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Retirement University Part 2: Income & Tax Awareness-- Make Your Money Last

Tue, Oct 06

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Rock Island Library Watts-Midtown Branch

Turn Retirement Uncertainty Into a Clear, Actionable Plan | Retirement University is a step-by-step educational series designed to help you avoid costly mistakes, and create reliable income. Educational series sponsored by SOFA, no solicitation at this workshop.

Retirement University Part 2: Income & Tax Awareness-- Make Your Money Last
Retirement University Part 2: Income & Tax Awareness-- Make Your Money Last

Time & Location

Oct 06, 2026, 6:30 PM – 7:30 PM

Rock Island Library Watts-Midtown Branch, 2715 30th St, Rock Island, IL 61201, USA

About the event

This workshop is sponsored by SOFA. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop – all other endorsements are non-SOFA related. Jaime Ragins, First Serve Financial, LLC, and Gradient Advisors, LLC, are not affiliated with, endorsed, or controlled by The Society for Financial Awareness. Jaime Ragins is a member of The Society for Financial Awareness. Jaime Ragins offers educational events through The Society for Financial Awareness to promote financial education. These link(s) and event detail(s) are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Jaime Ragins or Gradient Advisors, LLC, of any of the products, services or opinions of the corporation or organization or individua…


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First Serve Financial LLC

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Email: jrr@firstservefinancial.org

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Jaime Ragins offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. First Serve Financial LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jaime Ragins, independent agent.
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The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Jaime Ragins, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

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A copy of Gradient Advisors, LLC's Form ADV, Part 2A is available upon request or at www.gradientadvisors.com.

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