Will you pay more taxes in retirement than you expect?

You and one guest are invited to a complimentary dinner at Perry's Steakhouse & Grille

Friends sharing wine and laughing together
Friends enjoying dinner together in a warm evening setting

What's included

A complimentary dinner at Perry's Steakhouse & Grille

Practical strategies to reduce taxes and protect your wealth in retirement

Relaxed conversation with other members of the Lone Tree community

Common questions we get asked:

  1. 01

    Why might I pay more in taxes during retirement than I expect?

  2. 02

    Could Roth conversions help reduce my lifetime tax bill?

  3. 03

    What is the most tax-efficient way to draw from my 401(k), IRA, and other accounts?

  4. 04

    How can I protect my retirement wealth from taxes, market risk, and rising costs?

  5. 05

    How can I turn my savings into dependable, tax-smart retirement income?

Request your spot now

Seating is intentionally limited to keep the evening personal — pick a date, then request a seat below.

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Attendance is selective. Seat requests are reviewed and subject to availability. Your seat is confirmed only after you receive a confirmation.

If you have any questions about your reservation, or if you want to change it, call 720-412-0228.

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Backed by a network of 100+ trusted advisors

A few of the trusted advisors in our network

Amelia K. Wullenschneider

Amelia K. Wullenschneider

Money Educator & Financial ProfessionalIndependent Financial Professional

Evergreen, CO
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Kristin Lavelle

Kristin Lavelle

Financial ProfessionalThe Lavelle Group

Golden, CO
Financial PlanningCorporate FinanceClient Strategy
Nate Bengali

Nate Bengali

Principal & Senior Wealth AdvisorCompound Planning

Denver, CO18+ yrs experience
Investment ManagementEquity CompensationRetirement Planning
Forbes America's Top RIA Firms 2025
Frank E. Oliver, III

Frank E. Oliver, III

President & FounderOliver Asset Management

Longmont, CO25+ yrs experience
Retirement PlanningIRA & Tax PlanningSocial Security
Ed Slott's Master Elite IRA Advisor Group™
Nick Schneider

Nick Schneider

CFP®, ChFC®

Managing Partner & Senior Wealth AdvisorForty North Wealth

Denver, CO17+ yrs experience
Retirement PlanningFinancial Planning

Disclosures

This event is organized and hosted by GillyReach, Inc. on behalf of the presenting advisor. GillyReach receives compensation from the presenting advisor for event coordination and referral services.

The advisor hosting your event is an independent, vetted professional selected from the GillyReach advisor network based on fit and availability, and confirmed prior to the event. Advisors in the network are separate and unaffiliated with GillyReach, and any advisory or insurance services are provided solely by the individual advisor or their firm.