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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

Tuesdays, March 3 - 10
6:30 - 8:30 PM

Wednesdays, March 4 - 11
6:30 - 8:30 PM

Thursdays, March 5 - 12
6:30 - 8:30 PM

 

LOCATION

St. Louis Community College - Wildwood Campus
Classroom:  Room #204

St. Louis Community College - Meramec Campus
Classroom:  Bus Admin Bldg, Room #203

St. Louis Community College - Forest Park Campus
Classroom:  G Tower, Room #327

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COURSE TITLE

Tax Free Retirement
Course #17035
Instructor: Jason Ingram
Tuition: $39.00

In this class, you will learn about the power of the Roth IRA and how to utilize it to fund your retirement with tax-free withdrawals. All course materials will be supplied for this 1-session training. Senior discount does not apply

DATES

Tues, March 10
6:30 - 9:00 PM

 

LOCATION

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

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COURSE TITLE

Leveraging Tax Efficiencies in Retirement
Course #17034
Instructor: Jason Ingram
Tuition: $50.00

The methods we use to save for retirement may need to change in retirement.  Whether you are nearing retirement or already there, there may be a disconnect in strategies used for retirement as the ones needed in retirement.  Questions such as where are you now with your financial situation, what are your retirement goals and investment objectives, what do you need financially to reach your goals and how will you get there?

DATES

Wednesdays, March 11 - 18
6:30 - 9:00 PM

 

LOCATION

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

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COURSE TITLE

Taxes In Retirement
Course #17033
Instructor: Jason Ingram
Tuition: $50.00

Efficiently managing your taxes involves many intricate details and strategies - and a clear understanding of any changes to the tax code.  Learn new tax tips and key items to help you reduce your liabilities and meet your financial goals.

DATES

Thursdays, March 12 - 19
6:30 - 9:00 PM

 

LOCATION

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

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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.

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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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