Peace of Mind Retirement Seminar Highlights

WHAT WE COVERED

1. MAXIMIZING YOUR RETIREMENT PORTFOLIO

• Market-linked income options for protection and growth
• Structured notes and dividend strategies
• Flexible income planning using bucket and time
  segmentation strategies
• Social Security timing optimization

OUR PROCESS: FROM DISCOVERY TO DELIVERY

1. Initial Consultation: Get to know your goals
   and concerns
2. Strategy Review: Identify blind spots and tailor
   your plan
3. Custom Roadmap: A personalized retirement
   strategy with Peace of Mind at its core

2. SMART INVESTMENT MANAGEMENT

• Reduced-fee, transparent investing
• Full independence—no proprietary constraints
• Access to alternatives: REITs, Bitcoin, structured notes

WHAT PEOPLE ARE SAYINg

“This was the first time I really understood my retirement plan.”

“Eye-opening session—especially the tax section!”

“Can’t believe how much we covered in just one evening.”

WHAT PEOPLE ARE SAYINg

“This was the first time I really understood my retirement plan.”

“Eye-opening session—especially the tax section!”

“Can’t believe how much we covered in just one evening.”

4. HEALTHCARE & LONG-TERM CARE

• Life insurance with living benefits
• Indexed Universal Life (IUL) strategies
• Medicare and pre-65 insurance support – retire before 65 without being burdened by the cost of health insurance
• Health expense projections tailored to your situation

Schedule your Appointment (15 minute phone call)

or Call or text us at (480) 525-1839

Email: theteam@eastvalleyretirement.com

REAL-LIFE CASE STUDY

We explored common pitfalls like withdrawing from an IRA too early instead of leveraging Social Security
strategies—showing how small timing shifts can have big retirement impacts.

From Our Family to Yours

We appreciate the opportunity to guide you through this important journey.

Led by Undrea Smith, RICP^® and a team that puts your Peace of Mind first.