JOIN US FOR A COMPLIMENTARY PRESENTATION

RETIREMENT SUCCESS IN 2025 AND BEYOND

Dinner Presentation For You and A Guest

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What You'll Learn

  • IRA WITHDRAWALS: How withdrawals from your IRA could cause you to lose up to one-third of your Social Security.
  • Learn how you may be able to DEFER & REDUCE TAXES in retirement.
  • Reduce or potentially ELIMINATE TAXES on your Social Security.
  • Learn how to get tax-free INCOME, tax-free LONG-TERM CARE protection, and a tax-free LEGACY to your heirs.
  • What steps you can take NOW to stay ahead of INFLATION!
  • Discover how to PROTECT your portfolio from market losses while still growing along with the market.
  • RETIREMENT INCOME strategies you can use so you don’t outlive your money.
  • Maximize the LEGACY left to your children, grandchildren, and charity.
  • Learn to navigate STOCK MARKET VOLATILITY and protect your assets.

Featured Speaker

Michael Neuenschwander, CPA, CFP®

Michael Neuenschwander, CPA, CFP®, is the Owner of Outlook Wealth Advisors, a licensed CPA and CERTIFIED FINANCIAL PLANNER®, and a Council of Financial Educators Member and Instructor. For over 20 years, Michael has helped area residents with financial planning, specializing in retirement planning, IRA/401(k) distribution, tax strategies, and legacy planning, and enhances the course with real-life examples of the principles being taught.

A Houston native and Texas A&M graduate, Michael has a Bachelor’s degree in accounting and a Master’s degree in finance.

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