INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:


October 1st & 8th

or October 6th & 13th

or Accelerated 1-Day Class

October 3rd


at Appalachian State University

*This course is not endorsed by or affiliated with Appalachian State University*

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 Instructor isJustin L. Dean

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

This program is for your educational information only. No individual tax, legal, or investment advice is given. Insurance products will be discussed and may be offered at a later date. Investment Advisory Services offered through AlphaStar Capital Management, LLC,

a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Dean Financial LLC are independent entities

Are you ready to protect yourself from rising tax rates?

Event Details:

Registration:

Location

Appalachian State University

Hickory Campus

800 17th St. NW, Hickory, NC 28601

Dates & Times

Thu, October 1 & October 8

6:00 pm - 9:00 pm

or

Tue, October 6 & October 13

6:00 pm - 9:00 pm

or

Accelerated 1-Day Class

Sat, October 3

10:00 am - 3:00 pm

Please call 828.392.5858 with questions.

Cost

There is no cost to attend this event.

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.

Appalachian State University is not affiliated with the event and should not be contacted regarding the program.