Prominent outreach
投放时间: 2025-01-10 08:00:00
2025 Possible Paths to Prosperity: Tax Changes Ahead 📊
Join us for an informative complimentary financial education workshop
Topics Discussed:
✅ Ways to reduce or eliminate your tax burden
✅ Ways to potentially increase income streams in retirement
✅ Cutting risk & raising returns
✅ Roth vs. LIRP (Life Insurance as a Retirement Plan)
✅What is a Will?
✅What is a Trust?
Date & Time:
📅 Wednesday January 15th @ 6pm
📅 Tuesday January 21st @ 6pm
Where:
East Baton Rouge Parish Library - Main Branch - 7711 Goodwood Blvd. Baton Rouge, LA 70806
💡 The less you pay in fees and taxes, the more of your money you keep! Don’t miss this opportunity to secure your financial future.
Sign up today to reserve your spot! Limited seats available.
👉 retirementplanningworkshop.com
Hosted by: Game Changer Wealth & SOFA (The Society for Financial Awareness)
What is SOFA?
The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations.
These events are designed to educate and help attendees understand and address a variety of financial topics and concerns. Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners.
Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.
Featured Speaker: Jerry Linebaugh
Jerry and his team also offer education on principal-protected strategies designed to safely grow wealth over extended periods, regardless of interest rate fluctuations or market losses. This combination of market investments and safe money strategies can generate income streams that endure through time, with many of these cash flow strategies historically increasing with inflation.
Additionally, Jerry founded Game Changer Tax and Estate Planning, where he and his team utilize specialized software to educate on conversions from taxable to tax free to reduce or eliminate tax debt in retirement accounts, guided by IRS rules. They also educate clients on the differences between wills and trusts and help to ensure that power of attorney documents remain up-to-date with changing Louisiana statutes.
Jerry is a member in good standing with the Better Business Bureau and is often quoted in the media on various financial topics.
搜索关键词 retirement planning, tax reduction, financial education, wealth management, wills and trusts, investment strategies, financial workshop, Game Changer Wealth, SOFA, retirement income优势 Free financial education,Expert speakers (Jerry Linebaugh),Comprehensive topics: tax reduction, retirement income, wills, trusts,Principal-protected strategies
展示估值
355333
热度
29275
最新发现时间
2025-01-10 08:00:00
投放天数
210
素材信息
素材类型
素材尺寸
主页ID8289873642117649504
主页名字Game Changer Wealth
产品信息
适用范围
适用人群both
劣势Limited seats, early sign-up required,Potential bias towards Game Changer Wealth & SOFA services,Workshop format might not suit all learning styles
情感Hopeful
人民币汇率走势
CNY
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