Adult Education Classes

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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

COURSE TITLE

Live, Quit or Die
Course #FINC-746 P03
Unstructor: Mark Ralfs

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.

DATES

Tuesday, May 5, 2020
6:30 - 8:30 PM

 

LOCATION

St. Louis Community College - Meramec Campus
Classroom:  Bus Admin Bldg.

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!

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