INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Course Dates:

*Both Classes full, but waitlists are available*

Accelerated 1-Day Classes

February 21st

February 28th

at Pique Travel Event Venue

Each registration comes with a complimentary, two-volume set of workbooks.

DETAILS AND REGISTRATION

Course Section Summaries

Take a sneak-peek at our course overview:

RETIRING IN THE
TWENTY-FIRST CENTURY

Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.

TAX
RATE RISK

Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.

RETIREMENT DISTRIBUTION PLANNING

Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.

MAXIMIZING
SOCIAL SECURITY

Social Security can be taxed.
Learn about the impact of Social Security taxation on your retirement.

ESTATE
PLANNING

Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.

LONG-TERM CARE PLANNING

Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.

PROTECTING AGAINST MARKET LOSS

Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.

RETIREMENT DISTRIBUTION PITFALLS

Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.

As part of this course, you will receive a two-volume set of workbooks that provides examples and illustrations designed to reinforce the concepts taught in class.

Watch the Trailer for the Documentary,The Power of Zero: The Tax Train is Coming

View the trailer to get a sneak peek of the educational topics that are explored in the course.

At this comprehensive workshop, you will:

Your Course Instructors areBrian Hanson, Wealth Strategist, RICP®
and
Pat Mazarol, Attorney at Law, Trust and Estate Planning specialist.

Find out how you could end up paying MORE in taxes in retirement than you thought due to lost deductions

Discover how to avoid the three basic "pitfalls" of retirement distribution planning

Learn how distributions from your 401k or IRA could cause you to lose up to one-third of your Social Security

Understand creative strategies that will protect you from rising tax rates and ensure you will receive your Social Security tax-free

Securities and Investment Advisory Services offered through The Leaders Group, Inc.

Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc., Registered Investment

Advisor; 26 W. Dry Creek Cir., Ste 575, Littleton, CO 80120 303-797-9080.

Are you ready to protect yourself from rising tax rates?

Event Details:

Registration:

Location

Pique Travel Event Venue

306 Water St, Excelsior, MN 55331

Continental breakfast and a light lunch will be served

I Will Attend*

Waitlist: February 21

Waitlist: February 28

Please notify me of future class dates.

How many people will be attending?*

First Name* Last Name* Email* Phone*

Address City State

ZIP code*

I grant permission to be contacted via

Email Only

Text Only (SMS & data rates may apply)

Email and Text (SMS & data rates may apply)

Notes and Guest Name

Dates

Sat, February 21

*full, waitlist available*

Sat, February 28

*full, waitlist available*

Time

10:00 am - 4:00 pm

Cost

There is no cost to attend this event.

Please call 952.222.4204 with questions.

This course is offered by the Society For Financial Awareness. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

Pique Travel Event Venue is not affiliated with the event and should not be contacted regarding the program.