About the Course
Who Should Attend
• Those needing to organize their assets to prepare for retirement
• Individuals and couples nearing retirement or looking to retire within the next ten years
• Those who want to see if they are on track to retire at their desired age or earlier
• Recent retirees looking for new perspectives or ideas
• Those concerned about our financial markets and who want to prepare for the “next” recession
What We Will Cover
• Reasons Retirees Commonly Run Out of Money
• Rising Health Care Costs in Retirement
• When to Consider Taking Social Security
• When to Do a Roth Conversion
• Asset Preservation in Retirement
• Tax Reduction and Legacy Planning
• How to Develop an Income Plan and Account for Inflation
• Sequence of Returns Risk/Retiring Into a Bad Market
Jason Laux Owner and Retirement Advisor
Roy Laux Founder 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.
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 are to create successful retirement plans for those in pre- and post-retirement planning phases.
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.