INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:


January 23rd & 30th

or

Jan 25th & Feb 1st


at College of Southern Nevada

Charleston Campus

Your course instructor is Mark Cordner, CLTC, FSCP, RFC, CAS, CRPC.

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

TAX
RATE RISK

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.

ESTATE
PLANNING

MAXIMIZING
SOCIAL SECURITY

MITIGATING
MARKET LOSS

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

Social 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 two-dayworkshop, you will:

Your Course Instructor isMark Cordner, CLTC, FSCP, RFC, CAS, CRPC

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

Mr. Cordner has been engaged in insurance and financial services full time since 1992. He is a Chartered Retirement Planning Counselor and an Investment Advisor Representative of Golden Years Financial, LLC, a Registered Investment Advisory Firm. He offers insurance through Golden Years Insurance Services. Neither firm provides tax or legal advice. You should consult your own legal and tax advisors before taking any actions that may have tax implications. No financial products will be offered in this class. It is an educational presentation only.

Are you ready to protect yourself from rising tax rates?

Event Details:

Registration:

Location

College of Southern Nevada

Charleston Campus, Building I, Room I-212

6375 W Charleston Blvd, Las Vegas, NV 89146

Dates

Thu, January 23 & January 30

6:00 pm - 9:00 pm

or

Sat, January 25 & February 1

9:00 am - 12:00 pm

Cost

There is no cost to attend this event.

Please call 702-508-8133 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.

College of Southern Nevada is not affiliated with the event and should not be contacted regarding the program.