Taxes DeclassifiedDo you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and uncertainty around future Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?
Join us for an informative presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
*This seminar is not affiliated with or sponsored by NWACC Washington County.
Event Details
NorthWest Arkansas Community College Washington County
6101 Watkins Av, Springdale, AR 72762
Event Options:
– NWACC Washington County on August 3 at 3:30 p.m.
– NWACC Washington County on August 3 at 6:30 p.m.
Join us for a special presentation at NorthWest Arkansas Community College Washington County while we discuss the following important topics for those in or nearing retirement:
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for confirmation purposes. Seating is limited. There is no charge to attend.
Professional Insight
Live instruction from knowledgeable financial professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.
Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.
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.
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.
© 2023 Taxes Declassified | Privacy Policy
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
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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.