Salt Lake City, UT

To Register, please fill out the form below!

Surviving Retirement

Many pre-retirees and retirees wonder, have they planned for retirement to ensure they don’t outlive their money? Are they ready? When can they retire? Have they done enough to protect their retirement? Are you prepared?


You and a guest are invited to join us for a fabulous dinner at Ruth’s Chris Steak House. This informative event is ABSOLUTELY FREE.

Your presenter, Bruce Tynan, is well versed on the topics of retirement income, tax planning and wealth management. He has hands-on experience in the financial services industry, serving individuals and couples.

Topics of discussion will include:

  • Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.
  • How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.
  • The New SECURE Act 2.0 and how you can avoid a big tax hit for you and your beneficiaries.
  • How to preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.

Many of our clients want to learn ways to increase their income, reduce taxes and not run out of money while minimizing unnecessary fees and market risk. This informational program addresses the facts, how to avoid the most common financial mistakes and take the wonder out of living your best life
in retirement.

Where: Ruth’s Chris Steakhouse
275 S. West Temple Street
Salt Lake City, UT 84101

Doors open at 5:30 PM
The Presentation Starts at 6:00 PM (and will be about an hour)

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-75 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

Surviving Retirement

Many pre-retirees and retirees wonder, have they planned for retirement to ensure they don’t outlive their money? Are they ready? When can they retire? Have they done enough to protect their retirement? Are you prepared?


You and a guest are invited to join us for a fabulous dinner at Ruth’s Chris Steak House. This informative event is ABSOLUTELY FREE.

Your presenter, Bruce Tynan, is well versed on the topics of retirement income, tax planning and wealth management. He has hands-on experience in the financial services industry, serving individuals and couples.

Topics of discussion will include:

  • Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law.
  • How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.
  • The New SECURE Act 2.0 and how you can avoid a big tax hit for you and your beneficiaries.
  • How to preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.

Many of our clients want to learn ways to increase their income, reduce taxes and not run out of money while minimizing unnecessary fees and market risk. This informational program addresses the facts, how to avoid the most common financial mistakes and take the wonder out of living your best life
in retirement.

Where: Ruth’s Chris Steakhouse
275 S. West Temple Street
Salt Lake City, UT 84101

Doors open at 5:30 PM
The Presentation Starts at 6:00 PM (and will be about an hour)

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-75 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

Turn Volatility Into Opportunity – Learn how to avoid potential pitfalls due to the massive changes occurring in Washington.

Many pre-retirees and retirees wonder, have they planned for retirement to ensure they don’t outlive their money? Are they ready? When can they retire? Have they done enough to protect their retirement? Are you prepared?


With heightened global market volatility and slower economic growth expected, even high net worth investors are concerned about their portfolio’s ability to support their lifestyle throughout retirement. More than ever, investors like you need a financial game plan that is able to adapt and adjust to changes in tax laws, the financial markets and the economic climate. Please join local wealth management specialists Brian Decker and Bruce Tynan for an informative meal event designed especially for individuals, couples or families with assets to protect. Whether you are saving for retirement, transitioning to retirement or living in retirement, you will learn the latest strategies and gain tools that you need to protect your wealth from unexpected market swings, historically low interest rates and new tax policies.

Topics of discussion will include:

  • How will the change of Administration and Congress affect my taxes in retirement?
  • How to preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.
  • Most common yet critical financial mistakes that even the most savvy investors fall victim to.
  • What specific steps can I take to protect my wealth from all this uncertainty?
  • How to convert your savings and investments into a steady stream of retirement income and which sources you should draw from first.
  • What impact will the rapidly increasing budget deficits have on my Social Security benefits, and how do I maximize them?
  • How do I develop a comprehensive plan to become Financially Independent in this volatile political and economic environment?
  • Come hear a CPA describe tax minimization approaches that could save you a LOT!

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP you don’t want to miss this seminar. This is an educational program only; there is no cost or obligation to attend. A fine complimentary meal follows. As fiduciaries, we are constantly striving to give our clients access to the most holistic retirement planning approach we can. As such, we will introduce you to the Certified Public Accountant and Attorney that all our clients have access to as just one of the many benefits we offer.

Where: Ruth’s Chris Steakhouse
275 S. West Temple Street
Salt Lake City, UT 84101

Doors open at 5:30 PM
The Presentation Starts at 6:00 PM (and will be about an hour)

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-75 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

Turn Volatility Into Opportunity – Learn how to avoid potential pitfalls due to the massive changes occurring in Washington.

Many pre-retirees and retirees wonder, have they planned for retirement to ensure they don’t outlive their money? Are they ready? When can they retire? Have they done enough to protect their retirement? Are you prepared?


With heightened global market volatility and slower economic growth expected, even high net worth investors are concerned about their portfolio’s ability to support their lifestyle throughout retirement. More than ever, investors like you need a financial game plan that is able to adapt and adjust to changes in tax laws, the financial markets and the economic climate. Please join local wealth management specialists Brian Decker and Bruce Tynan for an informative meal event designed especially for individuals, couples or families with assets to protect. Whether you are saving for retirement, transitioning to retirement or living in retirement, you will learn the latest strategies and gain tools that you need to protect your wealth from unexpected market swings, historically low interest rates and new tax policies.

Topics of discussion will include:

  • How will the change of Administration and Congress affect my taxes in retirement?
  • How to preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.
  • Most common yet critical financial mistakes that even the most savvy investors fall victim to.
  • What specific steps can I take to protect my wealth from all this uncertainty?
  • How to convert your savings and investments into a steady stream of retirement income and which sources you should draw from first.
  • What impact will the rapidly increasing budget deficits have on my Social Security benefits, and how do I maximize them?
  • How do I develop a comprehensive plan to become Financially Independent in this volatile political and economic environment?
  • Come hear a CPA describe tax minimization approaches that could save you a LOT!

If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP you don’t want to miss this seminar. This is an educational program only; there is no cost or obligation to attend. A fine complimentary meal follows. As fiduciaries, we are constantly striving to give our clients access to the most holistic retirement planning approach we can. As such, we will introduce you to the Certified Public Accountant and Attorney that all our clients have access to as just one of the many benefits we offer.

Where: Ruth’s Chris Steakhouse
275 S. West Temple Street
Salt Lake City, UT 84101

Doors open at 5:30 PM
The Presentation Starts at 6:00 PM (and will be about an hour)

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-75 with at least $250,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.

NOTE: Your reservation is NOT confirmed until speaking with a Decker team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for individuals looking to obtain financial information and or advice.
  • If you have already attended a previous event with us, we kindly ask that you contact us to schedule a no-cost visit with one of our purebred fiduciaries instead.
  • If you are a financial advisor or if you are in the financial services industry, we ask that you not attend.