INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

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

Available Course Dates:


February 4th & 11th

or

February 13th & 20th

or

Accelerated Class

February 22nd


at LSU Student Union

Your course instructor is Jerry Linebaugh.

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.

ESTATE
PLANNING

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

MAXIMIZING
SOCIAL SECURITY

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

MITIGATING
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.

LONG-TERM CARE PLANNING

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

Take a sneak-peek at our course overview:

Course Section Summaries

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.

Your Course Instructor is

Jerry Linebaugh

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through JLine Financial. JLine Financial is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.

At this two-night workshop, you will:

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

Are you ready to protect yourself from rising tax rates?

Location

LSU STUDENT UNION

Tuesdays, February 4 & 11

6:30 pm - 9:30 pm

or

Thursdays, February 13 & 20

6:30 pm - 9:30 pm

or

Accelerated Class

Saturday, February 22

9:00 am - 2:30 pm

Dates

Event Details:

Please call 225-240-4940 with questions.

310 Student Union

Baton Rouge, LA 70803

Registration:

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.

LSU is not affiliated with the event and should not be contacted regarding the program.


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