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
\
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.