Held at Rogers Activity Center | Rogers, AR

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING WORKSHOP

Seats Available Now!
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Seating is limited. Register today!

WHAT IS THIS WORKSHOP?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

 

Location:

Held At Rogers Activity Center
315 W Olive St., Rogers, AR 72756

This event will be held in Suite H behind the gym with it’s own entrance and bathrooms.

Schedule:

This workshop meets once for a one-hour session.

– Tuesday, September 20 from 11:00 AM – 12:00 PM

– Tuesday, September 20 from 6:00 PM – 7:00 PM

Registration Fee: $39 $0*

Includes all workshop materials and fees.
*Registration fee discounted for those who sign up in advance. 

About Your Presenters

Jeff Huff, ChFC®, CFP®

President of Lighthouse Insurance & Financial Group

Owner & President of Lighthouse Insurance & Financial Group

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.

 

Lucas Cox, CFP®

Managing Member of The Lighthouse Planning Company

Managing Member of The Lighthouse Planning Company

Lucas holds a true desire to understand the client and help them meet their needs. His expertise is designing client strategies and thinking outside of the box when it comes to financial solutions.

Honest and caring, Lucas makes it a priority to always put clients’ needs first, driven by his inclination to live out his potential of helping others. As a CFP® professional, he feels most proud when he receives a compliment from one of his clients because he knows he’s done his best taking unclear scenarios and shedding a light on them, giving them confidence in their financial futures.

Lucas enjoys getting to know his clients and is a true believer that their needs come first, and that products are just the tools to get them there, not the focus of the strategy conversation.

He earned his bachelor’s in public relations from the University of Central Arkansas and holds his Series 66 securities license as well as his Series 7 in multiple states. Lucas is also licensed in life, health, property, and casualty insurance.

Outside of the office, you can find Lucas serving at his church, running and spending time with his wife and children.

About Retire For L.I.F.E.

The goal of this workshop is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Common reasons retirees run out of money

Why Now?

  • There’s no better time to create strategies in which you can be confident
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

  • Actionable strategies for your retirement plan
  • In-session workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Workshop at the Rogers Activity Center in Rogers, AR.

Registration Fee: $39 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This workshop meets once for a one-hour session. Couples may attend for a single cost.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

© 2022 Retire For L.I.F.E. – All Rights Reserved

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 Planning Partners, Lighthouse Insurance & Financial Group, The Lighthouse Planning Company, American National family of companies, SM&R, and BFC Planning, Inc. are independent entities.

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 Planning Partners, Lighthouse Insurance & Financial Group, The Lighthouse Planning Company, American National family of companies, SM&R, and BFC Planning, Inc. are independent entities.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

Please visit www.ssa.gov for guidance on your individual situation.

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Check the background of your financial professional on FINRA’s BrokerCheck.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The 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 direct your clients to a local Social Security Administration office, or visit www.ssa.gov.