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Marble Surface

You Don't Know What You Don't Know
Financial Literacy Course Series

Current Classes, Dates and Times

No pressure - it's only the rest of your life!

Will you Really be in a Lower Tax Bracket in the future?  Learn why taxes may be higher in the future and what strategies may help you have a Tax-Free Retirement.

Learn from the Instructor's 25 years of experience in Tax, Financial Planning, and Investment Research and 14 years as an Independent Licensed Wealth Manager what is going on with taxes and what strategies may help you have a Tax-Free Retirement.

Date: September 19, 2024 
Time: 11:00 am to 2pm 
Complimentary Class & Lunch served by Pattee Wagon 
Location: Missoula Chamber of Commerce 
Image by Augustine Wong
Marble Surface

Risks and Strategies Taught and Discussed

These are just a small sample of the issues that must be considered when tackling long term financial planning - we'll teach you exactly what to look out for, and how to identify potential pitfalls. 

Image by Sean Pollock

Tax-Efficiency

Evaluate the costs and potential benefits of tax-free strategies like Roth Conversions, Roth IRA, Roth 401k, etc.

Stock Charts in the Newspaper

Long-Term Care Risk

Reduce the emotional and financial impact of Medicaid spend-down for long-term care on your family and money

Bill

Market Volatility Risk

Volatility of different asset classes & understanding your capacity

for risk

Flexible Payment Planning

Longevity Risk

Strategies to address outliving your money

Coin Collection

Inflation Risk

Manage the impact of a lifetime of increasing living & health care costs

Credit Assessment

Social Security Risk:

Understand Social Security benefits and how to determine the right time to begin benefits.

These courses are 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.

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Most financial advisors do not provide specific tax/legal advice, and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your specific tax/legal situation.

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Jamison R. Banna offers Securities through Cape Securities, Inc., member FINRA/SIPC/MSRB, and Investment Advisory Services offered through Cape Investment Advisory, an SEC Registered Investment Advisor. Glacier Wealth Management, Inc. is not affiliated with Cape Securities, Inc or Cape Investment Advisory, Inc.

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