Complimentary Workshop at Northwest Arkansas Community College- Washington County in Springdale, AK

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income and Reduce Your Taxation in Retirement

Event Details

Northwest Arkansas Community College- Washington County
6101 Watkins AveSpringdale, AK 72762

Event Options:

– Northwest Arkansas Community College on June 6 at 3:30 p.m.

– Northwest Arkansas Community College on June 6 at 6:00 p.m.

Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and reduce taxation? Join us for a special workshop at Northwest Arkansas Community College where we will discuss the following important topics:

  • What’s new for Social Security and what may be changing in 2023
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
  • Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
  • How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
  • How properly claiming spousal benefits may increase your lifetime Social Security income.
  • How Social Security ties into your overall retirement income plan.
  • Common filing mistakes and how to avoid them.
  • Survivor Benefits: What they are and how they work.
  • And MUCH more!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³

Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.

Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.

Meet Your Host

Jason Kaundart, Advisor, Lighthouse Insurance & Financial Group
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 Your Retirement Reality | Privacy Policy




Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Lighthouse Insurance & Financial Group, American National family of companies, SM&R, and BFC Planning, Inc. are independent entities.

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