Adult Education Classes

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.