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Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Your Event Date & Time:

- University of the Ozarks on Thursday, April 4 at 6:30 p.m.

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Thank you for registering for our upcoming event at University of the Ozarks located at 415 North College Avenue, Clarksville, AR 72830. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– University of the Ozarks on Thursday, April 4 at 6:30 p.m.

 

This event will be held in the Wilson Science Building. Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

 

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at  [email protected]. at your earliest convenience so we can accommodate other guests accordingly.

 

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Lucas Cox, CFP®, CKA®, NSSA®
Managing Member at The Lighthouse Planning Company

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Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. The Lighthouse Planning Company, The Lighthouse Insurance Company, Lighthouse Planning Partners and CreativeOne Wealth, LLC are not affiliated. Arkansas State License Number: 17267948

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. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.