Cinco Ranch Branch Library
2620 Commercial Center Blvd
Katy, TX 77494
Date & Time:
– Tuesday, October 10 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 Cinco Ranch Branch Library. 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:
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!
As a native Texan hailing from South Texas, Jonathan’s roots run deep in the Lone Star State. He was born and raised in South Texas, where his family has lived since the mid-1970s. He also pursued his education at Texas State University in San Marcos, TX, where he honed his knowledge and skills in the field. Jonathan has spent over 20 years in the finance and investment management world, including 12 years with a large Investment firm in Houston, TX.
When he’s not immersed in his professional pursuits, Jonathan prioritizes quality time with his spouse, Joy, and their two children, Brynlee (14) and Brooks (12). Soccer plays a central role in their lives, with both children excelling in the sport and actively participating in soccer clubs in the Houston Area.
The family enjoys vacationing, indulging in snow skiing adventures and beach trips, and relishing those cherished weekends spent relaxing at home by the pool. These shared experiences strengthen their bond and provide a well-deserved respite from their bustling lives.
Jonathan’s professional licenses include the Series 65 Securities License and Life Insurance License, illustrating his commitment to maintaining the highest standards of professionalism and expertise. Notably, he operates as a fiduciary, placing the best interests of his clients at the forefront of every decision he makes.
With Jonathan’s vast experience, dedication to client success, and passion for the industry, he is poised to make a significant impact on your financial journey. Whether you’re seeking guidance in investment management, personalized financial planning, or comprehensive advice, Jonathan possesses the knowledge and skills to guide you toward your goals.
TX State License #2890435
As President of Luca Financial, Brett Arnold has committed his career to working with Small Business Owners and Entrepreneurs, with a focus on providing Fractional CFO and Tax Planning services. Brett’s passion is to help each client grow their business, minimize their tax liability, and truly understand what story their financial statements are telling.
Prior to this role, Brett spent more than 10 years working with global corporations in many capacities, mostly handling complex accounting and financial reporting. In addition to Luca Financial, Brett also serves as Adjunct Professor for various universities where he teaches Accounting and Finance courses. With this experience, he has developed a comprehensive team and is extremely knowledgeable about the best practices and processes to make sure your accounting is exactly what you need for your organization and stakeholders.
Brett holds a Master of Accountancy (MAcc) from The University of Tulsa and a Bachelor’s Degree in Management from Evangel University. Additionally, he is also a Certified Public Accountant (CPA), holding licenses in Texas and Oklahoma.
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.