Complimentary Event at NorthWest Arkansas Community College - Washington County in Springdale, AR
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
*This seminar is not affiliated with or sponsored by NWACC Washington County.
NorthWest Arkansas Community College – Washington County
6101 Watkins Ave, Springdale, AR 72762
– NWACC Washington County on September 12 at 3:30 p.m. – NWACC Washington County on September 12 at 6:30 p.m.
– NWACC Washington County on September 12 at 3:30 p.m.
– NWACC Washington County on September 12 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at NorthWest Arkansas Community College – Washington County where we will discuss the following important topics:
- What’s new for Social Security¹ and taxes² and what may be changing for the rest of 2023.
- The changing financial landscape for those approaching retirement.
- The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
This presentation combines two empowering elements:
Live instruction from knowledgeable financial 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 Hosts
Jeff Huff, ChFC®, CFP®
Owner & President | Lighthouse Planning Partners
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® (ChFC®) and the Certified Financial Planner® (CFP®) designations. Jeff is also a Chartered Leadership Fellow® (CLF®) through the American College.
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 is currently completing a master’s degree program through Southwestern Theological Seminary.
Advisor | Lighthouse Planning Partners
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.
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.
Jeff Huff AR License #: 1233173
Jason Kaundart AR License #: 15669635
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.