PGH Retirement Courses

REGISTER TODAY

Retirement Planning Made Simple

Tuesday, September 14th & 21st

6:30pm – 8:30pm

West Moreland Community College

Instructor: Terry Judy

Health & Culinary Building, Room 2303
145 Pavilion Lane
Youngwood, PA 15697

Thursday, September 23rd & 30th

6:00 pm - 8:00 pm

Community & Recreation Center at Boyce Mayview Park

Instructor: Terry Judy

1551 Mayview Road
Upper St. Clair, PA 15241
Sponsored by CCAC
Register Here or by phone at 412-788-7546

Thursday, October 28th & November 4th

6:30 pm - 8:30 pm

CCAC Boyce Campus

Instructor: Jason Laux

595 Beatty Rd
Monroeville, PA 15146
Sponsored by CCAC
Register Here or by phone at 412-788-7546

REGISTRATION FEE INCLUDES YOUR COURSE WORKBOOKS AND MATERIALS

$49

OR CALL

412-673-7760

Your privacy is important to us and we protect it with industry-standard security measures.

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

Tuesday, September 14th & 21st

West Moreland Community College
Instructor: Terry Judy
6:30pm – 8:30pm

Thursday, September 23rd & 30th

Community & Recreation Center at Boyce Mayview Park
Instructor: Terry Judy
6:00 pm - 8:00 pm

Thursday, October 28th & November 4th

CCAC Boyce Campus
Instructor: Jason Laux
6:30 pm - 8:30 pm

Wednesday, November 3rd & 10th

Penn State Greater Allegheny
Instructor: Roy Laux
6:30 pm - 8:30 pm

Thursday, November 4th & 11th

CCAC South Campus
Instructor: Roy Laux
1:30 pm - 3:30 pm
6:30 pm - 8:30 pm

REGISTER TODAY

Contact Us

Office Address

1967 Lincoln Way
White Oak, Pennsylvania
15131

P: 412-673-7760