INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE
There are currently no available course dates. You may register to be notified of future dates.
Your course instructors are Carroll & Logan Ramer.
Each registration comes with a complimentary, two-volume set of workbooks.
Course Section Summaries
Take a sneak-peek at our course overview:
RETIRING IN THE
RETIREMENT DISTRIBUTION PLANNING
Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.
Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.
Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.
Security can be taxed.
Learn about the impact of Social Security taxation on your retirement.
Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.
RETIREMENT DISTRIBUTION PITFALLS
LONG-TERM CARE PLANNING
Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.
Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.
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 areCarroll & Logan Ramer
Carroll strongly believes that the right planning can change peoples’ lives, and he finds joy in helping people come up with plans that are right for them. For 33 years he has stayed on top of changing tax laws and other regulations while taking a 360-degree, holistic view of his clients’ individual financial situations.
Logan, a Registered Investment Advisor, graduated from Luther College in Decorah, Iowa in 2014 and spent three years in business management before joining his parents at Ramer Retirement Resources.
Find out how you could end up paying MORE in taxes in retirement than you thought due to lost deductions
Discover ways to use the 2018 tax changes to your advantage BEFORE taxes go up in 2026.
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
Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), an SEC registered investment adviser. Ramer Retirement Resources and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Ramer Retirement Resources offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Ramer Retirement Resources and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.
Are you ready to protect yourself from rising tax rates?
Venue Address TBD
There are currently no available course dates. You may register to be notified of future class dates.
There is no cost to attend this event.
Please call 507-322-0575 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.
The venue is not affiliated with the event and should not be contacted regarding the program.