INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

Available Course Dates:

March 23rd & 30th

In Person at Ridge High School

or

Mar 28th & Apr 4th

Online Only, Held Live

Your course instructor is Alex Panas.

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

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.

LONG-TERM

CARE PLANNING

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

SOLVING LONGEVITY RISK: STOCK MARKET APPROACH

Discuss why outliving your money is the greatest risk you'll face in retirement.

GUARANTEED* LIFETIME INCOME

Explore how longevity risk can be removed through a guaranteed* lifetime income approach.

INCOME PLANNING IN RETIREMENT

Discuss alternatives to the guaranteed* lifetime income approach that help combat longevity risk without the heartburn.

PROTECTING AGAINST TAX RATE RISK AND LONGEVITY RISK

Explore how to remove both tax rate risk and longevity risk from your financial picture while preparing for retirement.

ESTATE
PLANNING

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

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.

View the trailer to get a sneak peek of the educational topics that are explored in the course.

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

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Synthesis Wealth Planning, LLC. Investor disclosures: https://bit.ly/KF-Disclosures.

Cost

There are no costs involved in attending these events.

Option 1

Ridge High School

This session will be held in-person at the school.

268 S Finley Avenue, Basking Ridge, NJ 07920

Thu, March 23 & March 30

6:30 pm - 9:30 pm

or

Option 2

A 2-Part Online Course

This session will be held live, online only.

Tue, March 28 & April 4

6:30 pm - 8:30 pm

Please call 973-601-5020 with questions.

Health & Safety Guidelines

Your safety and comfort are our top priorities. Wearing a mask is welcome, but not mandatory. If you would like to be socially distanced, this can be accommodated. If you feel sick or are running a fever, please do not attend the event. We would be glad to have you at a future event when you are well.

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.

Ridge High School is not affiliated with the event and should not be contacted regarding the program.