The Ledger Building
240 S Main St
Bentonville, AR 72712
Tuesday, September 26 at 6:00 p.m.
– OR –
Wednesday, September 27 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 The Ledger Building. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Here’s what we’ll cover:
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!
Kelly J. Carter is the co-founder/CEO of Beacon Retirement Planning Group, Inc. and has over 30 years of experience as a financial life planner. BRPG is proud to be at the forefront of the pioneering trend of integrating life planning with financial planning. This dynamic team-based approach allows them to develop a comprehensive financial life plan that aligns each client’s values and priorities. There is no “one size fits all” strategy for retirement planning and it is important to select an advisory firm who understands what is important to you.
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.
AR Insurance #1014579
Linda Stubblefield is a Certified Financial Planner with 30 years of experience, focusing on the complete financial picture for her clients, whether they are business owners, employees, or retired individuals. She includes a complete evaluation of income needs, cash flow, protections, growth of assets and legacy planning. She works within the family structure to help minimize taxes and maximize benefits and inheritance.
As a specialty focus, Linda has worked with hundreds of women, many of whom found themselves suddenly single, with a new job of financial management thrust upon them in a time of chaos. Within this context, Linda created powerful tools and concepts that consistently changed lives as women grasped the concepts they so desperately needed. Her book, Hidden Figures: Seven Numbers Women Must Know for Financial Success and financial coaching program work hand in hand to bring peace and structure to financial management.
Previously, she has managed branch offices for Morgan Stanley and owned her own financial planning and divorce analysis firm (CDFA) in Washington and Arizona. She has held a SEC Series 7 license to advise and sell securities since 1990 and has been a Certified Financial Planning Practitioner since 1996.
AR Insurance #70917
Kelly J. Carter: AR Insurance #1014579
Linda Stubblefield: AR Insurance #70917
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and CreativeOne Wealth, LLC are not affiliated.
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, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.