Taxes DeclassifiedTaxes Declassified
Event Details
NorthWest Arkansas Community College – Washington County Campus
6101 Watkins Ave
Springdale, AR 72762
Event Options:
– Tuesday, July 30 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 NorthWest Arkansas Community College – Washington County Campus. 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:
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!
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!
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® and the Certified Financial Planner® designations. 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 recently completed a master’s degree program through Southwestern Baptist Theological Seminary.
Lucas holds a true desire to understand the client and help them meet their needs. His expertise is designing client strategies and thinking outside of the box when it comes to financial planning. Honest and caring, Lucas makes it a priority to always put clients’ needs first, driven by his inclination to live out his potential of helping others. As a CFP® professional, he feels most proud when he receives a compliment from one of his clients because he knows he’s done his best taking unclear scenarios and shedding a light on them, giving them confidence in their financial futures. Lucas enjoys getting to know his clients and is a true believer that their needs come first, and that products are just the tools to get them there, not the focus of the strategy conversation. He earned his bachelor’s in public relations from the University of Central Arkansas and holds his Series 66 securities license in multiple states. Lucas is also licensed in life, health, property, and casualty insurance. Outside of the office, you can find Lucas serving at his church, running and spending time with his wife and children.
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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, 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.