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Retirement University Part 3: Enhanced Legacy Planning

Tue, Oct 13

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Rock Island Library Watts-Midtown Branch

Explore steps you can take now to protect assets, reduce taxes, and create a meaningful legacy for the people and causes you care about. Educational series sponsored by SOFA, no solicitation at the workshop.

Retirement University Part 3: Enhanced Legacy Planning
Retirement University Part 3: Enhanced Legacy Planning

Time & Location

Oct 13, 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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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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