EDUCATIONAL RESOURCES

“An investment in knowledge pays the best interest.” - Ben Franklin

LionsGate Advisors knows that informed investors make the best decisions for their financial future. As part of our mission, we strive to improve financial literacy through local adult education classes, online educational videos, podcasts, seminars and webinars.

Adult Education

Continue Lifelong Learning With Us!

Please check back for updates on our On-Demand EdTalk Adult Education and Fall 2020 Classes.

In light of recent events occurring due to COVID-19, classes will be taking place as online classes until further notice.

Experienced teachers and advisors, Jason Ingram and Mark Ralfs, lead evening adult education classes through Osher Lifelong Learning Institute - MU Extension - University of Missouri Columbia, St. Louis County Community College and St. Charles Community College on a range of retirement-preparedness topics including:

  • How to use annuities in your retirement strategies
  • Preparing for unexpected financial shocks
  • Extended care planning
  • Mitigating taxes in retirement
  • The looming sovereign debt crisis
  • Adaptive investment management

EDTALK EDUCATIONAL VIDEOS

The key to financial literacy is steadily increasing knowledge through well-designed content and expert presentation. In this series of video presentations, advisors Jason Ingram and Mark Ralfs provide a deeper look into essential areas of personal finance.

REPLACING THE BOND POSITION

4 Part Series

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THE TAX TRAIN IS COMING

6 Part Series

PODCAST: LIVING A RICHER LIFE BY DESIGN

A truly rich life means much more than financial prosperity. It means crafting a life with purpose and intention. Our podcast guests come from diverse backgrounds, professions, areas of expertise and passions, yet they all have one thing in common: an aspiration to live their lives richer, by design.

Upcoming Events

July 15, 2020 - Thayer Willis, “The Next Chapter of You”

Ms. Willis is an acclaimed consultant and counselor who specializes in helping those who are confronted with this question: “I have the money to do whatever I want now, but what do I want to do?” This intimate presentation (limited to 30 attendees) will explore strategies for early retirees or inheritors of substantial wealth as they seek a new chapter in their lives with meaning and personal fulfillment.

September 11, 2020 - 2nd Annual Family Wealth Symposium

(NOTE: Because of safety concerns relating to the COVID-19 pandemic, this event will be held virtually.) For our second Family Wealth Symposium, our theme is Generation to Generation. We have assembled an internationally-respected slate of speakers to address such issues as intergenerational communications on wealth, multigenerational planning, family offices and torch-passing.