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COURSE TITLE
Defuse Your Ticking Tax Time Bomb - Your IRA
Tax Act & Jobs Act of 2017 Opens a Window - Learn how to use tax efficiencies in your retirement.
Course #17038
Instructor: Mark Ralfs
Tuition: $50.00
The wealth always come out ahead. How can the average person, who has done everything right in accumulating assets for retirement, use many of those same strategies the super-rich use? Join us as we lay the groundwork and explore strategies that may be unfamiliar to you.
DATES
Tuesday, January 14th & 21st
6:30 - 9:00 PM
LOCATION
St. Charles Community College
4601 Mid Rivers Mall Drive
Cottleville, MO 63376
Classroom: SSB 1203
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COURSE TITLE
Live, Quit or Die: Long-Term Care Solutions
Advantages of a coordinated asset-based long-term care strategy.
Course #17037
Instructor: Mark Ralfs
Tuition: $39.00
Extended care (long-term care) is something we all hope we will never need. However, the expense, both emotionally and financially, can bankrupt a family. Traditional long-term care solutions are expensive and not tax efficient. Learn in this course how to leverage your retirement accounts in the most tax-efficient way and to provide lifetime, unlimited care for you and your spouse.
DATES
Wednesday, January 15th
6:30 - 9:00 PM
LOCATION
St. Charles Community College
4601 Mid Rivers Mall Drive
Cottleville, MO 63376
Classroom: SSB 1203
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COURSE TITLE
Retirement Planning Today
Instructor: Mark Ralfs & Jason Ingram
Tuition: $39.00
In this class, we will create goals for what a successful retirement looks like for you. You will learn how to leverage 5 investment strategies to minimize risk and maximize returns as ell as using the new tax laws to your advantage. All course materials will be supplied for this two-session training.
DATES
Tuesday, January 21st & 28th
6:30 - 8:30 PM
Wednesday, January 22nd & 29th
6:30 - 8:30 PM
Thursday, January 23rd & 30th
6:30 - 8:30 PM
LOCATION
St. Louis Community College - Meremac Campus
Classroom: MC-BA,120
St. Louis Community College - Forest Park Campus
Classroom: FP-G, 327
St. Louis Community College - Wildwood Campus
Classroom: WW, 204
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COURSE TITLE
A POTPOURRI OF WEALTH STRATEGIES
Instructor: Jason Ingram
WEEK 1 & 2 -
Defuse Your Ticking Tax Time Bomb - Your IRA: The wealth always come out ahead. How can the average person, who has done everything right in accumulating assets for retirement, use many of those same strategies the super-rich use? Join us as we lay the groundwork and explore strategies that may be unfamiliar to you.
WEEK 3 -
Live, Quit or Die - Long-Term Care Solutions: Extended care (long-term care) is something we all hope we will never need. However, the expense, both emotionally and financially, can bankrupt a family. Traditional long-term care solutions are expensive and not tax efficient. Learn in this course how to leverage your retirement accounts in the most tax-efficient way and to provide lifetime, unlimited care for you and your spouse.
WEEK 4 -
Tax-Free Retirement: The Rich Man’s Roth and How to Apply It in Your Retirement
WEEK 5 -
Wealth & Estate Panel Discussion: Our panel of industry experts will discuss three case studies and strategies to mitigate risk, and to incorporate extended care (long-term care) and tax efficiencies. This will be an open discussion with participation by the class encouraged.
DATES
Week 1& 2 -
March 9th & 16th | 12:30 – 2:00 PM
Week 3 -
March 30th | 12:30 – 2:00 PM
Week 4 -
April 6th | 12:30 – 2:00 PM
Week 5 -
April 13th | 12:30 – 2:00 PM
LOCATION
Osher Lifelong Learning Institute
Columbia, Missouri
REGISTER
Meet Your Instructors
Jason Ingram
President & Investment Advisor Representative
LionsGate Advisors
Contact 314-222-2788
www.LionsGateAdvisors.com
Mark W. Ralfs, M.S., CGPA
Director of Business Development &
Investment Advisor Representative
LionsGate Advisors
Contact 314-222-2788
www.LionsGateAdvisors.com
if you're interested in any of the course offerings above, get the registration process started by clicking the button below!
