Get clear answers to the retirement questions keeping you up at night. In one evening.
Todd Bauman has spent 32 years helping Las Vegas families find the exact gaps in their retirement plan. One evening at Nicco's and you leave knowing what to look at next. Dinner is on us.
Complimentary gourmet dinner for you and a guest · Seating strictly limited · Ages 55–70
Most people near retirement have assets.
Very few have a plan.
You have a 401(k). Maybe an IRA. A trust you set up years ago. A rough idea of when you will file Social Security. You have done the right things. You have saved.
But here is what 32 years of retirement planning has taught Todd Bauman: having assets is not the same as having a plan.
A plan answers the hard questions. When exactly do you convert to a Roth, and how do you do it without pushing yourself into a higher bracket? Is your trust actually going to keep your family out of probate? When you file Social Security, are you leaving money on the table? Are the beneficiaries on your accounts set up to send your assets where you intend?
Those are not trick questions. They are the questions that separate the families who retire the way they planned from the ones who do not.
Any one of these could change what your retirement actually looks like.
This is not a lecture. Todd has hosted thousands of these seminars and the promise is always the same: real answers in plain English.
01How to convert to a Roth IRA without increasing your tax bracket+
02Why your living trust may still end up in probate+
03The six negatives hidden inside every IRA+
04The right way to file Social Security+
05The difference between investments and a plan+
06How to set up beneficiaries the right way+
“Is something being sold at this dinner?”
There is no product pitch. No financial product presentation. No closing session at the end of the evening. You will not be asked to open an account or sign anything.
The Retirement Wake-Up Call is a presentation. Todd covers six topics that affect almost every retiree in Las Vegas. You ask questions. You eat a good dinner. You leave with information you can use.
If at some point after the seminar you want to explore what Bauman Wealth Advisors does for clients, that door is open. But that is your choice, on your timeline.
Dinner is on us at Nicco's.
Nicco's Prime Cuts and Fresh Fish
6915 S Durango Dr, Las Vegas, NV 89113
Thursday, June 18 · At capacity
Wednesday, June 24
Thursday, June 25, 2026
Presentation begins at 6:00 PM
Check-in starts at 5:45 PM
Nothing.
Complimentary presentation and gourmet dinner for you and one guest.
Men and women age 55–75.
If you are married, bring your spouse. These decisions affect you both.
Plain-English education.
One focused hour, six retirement topics, and time for questions.
For the comfort of all guests: no children, agents, or brokers permitted. An associate from Bauman Wealth Advisors will call to confirm your reservation before the event.
Todd Bauman
Todd Bauman grew up in Las Vegas. He graduated from the University of Nevada with a B.S. in Economics and spent the next 32 years building a practice that now serves thousands of families across the valley.
He has seen the same mistakes repeat themselves across decades of client work. Not because families were careless. 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.
Todd lives in Summerlin with his wife. They have five boys and six grandchildren. He golfs badly and says so. His seminars have been described, consistently, as the least boring financial presentation attendees have ever sat through. That is by design.
Choose your evening.
Dinner is on us.
Seating is limited and these evenings fill quickly. Fill out the short form and an associate from Bauman Wealth Advisors will call to confirm your spot.
An associate from Bauman Wealth Advisors will call to confirm your reservation. This event is for individuals age 55–70, and there is nothing for sale at this dinner.
Prefer to reserve by phone? Call (702) 718-7026