Event Details
Ledger Bentonville
240 S Main St
Bentonville, AR 72712
Event Options:
– Monday, March 17 at 6:00 p.m. – Tuesday, March 18 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Ledger Bentonville. We will discuss the latest changes in Washington D.C. and strategies you can use to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
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Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Prior to founding BRPG, Kelly was responsible for the formation of a financial planning and estate planning team focused on targeted income planning, tax saving strategies and tax efficient wealth transfer for clients across the country and has headed up forums for hundreds of wealth preservation seminars and thousands of retirees throughout the U.S.
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© 2025 Taxes Declassified | Privacy Policy
*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.