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!

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

St. Charles Community College - IN PERSON

Adaptive Investment - Managing Through an Extended Bear Market
09/24/2020

Defusing Your IRA Timebomb
10/6/2020

Mitigating Taxes in Retirement
10/29/2020

Case Studies in Retirement - Panel Discussion
11/10/2020

St. Louis Community College - ONLINE

Innovative Alternatives for LONG-TERM CARE Planning
1 session – 2 Hours
Wed, Oct 7th @ 6:30 – 8:30 PM

Defusing Your IRA Timebomb – The Tax Train is Coming!
2 sessions – 2 hours each
Thurs, Oct 8th – 15th @ 6:30 – 8:30 PM

Taxes, Taxes, Taxes: Mitigating Taxes in Retirement
2 sessions - 2 hours each
Oct 21st – Oct 28th @ 6:30 - 8:30 PM

Adaptive Investment - Managing Through an Extended Bear Market
1 session, 2-hour class
Tues, Sept 29th @ 6:30 – 8:30 PM

Case Studies in Retirement: Panel Discussion
Estate attorney, CPA, Long-Term Care Specialist and Wealth Manager
1 session, 2-hour class
Tues, Oct 20th @ 6:30 – 8:30 PM

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.

WHY LIONSGATE ADVISORS

4 Part Series

THE FIDUCIARY STANDARD

3 Part Series

THE TAX TRAIN IS COMING

6 Part Series

REPLACING THE BOND POSITION

4 Part Series

ANNUITIES

4 Part Series

LIVE, QUIT OR DIE

4 Part Series

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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.

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.

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