Each registration comes with a complimentary, two-volume set of workbooks.
Available Course Dates:
February 4th & 11th
February 13th & 20th
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.
Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.
MAXIMIZING SOCIAL SECURITY
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
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?
LSU STUDENT UNION
Tuesdays, February 4 & 11
6:30 pm - 9:30 pm
Thursdays, February 13 & 20
6:30 pm - 9:30 pm
Saturday, February 22
9:00 am - 2:30 pm
Please Fix These Errors
Please call 225-240-4940 with questions.
310 Student Union
Baton Rouge, LA 70803
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.