Bentonville, AR | TAX Seminar | March 2024 | ARE-15744

Complimentary Event at NWACC Center for Health Professions in Bentonville, AR

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Event Details

NWACC Center for Health Professions
1 College Dr
Bentonville, AR 72712

Event Date & Time:

– Tuesday, March 26 at 6:30 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 NWACC Center for Health Professions. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s new and changing for taxes and Social Security in 2024.²
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.
And much more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

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:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Hosts

Jeff Huff, ChFC®, CFP®, Owner & President | Lighthouse Planning Partners

For more than 20 years, Jeff has been helping clients implement comprehensive systems for both wealth accumulation and tax minimization strategies completely independent of any outside influence.

A Christian planner who is honest, knowledgeable and generous, Jeff exists to help clients navigate the different phases of their financial lives while growing through understanding and implementing Kingdom principles. He is committed to keeping clients informed of how their money is working for them, always putting their needs first.

Jeff loves helping people achieve their retirement goals by designing wealth building, retirement income and distribution strategies. His desire to keep learning drives him, as well as the encouragement of his wife and two daughters.

To best serve his clients, Jeff holds the Chartered Financial Consultant® (ChFC®) and the Certified Financial Planner® (CFP®) designations. Jeff is also a Chartered Leadership Fellow® (CLF®) through the American College.

Outside of work, Jeff enjoys biking, golfing and time spent with his wife over morning coffee. He is involved with his church and has a passion for foreign missions. Jeff is currently completing a master’s degree program through Southwestern Theological Seminary.

Jason Kaundart, Advisor | Lighthouse Planning Partners

Energetic, honest, and caring, Jason is committed to always putting his clients’ needs first. He thoroughly enjoys the process of getting to know his clients and their families so he can better design strategies for their unique situations. He believes every time he interacts with a client provides an opportunity to help them and be blessed by the interaction.

Jason is Series 65 licensed. He is also licensed to sell property, casualty and life insurance in three states. This allows him to use his expertise to help clients protect what they value most and assist them in reaching their retirement income goals. He takes pride in knowing he can find the right strategies for them for preserving and growing their retirement income. He likes working at a firm where they are able to see the entire game—both the defense and the offense—when it comes to retirement income planning that includes a comprehensive system for liability protection, wealth accumulation, and tax planning.

Jason graduated with his Bachelor of Science in general science from the University of Central Arkansas. When he’s not in the office, he enjoys working out, watching sports, going to church, and spending time with his wife and three daughters.

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

*This event is not sponsored by or affiliated with the NWACC system.

Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Lighthouse Insurance & Financial Group, American National family of companies, SM&R, and BFC Planning, Inc. are independent entities.

Jeff Huff AR License #: 1233173
Jason Kaundart AR License #: 15669635

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.