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Retirement Planning Made Simple

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REGISTRATION FEE INCLUDES YOUR COURSE WORKBOOKS AND MATERIALS

$49

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412-673-7760

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This 2-day course is designed as a comprehensive personal finance course for those in the early stages of retirement or those preparing to retire. It addresses common pitfalls to avoid, difficult retirement decisions, and other essential information.

ABOUT THE COURSE

Retirement Planning Made Simple

In our Retirement Made Simple course, we’ll cover common retirement topics to help set you up for a successful retirement and to be aware. We will discuss the following issues:

• Reasons retirees run out of money

• Optimal asset allocation in retirement

• When to take Social Security

• How to develop an income plan and account for inflation

• Sequence of returns risk/retiring into a bad market

• Rising health care costs in retirement

• When to do a Roth conversion

• Asset preservation in retirement

• Tax reduction and estate planning

Who should attend this course?

• Individuals and couples nearing or at retirement who are looking for the answer to what to do now

• Those concerned about our financial markets and who want to prepare for the “next” recession

• Baby boomers looking for retirement guidance based on academic research

• Investors looking for new perspectives or ideas

Meet Your Instructors

Roy Laux | Owner and Retirement Advisor

A former displaced Pittsburgh steelworker, Roy brings more than 30 years of experience in the investment and insurance industry to Synergy Group. Since 1988, he has helped thousands of pre-retirees and retirees develop retirement strategies through his simple, yet powerful, approach.

Roy has passed the Series 6 and 63 securities exams and holds life, health, and accident insurance licenses in Pennsylvania. He has been a featured speaker for many local businesses and quoted in dozens of financial media outlets, such as CNBC, Fox News, Bankrate.com and PCNC NightTalk. Roy also hosts “Laux on Your Retirement” radio show.

Roy presides over Champion Christian Board of Directors. In his spare time, he enjoys spending time with his family, particularly his eight grandchildren, and at the shore with his wife, Cindy.

Jason Laux | Owner and Retirement Advisor

Jason has worked at Synergy Group as an advisor for over 18 years.

As an investment advisor, Jason operates as an independent fiduciary, helping people build a successful retirement strategy. 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, U.S. News & World Report, and KDKA. Jason also hosts “Laux on Your Retirement” radio show.

Terry Judy | Retirement Advisor

Terry began his financial services career at the Great American Savings and Loan Association. He has conducted hundreds of financial workshops, classes, and retirement meetings. His passion and mission is to create successful retirement plans for those in pre- and post-retirement planning phases.

Upcoming Courses

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Contact Us

Office Address

1967 Lincoln Way
White Oak, Pennsylvania
15131

P: 412-673-7760