Thanks for signing up for one of our upcoming events!
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Success!
Thank you for registering for our upcoming event at Saltgrass Steak House located at 4044 S JB Hunt Dr, Rogers, AR 72758. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].
Event Dates & Times:
– Tuesday, March 11 at 6:30 p.m.
– Thursday, March 13 at 6:30 p.m.
Please arrive 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!
Zachary Griswold, Financial Advisor
Family Wealth™
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FamilyWealth Advisers, LLC is a Registered Investment Adviser headquartered in Lake Mary, FL providing service to individuals and corporate clients. FamilyWealth Asset Management, LLC is a Registered Investment Adviser headquartered in Dallas, TX providing portfolio management and other financial services to clients and investment advisers.
Past performance is no guarantee of future results. All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation mix will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial adviser about your individual situation. Investments in bonds are subject to interest rate, credit, and inflation risk.
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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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.