You're invited!
Maximizing Social Security Benefits & Minimizing Taxes: Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Join your local host at Saltgrass Steak House on Tuesday, March 11 or Thursday, March 13 at 6:30 p.m. for a complimentary dinner and informative tax and Social Security planning seminar. During this event, we’ll discuss:
- Upcoming changes to taxes: Implications of the 2025 expiration of the Tax Cuts and Jobs Act.
- Social Security taxation: Ways to help reduce tax liability on Social Security and other income sources.
- Tips to maximize your Social Security benefits: Key strategies like delaying benefits, coordinating with your spouse and minimizing taxes.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
Saltgrass Steak House
4044 S JB Hunt Dr, Rogers, AR 72758
Date & Time
– Tuesday, March 11 at 6:30 p.m.
– Thursday, March 13 at 6:30 p.m.
What's on the menu?
Your choice of a steak, chicken or fish entrée.
Registration Closes In:
There's no better time to reevaluate your tax and retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Social Security and Tax Strategies: Learn how planning can help maximize your monthly income.
- Dealing with Stealth Taxes: Identifying and managing tax implications in retirement planning.
- Retirement Income Planning: Learn ways to help optimize your retirement strategies, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- Filing at the Right Time: Explore how your age at filing can significantly affect your monthly benefits.
- Spousal and Survivor Benefits: Maximize benefits for married, divorced or surviving spouses.
- Employment: Understand how working impacts your Social Security benefits.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenter
Zachary Griswold, Financial Advisor | Family Wealth™
With a robust background in healthcare management, where I successfully ran multiple million-dollar companies, I discovered my true passion lies in personal finance. Transitioning from helping large corporations to empowering everyday individuals, I have dedicated the past six years to guiding clients through legacy planning, retirement planning, tax reduction, and maximizing social security benefits.
My approach to personal finance is holistic and tailored to each client’s unique needs, helping ensure that every financial plan is as individual as the person it serves. I am committed to making a positive impact on my clients’ financial well-being.
Outside of my professional life, I am happily married and blessed with two healthy children. I feel fortunate to combine my passion for finance with my desire to help others, creating a fulfilling and rewarding career.
Frequently Asked Questions
What is Your Retirement Reality?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
What’s on the menu?
Your choice of a steak, chicken or fish entrée.
This is a no-cost, no-obligation event. We are confident it will be time well spent. If married, both spouses should attend. We also encourage you to invite two guests. The invitation allows for a total party of four and all attendees should be at, or near, retirement ages. Choose from the events below and make your reservation today!
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¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
FamilyWealth™ offers numerous financial services and technology solutions to advisers and firms nationwide. FamilyWealth™ has created a digital WealthTech ecosystem that brings together a suite of tools, including CRM, Analytics, Unified Managed Household Accounts, Digital Account Opening, Asset Management, Proposal Generation, and Compliance into a customizable Adviser portal, called Adviser View.
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.
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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.
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.