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COURSE TITLE

Defuse Your Ticking Tax Time Bomb - Your IRA
Tax Act & Jobs Act of 2017 Opens a Window - Learn how to use tax efficiencies in your retirement.

Course #17038
Instructor: Mark Ralfs
Tuition: $50.00

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.

DATES

Tuesday, January 14th & 21st
6:30 - 9:00 PM

 

LOCATION

St. Charles Community College
4601 Mid Rivers Mall Drive
Cottleville, MO  63376

Classroom: SSB 1203

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COURSE TITLE

Live, Quit or Die: Long-Term Care Solutions
Advantages of a coordinated asset-based long-term care strategy.

Course #17037
Instructor: Mark Ralfs
Tuition: $39.00

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

Wednesday, January 15th
6:30 - 9:00 PM

 

LOCATION

St. Charles Community College
4601 Mid Rivers Mall Drive
Cottleville, MO  63376

Classroom: SSB 1203

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COURSE TITLE

Retirement Planning Today

Instructor: Mark Ralfs & Jason Ingram
Tuition: $39.00

In this class, we will create goals for what a successful retirement looks like for you.  You will learn how to leverage 5 investment strategies to minimize risk and maximize returns as ell as using the new tax laws to your advantage.  All course materials will be supplied for this two-session training.

DATES

Tuesday, January 21st & 28th
6:30 - 8:30 PM

Wednesday, January 22nd & 29th
6:30 - 8:30 PM

Thursday, January 23rd & 30th
6:30 - 8:30 PM

 

LOCATION

St. Louis Community College - Meremac Campus
Classroom:  MC-BA,120

St. Louis Community College - Forest Park Campus
Classroom:  FP-G, 327

St. Louis Community College - Wildwood Campus
Classroom:  WW, 204

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

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

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