Six things quietly costing retirees the most.
Todd Bauman explains all six over dinner at Holiday Inn Resort Mesquite. One evening, Tuesday, October 20. Dinner is on us.
Reserve by Monday, October 12.
Our last Las Vegas dinner filled. Complimentary for you and a guest · Ages 50 to 75
Dinner is on us at Holiday Inn Resort Mesquite.
Right off Interstate 15, minutes from Sun City Mesquite and about 40 minutes from St. George. Free parking on site.
For the comfort of all guests: no children, agents, or brokers permitted. An associate from Bauman Wealth Advisors must confirm your reservation before the event.
Where
Holiday Inn Resort Mesquite
333 N Sandhill Blvd
Mesquite, NV 89027
Date
Tuesday, October 20, 2026
One evening only.
Time
Check-in 5:00 PM
Presentation 5:30 PM. Entry is not permitted after 5:30 PM.
Your cost
Nothing.
Complimentary presentation and dinner for you and one guest.
Who this is for
Men and women age 50 to 75.
Minimum $250,000 in investable assets. If you are married, you must bring your spouse.
What to expect
About an hour of plain-English answers.
A good dinner, then time for your questions. Nothing is sold.
Which one keeps you up at night?
Tap any topic to see what we cover. Most guests find at least two that apply to them.
Converting the wrong amount in the wrong year can push you into a higher tax bracket and raise your Medicare premiums. We show you how to size a conversion so it works for you instead of against you.
A trust only protects the assets that were actually moved into it. We walk through the most common way trusts fail and how to check yours in ten minutes.
Every IRA carries the same six built-in problems, starting with required withdrawals that now begin at age 73 for most people. Most owners have never had anyone point them out.
Claim too early and you lock in a smaller check for life. Wait too long and you may leave money behind. We show you how to think about the right age for your situation, not the average person's.
A pile of accounts is not a plan. We show you what a real income plan looks like, and a simple way to tell whether you have one.
Beneficiary forms override your will. One outdated form can send money to the wrong person or hand your kids a tax bill. We show you what to check and how often.
All six topics, one evening, dinner included.
Most people near retirement have assets.
Very few have a plan.
You saved for decades. You have an IRA, maybe a 401(k), a brokerage account, a house, and a trust somebody set up years ago. On paper it looks fine.
But nobody has ever sat down and shown you how those pieces work together. When you take money out, in what order, and what the IRS takes at each step. Which account your spouse inherits and what happens to it. Whether the trust actually holds what you think it holds.
That is the gap this dinner closes. Not with a sales pitch, and not with a stack of jargon. With plain answers to the six questions that decide how much of your money you keep.
Which one do you have?
A pile of accounts
- An IRA, a 401(k), a brokerage account, and a trust that were never looked at together
- A CPA, an attorney, and an advisor who have never met
- No idea which account to draw from first, or what the IRS takes at each step
- Beneficiary forms filled out years ago and never checked since
A real retirement plan
- One income plan that shows what you spend, from which account, in what order
- Your tax, legal, and investment decisions made together, not in three separate offices
- A Roth conversion sized for your bracket and your Medicare premiums, not a guess
- A trust that actually holds your assets, and beneficiaries that match your wishes today
Reserve by Monday, October 12 · Dinner is on us
Is something being sold at this dinner?
Nothing is sold from the stage. No products, no packages, no "act tonight" offer. You come, you eat, you learn, you leave with clearer answers than you walked in with.
If you want to keep talking afterward, you can ask for a complimentary consultation with our team. Plenty of guests do. Plenty do not. Either way is fine with us.
Todd Bauman
Todd Bauman is the Founder and CEO of Bauman Wealth Advisors, a Las Vegas native, and the host of "Dollars & Sense" on FOX 5. Across more than 30 years in business, he has helped Nevada families turn a pile of accounts into an actual retirement plan.
He has seen the same gaps repeat themselves across decades of client work. Not because families were careless, but because nobody had ever sat down and walked them through the real picture.
That is what the Retirement Wake-Up Call is. It is the conversation most people should have had ten years ago and still have not had. Now it is coming to Mesquite.
Reserve Your Seat →Questions people ask us.
Is the dinner really complimentary?
Yes. Dinner for you and one guest is on us. There is no fee and nothing is sold at the event. An associate from Bauman Wealth Advisors will call to confirm your reservation.
Where is it, and is parking free?
Holiday Inn Resort Mesquite, 333 N Sandhill Blvd, Mesquite, NV 89027, just off Interstate 15. Self-parking at the resort is free.
I live in Sun City Mesquite or St. George. How far is the drive?
From Sun City Mesquite it is about a 10 minute drive. From St. George it is about 40 minutes down Interstate 15. Check-in opens at 5:00 PM and the presentation starts at 5:30 PM.
Can I bring my spouse or a guest?
Yes. Each reservation covers you and one guest. If you are married, please bring your spouse so you both hear the same information.
Will anyone try to sell me something?
No. Nothing is sold from the stage and there is no pressure to book anything. If you want to talk further afterward, you can ask for a complimentary consultation. You are under no obligation to do so.
What if my plans change after I reserve?
Let us know when our associate calls to confirm your seat, or call our office at (702) 897-9997. We give the resort a final dinner count on Monday, October 12, so an early heads-up helps.
One evening. Dinner is on us.
Tuesday, October 20 at Holiday Inn Resort Mesquite. Check-in 5:00 PM. Fill in the form and an associate will call to confirm your seat.
An associate from Bauman Wealth Advisors will call to confirm your reservation. This event is for individuals age 50 to 75 with a minimum of $250,000 in investable assets, and there is nothing for sale at this dinner. For the comfort of all guests: no children, agents, or brokers permitted.