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INVITATION ONLY EDUCATION LUNCHEON SERIES - The Club at Old Hawthorne Membe...

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The Club at Old Hawthorne

6221 E Broadway

Columbia, MO 65201

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AN EDUCATION LUNCHEON SERIES

THE KEYS TO COMPREHENSIVE RETIREMENT INCOME - THE 4 M'S

[3 SESSIONS]

NOV 2 - 11:30 am-1:30 pm
NOV 9 - 11:30 am-1:30 pm
NOV 16 - 11:30 am-1:30 pm


Innovative retirement solutions are not easily developed or understood. Retirees have a small margin for error and may be hypersensitive to losses due to the potential impact on income streams. In this class, we will define four solutions to develop comprehensive retirement income.

MAXIMIZE current cash flow, especially in the early years of retirement, MAINTAIN your standard of living, MINIMIZE cash-flow risk, and MINIMIZE short and long-term principal erosion. The key to comprehensive retirement income is exploring how the 4M's are connected and balancing them to create personalized solutions.

All course materials will be supplied. Bring your spouse or a friend! Come with a beginner’s mind.

This Luncheon Series is offered completely free of charge, and includes all materials and complimentary lunch each week.



Instructor:

Jason Ingram is a published author and is one of the founding members of LionsGate Advisors. He is the principle of the Columbia, Missouri office and co-owns the Chesterfield office. An educator at heart, Jason is a faculty member at the University of Missouri’s OSHER Learning Institute, St. Charles Community College and St. Louis Community College. He is a member of the National Ethics Association, serves on the advisory board for the Better Business Bureau and works to support numerous philanthropic organizations.


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How can I contact the organizer with any questions?

Lori Romano
Marketing & Event Coordinator - LionsGate Advisors
Tel: (314) 222-0375
Email: Events@LionsGateAdvisors.com

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The Club at Old Hawthorne

6221 E Broadway

Columbia, MO 65201

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