In this course you'll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This course includes a 225-page illustrated textbook. Couples may attend together for a single registration fee.
Please click the Register Now button to register for this course and pay the course tuition fee. This is a 2 week-long course.
|6:00 PM to
|Session 1 of 2||Register|
|6:00 PM to
|Session 2 of 2|
Jason Laux, Vice President, Synergy Group Inc.
As an investment advisor, Jason operates as an independent fiduciary, helping people build a successful retirement. He holds a Bachelor of Arts from Pennsylvania State University, where he graduated summa cum laude in advertising and public relations with a concentration in business and economics. Jason has conducted hundreds of financial workshops over the past 15 plus years. He has been featured in many media outlets, including Fox Business, MSNBC, The Investor News, PCNC NightTalk, US News & World Report and KDKA. Jason also hosts Laux on Your Retirement radio show.
Jason Laux is a registered representative with securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Jason Laux offers Investment Advisory Services through J.W. Cole Advisors, Inc. (JWCA). Insurance and
annuities offered through The Synergy Group, Inc., PA insurance license #54229. The Synergy Group, Inc. is not affiliated with any government agency. Synergy Financial does not give tax or legal advice to individuals; you should contact
your own personal attorney or tax advisor. Any comments regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and
annuity product guarantees are subject to the claims-paying ability of the issuing insurance company and are not offered by JWC/JWCA. Synergy Financial Group and JWC/JWCA are unaffiliated entities.
Jefferson Hills Public Library925 Old Clairton Road
Jefferson Hills, PA 15025
If you have any questions regarding this course, please contact our office at 412-673-7760