursues the Lord with a passion. Steve holds a state Life and Health Insurance license, several professional designations including, a CFP®?, CKA®? and his series 6, 63, 65, and 7 securities licenses. You can reach him at (281) 549-4444 or by email at [email protected].
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© 2025 Taxes Declassified | Privacy Policy

CA License #: 0D48925
TX License #: 1273643

Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities are offered though CFD Investments, INC., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Swan Wealth Management, LLC is not affliated with the CFD companies. Neither Swan Wealth Management or the CFD Companies offer Tax or legal advice.

Steve Neustaedter is an Investment Adviser Representative with Creative Financial Designs, Inc. and a Registered Representative with cfd Investments, Inc., a member of FINRA and SIPC. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).Licensed Insurance Professional.

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.